Define a document's sign-off scheme
This topic applies to Caseware ReviewCompTax.
Sign-off schemes are the applicable combination of preparer and reviewer roles required to sign off on a document. Caseware RCT allows you to define a document’s sign-off scheme. Before you define a document's sign-off scheme, we recommend you create a custom sign-off scheme. To learn more, see Modify sign-off schemes.
To define a document’s sign-off scheme:
In the Documents page, navigate to the document you’d like to customize and select More Actions () | Edit.
The Document Properties dialog opens.
In the Signoff Scheme grid, select the Scheme Name you’d like to apply.
If you hover over a scheme, the EDIT button displays for quick access to the Signoffs | Schemes tab in the Engagement Settings.
If you don’t define a document’s sign-off scheme, the default Preparer and Reviewer scheme is applied. Note that you cannot sign off on queries.
After defining a document’s sign-off scheme, you can view the sign-off status of each document in the engagement file by selecting More actions () | Sign-offs. With this option enabled, you can:
- Sign off on a document from the Documents page by selecting the hollow circle icon () or by hovering next to the document name to display the gray pencil icons ()
- Sign off from inside a document by selecting the hollow circle icon ()
- Remove your sign off by selecting the ()
As the designated reviewers and preparers sign off, icons display in the Documents page to help track the progress on signoff:
Partially prepared () - Not all preparer roles in the applied scheme have signed off.
Partially reviewed () - Not all reviewer roles in the applied scheme have signed off.
Prepared () - All preparer roles in the applied scheme have signed off.
Reviewed () - All reviewer roles in the applied scheme have signed off.
Modified since last review () - Documents that have changed since the last time a reviewer has signed off on them.
You can also select any of the above icons to display a log that shows:
- Name of the reviewer or preparer that provided a sign-off
- Date of the sign-off
- Name and date of the last reviewer sign-off (only for the Modified since last review icons). To learn more, see Modifications after reviewer sign-off.