Use this page of the New Engagement wizard to assign staff members to the engagement team for the current engagement. This grid functions much like other grids used in CSA. You can delete an item in the grid by highlighting the row number, pressing the DELETE key on your keyboard, and then clicking the Yes button on the confirmation dialog when prompted.

Staff Name

• You can use the drop-down list in the Staff Name column when adding a staff member in the Assign Staff grid for the current engagement (staff in charge only).
• You can choose any staff members in the list that have been previously set up on the Staff tab of the Setup > System Configuration > Administration dialog and marked as Engagement CS Users (See Setting up group and staff privileges for users of Engagement CS).

Staff ID. The corresponding Staff ID (up to five alphanumeric characters) appears automatically in the Staff ID column when the Staff Name is selected.

Type. The Preparer and Reviewer signoff types are already provided by default, and up to three user-defined signoff types appear in the Type drop-down list if they have been previously set up in the Setup > System Configuration > Signoff Types dialog.