Complete the engagement setup procedures
This topic applies to 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.
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.
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.
To learn more about checklist documents, see Add a checklist.