SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
SE
SmartEngagement
Working Papers
CaseWare Working Papers
Analytics
CaseWare Cloud Analytics
Time
CaseWare Cloud Time
PCR
OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax

Customize a client request

This feature is only available with products on the CaseWareCloud SE platform. Available SE products include OnPoint PCR and CaseWare ReviewCompTax.

If you selected one of the templates from your engagement file, the client request will already contain one or more queries recommended by the author. If you created a blank client request, you can customize the request based on the information you need.

Add guidance

Each client request document has a Guidance section at the top. You can use these guidance sections to include some help for your client contact, giving them instructions on how to fill out the client request, or providing context for the questions that you are asking.

To add guidance to a document:

At the top of the document, select the text field. Enter the guidance content for the document, and select the space outside the query once you are finished.

The guidance text is added to your document.

Add sections to your client request

In client request and checklist documents, all of the document content is contained in one or more groups.

To add a group to a document:

To add a group to your document, select + Group.

The group will be named New Group by default. You can change the name by selecting it and entering new text.

Add questions to your client request

Once your document has a group, you can add one or more queries. A query is a question for the client or a task to be completed as part of the engagement work. Each query has two parts:

  • Description - the question or request for the client.

  • Response - the field for the client to enter information or provide a file.

To add a query to a document:

To add a query to your document, select + query.

A blank query is added to your document. This query description is New query, and the default response is Upload Files.

Modify questions in the client request

Once you have added all the queries you will need for this client request, you can modify each of them to create a framework for the contact to answer your questions.

To modify a query:

There are a few things that you can do to modify queries in your client requests:

  • Create a summary description - Select the summary field above the description field to enter a name or a short description for the query.

  • Update the description - Select the description field to change the query description. Once you select the field, the formatting toolbar displays. You can use the toolbar to make the following updates:

    • Apply a style to a selected text or a paragraph.

    • Make a font bold, italicized or underlined.

    • Change the color of a selected text or a paragraph.

    • Highlight a selected text or a paragraph.

    • Remove all formatting for a selected text or a paragraph and revert to the default.

    • Add a bullet or number list in the text section.

    • Indent a selected text or a paragraph.

    • Change the alignment settings for a selected text or a paragraph.

    • Add or remove a hyperlink in the text section.

    • Add a formula in the text section.

    • Add a horizontal line, an image, a table or a special character in the text section.

    • Add a drop-down box where other staff can select a staff member or a client contact from Cloud, or a date.

  • Change the response type - Select the more actions icon (), then choose Settings to open the query Settings dialog. You can select a different response type in the settings dialog:

    • Manual - the client will enter information into a text box.

    • Picklist - the client will choose one answer from a list of choices.

    • Multi-Picklist - the client will choose one or more answers from a list of choices.

    • Upload Files - the client will attach a file to the engagement.

    • Date - the client will select a date from a popup calendar.

    • Entity Information - display information about the client entity.

    • Contact Information - display information about a client contact.

You can also modify the visibility settings for a query.

To edit the visibility settings for a query:

Before you start, open the document and go to the query that you want to modify visibility settings for.

  1. Select More actions icon ().

  2. Choose Settings to display the Procedure Settings dialog.

  3. Select Edit Visibility.

  4. Select the arrow next to Hide () to choose the desired visibility action (whether hide or show).

  5. Select the arrow next to any () to choose when the visibility action applies (whether any condition or all conditions are met).

  6. Select Add Condition to choose a condition.

    The criteria for the selected condition display on the page.

  7. Complete the criteria to set the logic for the condition.

  8. Select Add Condition to add another condition if needed.

Once you have finished changing the content in your client request, select the Edit icon at the top of the document to save your changes.

Link a question to a checklist query

Often, you must ask your client questions to complete checklists. You can link these questions to the corresponding queries. After your contact responds, that response is displayed near the checklist query.

To link a query to a checklist:

  1. Select the more actions icon (), then choose Link to Checklist.

  2. In the Link to Checklist dialog, select a checklist document in the engagement file, then select the corresponding query from that checklist.

    Selecting a checklist procedeure to link to this query procedure.

  3. Select Save.

You can see the client response in the relevant checklist after staff have accepted it.

The linked question and the contact's response are displayed beneath the corresponding checklist procedure.

Change engagement glossary terms and dynamic text

Note: You can only change an existing glossary term or a dynamic text output if the override option is enabled in your product.

An engagement glossary contains terms. Terms are words and phrases that can be reused throughout the product. When a term is changed, it is changed everywhere the author defined.

Dynamic text fields change if certain conditions are met. For example, if the client responds ‘Yes’ to a procedure in a checklist, then ‘Agreed’ shows in the dynamic text field.

Primary authors create engagement glossary terms and configure the conditions for dynamic text output. Your documents may contain terms from the glossary or dynamic text fields. Depending on your product, you may be able to override glossary terms and dynamic text outputs.

To change an engagement glossary term or a dynamic text output:

  1. Select the document’s text area where you want to change.

    Areas highlighted in gray are either glossary terms or dynamic text fields.

  2. Select the glossary term or dynamic text to open the Data Link dialog.

    If you select a glossary term, you can select information () to see the number of places that term is used.

  3. Change the Output as desired and select Save.

When the Output condition is met, the text changes in all the places it’s used in the engagement. If a different condition is met after the change, the Output changes to match the configured output text for that condition.

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