Plan the engagement
Content in this topic requires Caseware Audit.
The 010 Planning optimiser checklist document contains various questions to define specific preferences for the audit engagement, such as:
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Acceptance or continuance procedures
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Accounting framework
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Firm composition
The checklist also includes a Guidance tab that describes the purpose and scope of the document as it relates to regulatory standards.
Complete the 010 Planning optimiser to include additional documents and content in the engagement, then select the Next step link to proceed to the document that you need to complete next.
At any point during this process, you can view a list of the current documents in the engagement by selecting the Documents icon (
). A panel opens with the available documents grouped by phase. You can select a document to open it, pin it for quick access using the pin icon (
) and search for other documents using the search field.
To sign off on the 010 Planning optimiser document, select the Sign Off icon (
) at the top-right corner of the document and choose the applicable role for your signoff.
