Complete the applicable worksheets

CPA Canada has defined a number of optional worksheets in engagements. In the Fieldwork Optimiser, you can specify which worksheets you want to complete as part of the fieldwork tasks. At Optional documents, select Yes next to the worksheets you want to include.

Once you select Yes next to a worksheet, it becomes available in the Documents page. Complete the available worksheets and ensure that they're signed off by the designated roles.

Note: You can change the signoff workflow for a document by creating custom signoff roles and schemes. To learn more, see Modify signoff roles and Modify signoff schemes.