The Engagement View provides a way for you to organize and quickly access all the workpapers, reports, leadsheets, and Knowledge Coach forms for an engagement in one location. You can also view status information for workpapers and Knowledge Coach forms, 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 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, lead sheets, and Knowledge Coach forms. 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.
A dynamic Knowledge Coach form opens the page in a new browser tab for that item.
A static Knowledge Coach form downloads the file 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.
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.
All
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 Engagement.
Dynamic Knowledge Coach forms open in a new browser tab.
Static Knowledge Coach forms are downloaded to your computer.
If the name is changed for an item, the new name is immediately visible to all users.
All
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.
All
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.
All
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 Axcess Staff Manager.
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. You do not need to refresh your browser to see the latest status.
Pro and Knowledge Coach
Active User
Used for Microsoft® Excel® or Microsoft® Word workpapers and dynamic Knowledge Coach forms 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.
Pro and Knowledge Coach
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.
All
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.
All
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.
All
Size
Used for workpapers only. Indicates how large the workpaper is in kilobytes.
All
KC Title Year
Displays the year that the title of the KC workpaper was released.
Allows you to view, add, edit, and delete journal entries.
Essentials and 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.
Essentials and Pro
Submit All KC Changes
Saves and publishes all changes you have made since the last time you clicked the button.
Knowledge Coach
Risk Summary
Opens the Risk Summary page, where you can add, review, edit, and delete risks.
Knowledge Coach
Refresh KC Diagnostics
Refreshes the status of all diagnostics.
Knowledge Coach
Add KC Forms
Opens the Add Forms page so you can select additional forms to insert in the engagement.
Knowledge Coach
Add Disclosure Checklists
Visible only if your firm uses CCH Axcess AutoCheck. Creates a disclosure checklist in a section titled Financial Statement Disclosure Checklist.
Knowledge Coach
Print All KC Forms
Create a PDF of all Knowledge Coach html forms in the selected engagement. Microsoft Word, Excel and PDF forms will not be included in the print.
Knowledge Coach
KC Update Available
If a new version of industry content becomes available after you've created an engagement, an Update Available button with a red dot displays.
Knowledge Coach
Subsidiary Setup
Only available in consolidated engagements. Opens the Subsidiary Setup page, where you can add or modify subsidiary information.
Essentials and 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.
on the navigation bar and selecting Engagement View.
Tell me about the columns in the Engagement View grid.
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.
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.
Indicates the workpaper is currently being edited. The name of the user is indicated in the Active User column.
Indicates that changes were made and saved after a reviewer signed off on the workpaper. 