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How do I create a Completion checklist for my engagement?

Users will have the ability to select a digitalized working paper template from the Template library during engagement creation and perform additional action on each template screen in the compilation process.

Key Functions 

  • Ability to view checklist layout and provided answers, comments and to each checklist 
  • Ability to add Review notes, cross reference, files, Tickmark icons for every bullet point of a step 
  • Ability to add more procedures to the checklist and conclusion section for reviews and signoffs 

User Flow 

Ability to view checklist layout and provided answers, comments and to each checklist 

  1. User will have to select a digitalized working paper template from the Template library during engagement creation. User can select Acceptance and continuance, knowledge of the entity or Completion checklist. 

2. Once the digitalized working paper template is selected inside engagement, user should be able to perform additional action on each template screen in compilation process. 

3. Every working paper template selected during creation should be visible in the second navigation menu within the Planning section. 

4. The screen should load this working paper displaying all its steps in a row and column format. There will be objective mentioned below the title. 

5. The grid will display all step from the Completion Checklist template. The column header will be Blank for left most/First column, Answers, Comments (If any) and done by/date in same order from left to right. This column header will be frozen and should be visible in screen all time despite scrolling on page. 

  1. The data row of each column will be as follows: 
  2. First Column: Blank column will have the step detail from the template 
  3. Answers Column: Answers will be a single select dropdown with 3 options of Yes, No and NA for every bullet point in the step 
  4. Comments (if any): Comment (if any) will have a textbox to enter free text for every bullet point in the step 
  5. Done by/Date Column:  Auto populated data of user who made changes to column B and C 

Ability to add Review notes, cross reference, files, Tickmark icons for every bullet point of a step 

  1. There will also be Review notes, cross reference, files, Tickmark icons for every bullet point of a step, if the bullet points have any added. There will also be fixed + icon which on clicking will display 4 options as Add Review notes, Add Cross references, Add Files and Add Tickmarks 

Ability to add more procedures to the checklist and conclusion section for reviews and signoffs 

  1. At the end of last step, an option to add more procedure should be available followed by conclusion and Mark as prepared button. 
  2. When the user clicks on Add more procedure, A blank step should be displayed. The step will have headers, sub headers/sub items along with save icon and x icon to the right. When user clicks save, the step will get saved to the working paper and clicking on x will discard the step. User will only be able to add content on the first column. User should be able to edit or delete procedures added within the engagement. 
  3. Conclusion section will have content with checkboxes. Both checkboxes need to be checked prior to clicking on Mark as Prepared. 
  4. The Mark as Prepared button will be frozen and be displayed despite of scrolling. Once clicked the Mark as Prepared button will change to Mark as Reviewed. Once clicked the Mark as Reviewed will change to Mark as Manager Reviewed and once Manager reviewed is clicked it will change to Mark as Complete. Once Partner clicks on Mark as complete the label will change to Complete and will no longer be clickable. After being marked as Complete the screen will no longer be editable.