Complete the engagement setup procedures

This topic applies to OnPoint PCR.

What is OnPoint PCR?

Most of the engagement work in OnPoint PCR is completed via checklists. To set up your engagement, complete the 1-110 Engagement Setup checklist.

The 1-110 Engagement Setup checklist consists of a set of questions designed to determine the scope and nature of your engagement. It also includes a Guidance tab that describes the purpose and scope of the document as it relates to regulatory standards.

Guidance tab in the engagement setup document.

As you answer questions, additional documents populate in the Documents page. A link to the document that you need to complete next also populates as you respond to questions.

For example, if you've specified that the engagement type is Review, then the 1-125 Review Engagement Quality Acceptance and Conclusion document is available in the Documents page for the Client Acceptance and Continuance folder.

Engagement setup checklist.

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.