difference between Signing out and Checking out an engagement
file is as follows:
feature allows the user to sign out a copy of the entire engagement
file to a new location, leaving a read-only copy behind at the original
location. This is most commonly used if:
- A user is
planning to take a copy of the file offsite to the client; or
- A user is
the only person working on the file in the office and would rather work on
the hard drive than the network.
feature allows the user to check out individual components (for
example; documents or adjusting entries) of an engagement file. During the
check out process, Working Papers makes a copy of the entire master file
in a second location and allows the user who checked-out the engagement to make
changes to the selected components.
and adjusting entries that are checked out by the user show a red check mark
against them, as seen in the example of the Checked out copy.
should you Sign out and Check out?
- Working on
your hard drive will ensure faster performance.
creates two copies of the engagement file – useful for backups.
- The copy on
the network will now be read only – useful for control of versions.
and servers are useful for storing data, but the above features
should be used to ensure fast performance and managed version control.
users within the master copy of the file will have the checked
out documents appear grey. These documents can be opened in read-only mode
feature is most commonly used when:
users are planning to work on an engagement file offsite at the client’s
users are planning to work on an engagement file in the office on their
- CaseView documents
are always closed during any check out operation to ensure that they are
- When files
are checked out, the Lock Down feature (Engagement | Lockdown)
is not available.
- After a file
has passed the document completion date and lockdown occurs, the file
cannot be unlocked until all files checked out before lockdown occurred
have been checked in.
- When a
locked down file is checked into the locked down the master, all lock down
milestones are regenerated with the newly introduced data.
- When Signing
/ Checking out a file, regular back-ups are still required.