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Enabling SQM for Staff
After SQM 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, as set out in the instructions below. NOTE: Both options below ...
SQM How to - Design - Tasks
Design - Tasks The following describes the functionality and features included in SQM. Objective The objective of this page in SQM is to record the firm’s tasks. Tasks are the firm’s actions to implement the firm’s policy responses. Page position ...
SQM How to - Operate - Tasks
Operate - Tasks The following describes the functionality and features included in SQM. Objective The objective of this page in SQM is to provide an individual user with an overview of tasks that the individual user has completed or the scheduled ...
SQM How to - Design - Setup
Design - Setup The following describes the functionality and features included in SQM. Objective The objective of this page in SQM is to • select the firm’s applicable standard(s); and • set up the firm’s risk matrix. Page position Setup can be found ...
SQM How to - Design - Procedure Responses
Design - Procedure Responses The following describes the functionality and features included in SQM. Objective The objective of this page in SQM is to record the firm’s procedure responses. Procedure responses are the firm’s actions to implement the ...