Michaela Greene
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Recent activity by Michaela Greene-
Filtering the Review Points
The Review Points Summary can be filtered based on the following criteria: Assigned to; Assigned by (creator of review point); Status; and Type To filter the Review Points, simply: Open up the Rev...
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Viewing Review Points
There are numerous ways in which you can view the resolved and unresolved Review Points on a file. Contents Through the Review Points Summary Through the Working Paper Index Through the Review P...
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Resolving a Review Point
When a Review Point is added to a file, it will need to be marked as resolved before the partner can sign off on the report.Mark a Review Point as Resolved Access the Review Points Summary by click...
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Adding a Review Point
The default Review Points included in BrightWorkpapers are: Review Points The default type which any staff member is able to use. Audit Action Points A list of items that are required to be a...
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Review Point Types Missing
If you are unable to add a review point into your file, this will be due to Review points missing from your file. On most occasions this is due to not selecting them during the roll-forward process...
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Changing the sign-off date and one click sign-off
Changing the sign-off date of workpapers is a restricted feature and by default is restricted to users with the Partner role from the Permissions menu. For more information on editing the Permissio...
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Sign-off and completion
Once a program, checklist or other document has been prepared, reviewed or completed there are functions available, as noted in the Completion Statistics chapter of this manual, to allow you to s...
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Adding comments
Open the program or checklist by left clicking on the program or checklist name or reference number; Identify the procedure you wish to add comments against; Click in the comments box provided an...
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Referencing
Open the program or checklist by left clicking on the program or checklist name or reference number; Identify the procedure you wish to reference; Hover over the Ref column against the procedure...
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Completing procedures
Open the Folder and select the Workpaper by left-clicking on the Workpaper or the reference number. Identify the procedure or checklist item you wish to complete; Tick the Completed box to mark...