Using the Engagement View

The engagement view lists all the forms that are included in the engagement. You can access this view by doing the following:

• From the page, click the link for Engagement list.

When you open the engagement view, the list of folders will be displayed on the left. Open each folder to review KC forms and workpapers. KC forms are added to Unfiled Knowledge Coach Forms folder by default. If a form name displays in blue, you can click the form name to open that form in the engagement.

Note: The image next to a form name indicates that there are open notes for that form.

You can perform the following actions on forms in the engagement:

• Sign off on a form.
• Delete a form from the engagement.
• View and add form notes.
• Edit the name of a form.

You can also review the risk summary for the engagement and Add KC Forms to the engagement from this page. Once you have made all the edits needed for the engagement, you can click Submit All KC Changes so your updates are available to other team members.

Tell me about the KC buttons in the engagement view.

Icon	Description
Refresh KC Diagnostics	Refreshes the status of all diagnostics.
Submit All KC Changes	Saves and publishes all changes you have made since the last time you clicked the button.
Risk Summary	Opens the Risk Summary page, where you can add, review, edit, and delete risks.
Add KC Forms	Opens the Add KC Forms page so you can select additional forms to insert in the engagement.
Add Disclosure Checklists	Visible only if your firm uses CCH Axcess AutoCheck. Creates a disclosure checklist in a section titled Financial Statement Disclosure Checklist.