Engagement Manager® now allows you to perform various diagnostic reports on an engagement to easily identify overlooked or omitted tasks.
To use the Diagnostics feature, simply follow these instructions:
1. Select Tools/Diagnostics from the main menu.
2. Place a check mark in the box next to the report you wish to generate.
3. Select the Generate Reports button.
4. If more than one report is selected, you need to click the "View Later" button. After selecting this button, the reports will be available in the Reports folder within your engagement. If only one report is generated, you can either select the "View Report" button or the "View Later" button. The "View Report" button allows you to view the report instantly.
Report Descriptions
Engagement Status Report
Allows you to generate a report that details the status of documents in the engagement.
Look for Unsigned Program Steps
Provides a report that lists the Audit Programs in an engagement with unsigned steps.
Scan for Duplicate Workpaper References
Displays a listing of duplicate workpaper references in the engagement.
Workpapers Not Completed
Provides a report that lists the workpapers that have not been completed.
Workpapers Changed since [Date]
Provides a report that lists the workpapers that have changed since a specified date entered by you.
Workpapers Without at Least [number] Review(s)
Lists the workpapers that have not been through a user-entered number of Reviews.
Workpapers Changed Since Reviewed by [Staff List]
Provides a report that lists the workpapers that have changed since a user-entered person review.
Workpapers Changed Since Last Review
Provides you with a listing of any workpapers changed since the last review.
Workpapers Changed Since [number] Review(s)
Provides a listing of workpapers changed since a user-entered number of reviews.
