Complete the engagement setup procedures
This topic applies to OnPoint Audit.
Most of the engagement work in OnPoint Audit is completed via checklists. To set up your engagement, complete the 1-200 Engagement set-up checklist.
The 1-200 Engagement set-up checklist consists of a set of questions designed to determine the scope and nature of your engagement.
As you answer questions in a checklist, additional documents populate on the Documents page. Only documents that you need are available, while other documents remain hidden. A link to the document that you need to complete next also populates as you respond to questions. To learn more about checklist documents, see Add a checklist.
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 learn more about functionality, see Complete a checklist.
To sign off on the Engagement Setup checklist, select Sign Off at the top-right corner of the document. To learn more, see Manage the engagement documents.