> For the complete documentation index, see [llms.txt](https://razortheory.gitbook.io/financial-assurance-module-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://razortheory.gitbook.io/financial-assurance-module-documentation/product-end-user-documentation/engagements/finalization.md).

# Finalize the Engagement

UNICEF Focal point user, who has created the Engagement, can Finalize the Engagement. See more details about user rights [here](/financial-assurance-module-documentation/product-end-user-documentation/overview/user-roles-and-permissions.md).&#x20;

The option is available for Engagements with **"Report submitted"** status.&#x20;

The button **"Finalize"** is displayed at the bottom of the Status panel.&#x20;

![Finalize button](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfCvCE6PygX_f83FE9%2F-LKfF0XFYvH8pE1lmhxU%2F106.png?alt=media\&token=e34b52ec-b3bd-4238-afeb-1c66a9e6b7a0)

After the user clicks on the "Finalize" button, the Engagement status is changing to the **"Final Report".**&#x20;

After the Engagement was finalized, the **Follow-up** tab appears.&#x20;

![Follow-up tab for Audit Engagement](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfGuhllZhwH52ljuG7%2F107.png?alt=media\&token=7b2fcc29-a599-4a08-9793-a62a37563a00)

The Follow-Up tab includes the following **sections** in accordance with the Engagement type:&#x20;

| Sections/Engagement type                       | Audit/Spot Checks | Micro Assessment/Special Audit |
| ---------------------------------------------- | ----------------- | ------------------------------ |
| <p></p><p>Financial Findings section</p>       | Y                 | N                              |
| <p></p><p>UNICEF Follow-Up Actions section</p> | Y                 | Y                              |

## **Financial Findings section**&#x20;

![Financial Findings section: overall user interface](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfHcT4m0b4NEyvR9D2%2F108.png?alt=media\&token=60483af1-c206-49c5-bad8-817bef16032e)

The fields with dashed lines is non-editable. Other fields can be edited.

Changes can be saved via "Save" button, displayed at the bottom of the status panel.

## **UNICEF Follow-Up Actions section**&#x20;

Here is the overall UI:&#x20;

![UNICEF Follow-Up Actions section](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfJp_w73_VaIRmHKqJ%2F110.png?alt=media\&token=49252bfe-a1fe-434b-bc43-3ff655eb17ad)

The new Follow-Up Action can be added via "+" button in the upper right-hand corner:&#x20;

![Add Action Point button](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfKLWMXd5ab-dVDF28%2F112.png?alt=media\&token=0846edbd-7de9-4ba3-8097-8c0d6a5efde4)

The following modal window appears after the user clicks the "+" button:&#x20;

![Add Action Point modal window](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfL0kIVIsajZ_UnNbG%2F111.png?alt=media\&token=12da0133-7ec8-4994-924c-50334b1ab13f)

Each Follow-Up Action, called also the Action point, added to the section, can be duplicated or edited via "Duplicate" and "Edit" buttons correspondingly ( "Duplicate" and "Edit" buttons appear after user hover the mouse over the particular line from the UNICEF Follow-Up Actions list):

![Duplicate button](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfM7VFE4qilPbcsFOv%2F113.png?alt=media\&token=96f4fc98-3c1b-4a17-881c-0148da8d2024)

![Edit button](https://3140720386-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LJxF2RKg63Q700gpAQ8%2F-LKfFc8fk-lkZSMRtBOQ%2F-LKfMbAB2ZqmpFnbvZIs%2F114.png?alt=media\&token=de59456d-c4bc-4829-bc4f-7392cb3d2aec)

Clicking on the reference number for the particular action point will take user to the corresponding Action point details screen on the Action Point Dashboard.&#x20;

See more details of the Action points in the [Action Point Dashboard Documentation.](https://new-company.gitbook.io/action-points-dashboard/)<br>
