Deleting & restoring documents in the Optimiser
Deleting documents using Optimiser
Within the OPT Optimiser, users will need to provide results for a range of engagement setup questions. See below:
When you have responded to these (review Optimiser Guidance doc for impact of your answers), you can then run the OCR- Optimiser Confirmation Report from the bottom of the page.
The OCR considers your responses to the Optimiser questions, and will recommend documents and/or risks to be deleted. Leave the boxes checked if you agree, or uncheck if you want to maintain the document. Click 'Proceed with deletion' to finalise.
Restoring documents deleted from Optimiser
In order to bring back previously deleted documents, you must go back into the OPT Optimiser, and override your results by undoing the sign off and re selecting a different response from the drop-down list.
Once you have progressed to the OCR this time around, there is an option to add missing (deleted) documents back by clicking on the green plus button.
Related Articles
How to use the OPT Optimiser on new and carried forward engagements?
How to use the OPT Optimiser on new and carried forward engagements? New Engagement Files What is the OPT Optimiser? The OPT Optimiser is an optimising worksheet that asks you a series of questions about the Agile Audit engagement, which will then ...Optimiser 3: Directors' Report Overview
The Directors’ report optimiser provides automation to specific disclosures within the Directors’ report, where alternate wording is required. To display the Directors’ report optimiser, complete the following: Open the Entity and reporting ...Optimiser 1: Entity and Reporting Information Overview
The Entity and reporting information optimiser captures the entity settings and provides the reporting settings which are used to configure the financial statements being prepared. To use the Entity and reporting information optimiser, complete the ...Optimiser 4: Notes to the Financial Statements Overview
The Notes to the financial statements optimiser provides the following: automation to specific note disclosures where alternate wording is required efficiencies to specific note disclosures by having one central data entry point, pre-populating ...How do I arrange the order of the groups displayed on Automatic documents
To arrange the order of the groups displayed on Automatic documents such as the Trial balance by leadsheet (i.e. 30-401): 1. From the ribbon, select Engagement | Setup Grouping 2. Click on any column heading until the triangle on the right side of ...