Financial Assurance Module
  • Financial Assurance Module Documentation
  • INTRODUCTION
    • Glossary / Terminology
    • FAQ
    • Releases / Changelog*
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
      • User roles and permissions
    • Financial Assurance Module Navigation
    • Overall User Interface
    • Engagements section
      • Creation of Engagement
      • Reporting of Engagement
      • Submitting of Engagement
      • Finalize the Engagement
      • Export of Engagement
      • Cancellation of Engagement
    • Staff Spot Checks section
    • FAM workflow
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Backend Module structure
    • Data Model
    • Fixtures & management commands
    • Integration with permissions framework
    • Interaction with VISION
    • API Documentation
      • Error Handling
    • Frontend
      • Module structure
      • Build process
      • Tests
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  1. PRODUCT / END-USER DOCUMENTATION

Engagements section

PreviousOverall User InterfaceNextCreation of Engagement

Last updated 6 years ago

This section provides the step-by-step description of the creation, assignment, reporting, approving, tracking and finalization of the Engagements.

List of Engagements is the main element on this page. It contains the Engagements of all types and statuses. Here is the overall UI:

User can sort columns in either ascending or descending order.

User can choose the number of the displayed Engagements per page, it can be selected in the following dropdown field (the default value is 10 rows per page):

Clicking the reference number for each row will take user to the corresponding Engagements Details.

Export

List of Engagements can be exported to CSV file using the "Export" button in the upper right-hand corner.

Searching

User can search through the Engagements, and the search can be perfomed for Partner name or Auditor fields.

Filtering

In the upper right-hand corner the user can use "Add filter" option with set of parameters to be chosen.

List can be filtered using the different kinds of filters: Auditor, Engagement Type, Partner, Status, Joint Audit.

After the user selects the required filter from the Filters list, field with the droprown list of options and search fuction appears on the left side:

Example: Filter “Auditor“ is selected:

List of Engagements: overall UI
Rows per page
Export button
Search bar in the upper left-hand corner
Additional search field for Filter