Perform the acceptance and continuance

This topic applies to OnPoint PCR.

What is OnPoint PCR?

To perform acceptance or continuance procedures, complete the 1-125 Review Engagement Quality Acceptance and Conclusion document.

When you complete the Review Engagement Quality Acceptance and Conclusion, you will be prompted to return to the 1-110 Engagement Setup checklist if you select "Yes, I accept the engagement". In the Engagement Setup document, respond to procedures until the document prompts you to proceed to the 1-220a Review Engagement Letter (Draft).

You can view a list of the current documents in the engagement by selecting the folder icon (). A panel opens on the right side showing the available documents grouped by phase. You can also select a document to open it. Once you open a document, you can pin it for quick access using the pin icon ().

To sign off on the Engagement Setup document, select Sign Off at the top-right corner of the document and choose the applicable role for your signoff. To learn more, see Manage the engagement documents.

Note that you can change the signoff workflow for the document and create custom signoff roles if needed. To learn more, see Define signoff roles and Set up signoff schemes.

To learn more about checklist documents, see Add a checklist.

Notify the document reviewer

To notify the staff member acting as the reviewer that the engagement acceptance document is ready for review, create an issue and assign it to them.

To add an issue:

  1. With the document open, select the Issue icon ().

  2. Enter a message for the staff member.

  3. Tip: You can also tag a member by entering (@) followed by the member name. If they have access to the document, their name appears in the Quick List dialog.

  4. Select their name to tag them in the issue's description.

  5. Choose the issue type and select Create Issue.

  6. The issue displays in the document. It also displays in the Issues page or on the Documents page.

Once the reviewer signs off on a document, the green check mark displays next to the document () on the Documents page. The progress indicator for the Planning phase is also updated.