Multi-staff functionality in Engagement CS (a typical scenario)

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Engagement CS’s multi-staff option is designed to provide you with maximum flexibility when multiple staff members are working on the same engagement. The feature allows you to make changes to workpapers (including signoffs and notes) at the same time as other engagement staff, which optimizes the engagement workflow and reduces the overall time spent to complete engagement tasks. In a typical engagement workflow scenario, specific tasks are assigned to multiple staff members throughout the different stages of the engagement.

When connected in a networked environment with other engagement team members, the multi-staff feature provides an alternative to using different sets of client data in the staff collaboration scenario using the Check In and Check Out capabilities within the application.

When working on a network at the client’s office, and as soon as the staff in-charge assigns all of the appropriate privileges and workpapers to each engagement staff member for the engagement, the multi-staff scenario allows you to do the following.

See also: Multi-staff functionality in Engagement CS (Overview)

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