Add review notes (issues)

Review notes can be added to an engagement workspace (entity) or to documents, checklists and other engagement artifacts in an engagement file (online and desktop). Review notes can signal to the engagement team that additional work is required on a document or that specific tasks must be completed for an engagement.

Let op: In CaseWare Cloud, review notes are referred to as tasks and are added to the engagement workspace (entities). In an engagement file (such as Working Papers), review notes are referred to as issues.

Tip: It's better to create a review note (issue) from within the engagement file so that your team can have context as to which document, checklist, line or engagement requires attention. For general review notes, consider using the tasks feature in the engagement workspace.

Add review notes to a client entity

Adding tasks to an engagement workspace enables you to define all the work that is required for a particular engagement. As the engagement team resolves tasks, you can track the engagement progress and assess when the expected completion date for the engagement will be.

To create a task:

  1. U heeft de rol Entiteit toegang of vergelijkbare machtigingen nodig voor de entiteit.

  2. Klik op Activiteiten in het Cloudmenu.

  3. From the Activities drop-down, select Tasks.

    Select Tasks from the Activites drop-down menu

  4. Select New from its menu.

  5. Select an entity for this task and at a minimum complete the Subject line.

  6. (Optional) Select an assignee from your staff list and specify a due date.

  7. Select Post to create your task.

Review your assigned review notes

By applying a filter to the Activities page, you can view all open Tasks that are currently assigned to you.

Bekijk taken die aan mij zijn toegewezen:

  1. Klik op Activiteiten in het Cloudmenu.

  2. In het keuzemenu onder Activiteiten klikt u op Taken.

    In het keuzemenu onder Activiteiten klikt u op Taken.

  3. Klik op Filter () | Toegewezen aan | Mijzelf.

    Filter de resultaten en zoek op Taken die aan u zijn toegewezen

  4. Om alleen taken te zien die open staan, klik op Filter () | Status | Open. Hiermee voegt u een tweede filter toe zodat u alleen toegewezen taken ziet die open staan.

A list of your assigned tasks is displayed.

Document issues in the engagement file

This feature is only available with Cloud products. Available products include AnalyticsAI, CaseWare ReviewCompTax, OnPoint PCR, and Audit International.

You can add issues to a specific document, a specific item in a document or globally (for the entire engagement).

To add a global issue for the entire engagement:

  1. From the top menu, select the Add Issue icon ().

    A pop-up displays on the page showing a text box with a formatting toolbar.

  1. Voer in het tekstveld een beschrijving in.

  2. Met de keuzelijst onderin de pop-up kunt u kiezen om wat voor soort issue het gaat.

    The drop-down menu where you may select an issue type

  3. Klik op Issue aanmaken.

The Issues icon () is also available at most items in engagement documents. You can follow the same steps to record issues at a specific document item. For example, a procedure in a checklist.

To add an issue in a document item:

  1. Open a document in your engagement and select the item that you want to record an issue for.

    In this example, we are adding an issue in a trial balance line.

  2. Klik op het icoon Issues ().

    A pop-up displays on the page showing a text box with a formatting toolbar.

  1. Voer in het tekstveld een beschrijving in.

  2. Met de keuzelijst onderin de pop-up kunt u kiezen om wat voor soort issue het gaat.

    The drop-down menu where you may select an issue type

  3. Klik op Issue aanmaken.

View a summary of issues

All issues that are outstanding, resolved or cleared are accessible on the Issues report. You can use this report to determine what issues currently require review, or to view the history of review on a document.

Let op: It is recommended to clear an issue if you want to retain the history of the issue. If you delete an issue, it is removed from the engagement file and the Issues report.

To view a summary report of issues and review notes:

From the top menu, select Issues. The Issues report is displayed.

The report displays the following information for each issue in your current engagement:

  • Issue type

  • Description of the issue

  • Replies from engagement team members

  • Status changes

  • Current status

At the top of the report, issues are summarized by type. You can use the drop-down menus to filter the report by issue type and status.

The record of current and historical review notes is displayed. You can change the status of outstanding issues (Resolve, Clear, Delete) or edit them in this view.