Get started with OnPoint PCR - Staff

Content in this topic requires OnPoint PCR.

Before you get started with OnPoint PCR, ensure that your firm administrator completes the necessary prerequisites.

To start, sign in to your firm's Cloud site. As a staff member, the actions you can perform include:

  1. Start the engagement

  2. Complete the engagement setup procedures

  3. Perform the acceptance or continuance

  4. Review and send the engagement letter

  5. Import the client's data

  6. Complete the materiality form

  7. Complete the analytical procedures

  8. Perform fieldwork

  9. Complete the engagement

  10. Archive and lock down the engagement