Using the Engagement View

The Engagement View provides a way for you to organize and quickly access all the workpapers, reports and leadsheets for an engagement in one location. You can also view status information for workpapers, such as whether they have been signed off, are locked, or have notes associated with them. If the file is already in use by another user, this information is visible as well.

• The Engagement View page opens automatically when you open an engagement that already has a trial balance uploaded. You can access it from any other page in an engagement by clicking on the navigation bar and selecting Engagement View.
• For consolidated engagements, click Engagement View on the Subsidiary Setup page or click on the navigation bar and select Engagement View.

With consolidated engagements, sub-nodes appear under Unfiled Reports and Unfiled Leadsheets for each entity – the consolidated entity and each subsidiary entity. This makes it easier for you to find the reports and leadsheets by entity and drag and drop them to the desired folder or sub-folder.

The Nodes and Sub-Nodes cannot be deleted or modified.

You can add folder and sub-folders to organize the workpapers, reports, and lead sheets. Simply drag and drop the content from the unfiled nodes to the appropriate folder. You can also drag content from one folder to another folder. Items within a node or folder are sorted by index, then by name.

Clicking the index or name of:

• A report or leadsheet opens the page for that item.

• A Microsoft® Excel® or Microsoft® Word workpaper opens the file for editing or viewing if you have installed Workpaper Monitor; otherwise, these workpapers and all other types of workpapers are downloaded to the local Downloads folder.

Click a folder or node on the left side to view the contents of the folder or node on the right side. Once the content is on the right side, you can drag and drop, add sub-folders, change the folder properties and perform other actions on the workpapers and reports (i.e. sign off, lock, etc.)

To remove the folder or node from the right side, click on that folder or node on the left side to unselect it.

Tell me more about each node.

Node	Description
Unfiled Workpapers	The default location for all workpapers when they are initially uploaded to the engagement.
Unfiled Reports	The default location for the financial statements, tax summary report, and trial balance report that are automatically generated by CCH iFirm Engagement.
Unfiled Leadsheets	The default location for the leadsheets that are generated automatically for each financial group assigned to accounts in the financial trial balance.

Tell me about the columns in the Engagement View grid.

Column	Description
Index	Displays the index for an item if one was assigned. If the index is changed for an item, the new index is immediately visible to all users.
Name	Displays the name of an item. Clicking the item name does the following, depending on the type of item: Microsoft® Excel® or Microsoft® Word workpapers open in their native applications with Workpaper Monitor. Workpapers in any other format are downloaded to your computer. Reports and leadsheets open in CCH iFirm Engagement. If the name is changed for an item, the new name is immediately visible to all users.
Actions	Displays the icon if there are additional tasks you can perform for an item. Click the icon to display the list of additional tasks that can be performed. The tasks that can be performed vary for different types of content.
Notes	Displays the if there is a note associated with this item. Click the icon to open the Notes pane so you can view and work with notes for this item.
Status	Used for workpapers only. Displays the following icons as appropriate: Indicates the workpaper is currently being edited. The name of the user is indicated in the Active User column. The name that displays is the name entered in the Report Name field in the staff member's profile in CCH iFirm User. Indicates that changes were made and saved after a reviewer signed off on the workpaper. Indicates the workpaper is locked. The status updates automatically as users work with items in the Engagement View page. You do not need to refresh your browser to see the latest status.
Active User	Used for Microsoft® Excel® or Microsoft® Word workpapers only. Displays the name of the first user who opened the workpaper. Subsequent users can open the file in read-only mode, but will be unable to make edits until the active user has closed the file.
Preparer	Indicates if a preparer has signed off on the item. If the preparer has signed off, the preparer's name and the date of the approval display.
Reviewer 2nd Reviewer	Indicates if a reviewer has signed off on the item. If a reviewer has signed off, the name of the reviewer and the date of the approval display.
Date Modified	Used for workpapers only. Indicates the date and time when the workpaper was last changed and saved, or a new version was uploaded.
Size	Used for workpapers only. Indicates how large the workpaper is in kilobytes.

Tell me about the tools in the toolbar.

Tool	Description	Engagement Modules
Add Journal Entries	Allows you to view, add, edit, and delete journal entries.	Pro
Upload Workpapers	Allows you to add workpapers to the engagement. Initially, files are placed in the Unfiled Workpapers node. You can move them to folders or sub-folders if needed.	Pro
Subsidiary Setup	Only available in consolidated engagements. Opens the Subsidiary Setup page, where you can add or modify subsidiary information.	Pro

Tasks You Can Perform from Engagement View

Engagement View allows you to access all the workpapers for the engagement and perform tasks, as described below.

Folder and File Organization Tasks

• Add, edit, and delete folders to the Engagement Index node
• Move content between nodes and folders

Workpaper Tasks

• Upload or reupload a workpaper
• Use Workpaper Monitor to open and edit a Microsoft® Excel® or Microsoft® Word workpaper from within Engagement
• Download a workpaper
• View and edit the properties of a workpaper
• Sign off on a workpaper (Pro module only)
• Lock or unlock a workpaper (Pro module only)
• Delete a workpaper

Leadsheet and Report Tasks

• Work with workpaper, report, and leadsheet notes (Pro module only)
• Sign off a leadsheet or report (Pro module only)
• Edit the index or name for a leadsheet or report