Creation of Engagement
Last updated
Last updated
User can Add New Engagement by clicking the "Add New Engagement" button, placed in the upper right-hand corner of the Engagements screen.
The following screen is opened after the user clicks the "Add New Engagement" button:
There are 3 sections displayed on the screen:
Engagement Overview tab
Attachment tab
Status panel with "Create" button.
Click on each tab below for more details:
Engagement Overview tab includes the following sections:
Engagement Overview
Partner Details
Audit Staff Team Members
Specific Procedure To Be Performed (only for Special Audit)
Displayed fields in this section vary depending on the type of the Engagement, that was chosen (Audit, MA, SC, Special Audit).
Example (Audit type is selected):
Some fields (PO Date, Vendor Name, Contract Expiry Date) are filled in automatically after entering the Purchase Order Number.
The most part of this section is filled in automatically after choosing the Partner.
The list of auditors is compiled in accordance with the entered Purchase Order Number.
User can select exiting auditor in the Audit Staff Team Members list or add a new Auditor via the "+" button in the upper right-hand corner of the list:
Add New Audir Staff Team Member modal window is presented in the following screenshot:
User can grant the access to the particular auditor in the modal window during the creation or via check-box in the list of Auditors:
Editing/Deleting
There is an opportunity to edit or delete Audit Staff Team Member via the "Edit" and "Delete" buttons correspondingly ( "Edit" and "Delete" buttons appear after user hover the mouse over the particular line from the Audit Staff Team Members list).
Searching
Search in the Audit Staff Team Members list is available via "Search" icon in the upper right-hand corner near the "+" button:
User can choose the number of the rows, displayed per page (The default value is 10 rows per page).
User can add New Specific Procedure To Be Performed via "+" button:
Add New Procedure modal window is presented in the screenshot:
When the required information is entered, the user can click the "Create" button at the bottom of the status panel on the right side of the screen to create the Engagement.
Created Engagement has the reference number, that is displayed at the top of the screen and its status is "IP Contacted".
After the Engagement was created, UNICEF Focal point user is able to edit the following sections of the Engagement:
Audit Staff Team Members
Attachments (Related Documents)
The following email of granted access is sent to the Auditor after the Engagement was created:
Other statuses are activated after the Auditor fills in the corresponding fields in the Engagement's Report (see more details ).
