How to lock an Agile Audit engagement?

How to lock an Agile Audit engagement?

It is advised that once an audit has been completed, the lockdown process is performed to prevent any changes from being made.


To perform a lockdown on an Agile Audit engagement, simply click on the Engagement Setup tab in the top left corner of the screen, and select Lockdown from the dialog.



Confirm you want to proceed with the lockdown process. 




Once the lockdown has been completed, you will note that a locked icon has appeared next to the Engagement title.
‚Äč


From the Engagement Setup tab, you can access the Lockdown Information, which captures the date stamp and initials of the person who performed the lockdown.


How to unlock an Agile Audit engagement


If you have performed the lockdown procedure, you can temporarily unlock the engagement for the duration of the session. To unlock the engagement, go to the Engagement Setup tab and select Unlock.



You will be required to provide a reason for unlocking the engagement, which will be recorded, so it is advised that you take this into consideration when inputting it. 



Once you have provided your reason and selected Yes, the engagement will be unlocked. The Lockdown Information will also have captured your unlock activity.






    • Related Articles

    • Agile Audit Process Map

      The Agile Audit process map attached in this FAQ below illustrate the best methodology to use our CaseWare Agile Audit for an audit engagement. To go alongside the process map, a series of FAQs are below to provide details on parts of the process ...
    • Consolidation in Agile Audit

      Although consolidation is a feature in Agile Audit, it is important to be aware of a few key rules/best practices: 1. Only Trial Balance and journal data will be consolidated - there is no consolidation of risks or documentation between entities ...
    • Enabling Agile Audit for staff

      After Agile Audit ANZ has been enabled on your firm’s CaseWare Cloud site, a Cloud administrator will need to assign the app to the relevant staff to access and use.  This is done one of two ways: Both options below can only be performed by a Cloud ...
    • Agile Audit mapping structure

      Based on recent questions we have received from Agile Audit customers, we have developed this explanatory FAQ on the use of the current mapping structure in Agile Audit. Background: The Mapping structure included in version 1 was designed to be ...
    • Expectations with Agile November 2022 update

      Introduction Prior to running the Carry forward with the Agile November 2022 template, it is important you are familiar with the following post-carry-forward impacts that will require your intervention.  The post-carry-forward steps that need to be ...