Get started with Caseware PBC Requests - Staff

This topic applies to Caseware PBC Requests.

Learn more about Caseware PBC Requests

Before you get started with Caseware PBC Requests, ensure that your firm administrator completes the necessary prerequisites.

Melden Sie sich zunächst bei der Cloud-Instanz Ihres Unternehmens an. Als Mitarbeiter können Sie folgende Aktionen durchführen:

  1. Create a PBC Requests engagement

  2. Complete the Optimiser document

The following figure summarizes the Caseware PBC Requests workflow.

Hinweis: The default content that comes with PBC Requests is only available in English. To learn more, see Author content in multiple languages.

CaseWare PBC workflow.

To watch the above video in French, see Parcours du personnel dans Caseware PBC Requests.

In the Optimiser, if you choose to:

  1. Build your own query, then:

    1. Add the information request items in the document

    2. Start client interaction

    3. Complete the query

    4. Locate the documents provided by clients

    5. Wrap up and lock down

  2. Use PBC templates, then:

    1. Review the query document

    2. Start client interaction

    3. Complete the query

    4. Locate the documents provided by clients

    5. Wrap up and lock down