Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

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.

• Engagement staff can store data on a network drive where it can be accessed by all engagement team members.
• Engagement staff can work on their assigned separate workpapers within the same engagement at the same time.
• Engagement staff can add and edit workpapers, create notes, in addition to signoff on documents when they are completed.
• Engagement staff can add, edit, or delete review notes for a workpaper while it is currently open—regardless of whether it was opened by you or another staff member.
• The staff in-charge can review and sign off on workpapers without interfering with the workflow of the engagement staff.
• The staff in-charge can access and perform multiple workpaper signoffs and create notes for other engagement staff, which are refreshed automatically in real time for the whole engagement team.

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

Was this article helpful?

Yes No

Submit