What is the difference between Cleared and Completed?

Issues are resolved by the assigned audit team member(s) and then cleared by the issue owner (creator).

Process of an Issue:

1. Issue is raised by the audit team member (typically the manager).

2. When the issue is created the creator will then assign the team member responsible for the issue.

3. The team member responsible will then complete the issue. When issues are resolved they will appear crossed out on the Issue Pane.

4. The issue creator will then clear the issue. 

5. The user who is assigned the issue may Resolve or re-assign the issue. But they cannot modify the main properties of the issue or clear the issue.

The user can view issues which have not been cleared using the following screens:

- Issue Pane. Can create or modify filters to display all uncleared issues.

- Document Manager. An uncleared issue column can be displayed which shows all uncleared issues assigned to documents.

Below is the process of an Issue from start to finish:

Note: 

- Issues can only be deleted or cleared by the creator.

- Issues can be cleared from the Issue Pane under the Un-cleared Issues tab.

- Issues can be cleared from within the Issue screen.

- Issues can be cleared from the Issue Automatic Document.

 

• Related Articles

• How do I customise the Issues pane?

  Issues can be created and assigned to any document in the CaseWare file.  Once created, all issues are listed in the issues pane, which can be viewed by selecting the Issues button on the navigation toolbar. This issues pane can then be customised in ...

• How do I complete and clear my review points (issues) in Agile?

  To complete a review point 1. There are 3 main options available under an issue / review point 2. To reply, a text box will appear below, allowing you to leave a reply. 3. When the issue is resolved, select resolve to disable the red notification ...

• How do I create and review my review points (issues) in Agile?

  To add a review point / issue  1. Select the flag icon. 2. In the pop-up, you may choose the type of issue to raise by clicking the bottom left corner. 3. All review points can be reviewed by pressing the Issues button. 4. Select from the drop-down ...

• How do I Add Issues to the Financial Statements?

  Issues can be assigned at all levels throughout the financial statements, from a main statement all the way through to a note text section. The flag button represents an issue. To add an issue, complete the following steps: Click the flag button next ...

• How do I Edit or Delete Issues in the Financial Statements?

  To edit an issue, follow these steps: Click on the flag to view the details of the issue created. Click on the pen button. The issue dialog will display detailing the issue. Edit the issue as required, and click OK. To delete an issue, follow these ...