De opdracht aanmaken

Dit artikel gaat over AnalyticsAI, een onderdeel van het Caseware Cloud-pakket.

Meer informatie over Cloud.

To start, create an AnalyticsAI engagement file. You can also set key dates, budgets and assign staff members to the engagement file to prepare and review the engagement work.

To create an AnalyticsAI CAN engagement:

  1. Ga in het Cloudmenu naar de app AnalyseAI ().
  2. Klik op de knop Nieuw.
    The AnalyticsAI CAN dialog displays.
  3. Choose your client Entity and enter a name for the engagement file.
    You can also:
    - de begin- en einddatum opgeven, een omschrijving en eventuele budgetinformatie.
    - Carry forward data from an existing engagement. Voor meer informatie, zie Een bestaande opdracht overnemen.
  4. In the Preparer field, enter your name and select it from the drop-down list.
  5. In the Reviewer field, enter another staff member's name. Select them from the list to assign them as a reviewer.
  6. Klik op Opslaan.

The engagement file automatically opens in your browser.

Set the workflow status and year end date

When you first open the engagement, a pop-up displays showing the engagement’s Workflow status.

The Workflow status allows other stakeholders to know how far along you are in the engagement process. If you intend to start working on the engagement right away, set the Workflow status to In Progress.

You can also set the engagement’s Year end date.

An incorrect year-end date leads to an unsuccessful trial balance import.

Select Save - the Documents page displays.

The Documents page acts as AnalyticsAI’s central hub. When you first open this page, only a few documents are available, in the Planning and Risk Assessment sections. To populate more content in the Documents page, complete the 0-0 Optimiser checklist. Documents become available in three engagement phases:

  • Planning
  • Risicobeoordeling
  • Conclusie

Voor iedere fase wordt de Voortgang getoond. Dit cirkeltje toont het percentage in hoeverre de fase afgerond is, dat wil zeggen, hoeveel documenten afgetekend zijn. Beweeg met de muis over de voortgang om te zien hoeveel documenten nog open staan en hoeveel al zijn opgesteld of gereviewed.

To view all the documents available in AnalyticsAI, select View more Actions () | Hidden items.

You can also select View more actions () | Modified since last review.