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Managing Requests

Introduction

Once you have added Requests to your Engagement, follow the steps in this article to begin working with them.

Viewing Existing Requests

There are multiple ways to view Requests in an Engagement:

The Requests tab of an engagement:

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The Requests column in a sheet:
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The Requests tab of the testing workspace:

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The engagement Dashboard:

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Viewing Request Details

Select a Request to view more information about it in the Request window.

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Overview

In the Overview tab, you can view the following information:

  • Description

  • Related controls

  • Date requested

  • Due date

  • Requested by

  • Owners

  • Tags

  • Visibility

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Comments

This is a place for the firm members and the request owners to discuss the Request. You can @mention someone to immediately send them an email notification.

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Activity

Here you can view all activity on this Request for firm and client users.

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Setting the Request Status

A Request's Status can be set to indicate its current lifecycle position.

  • Open: the default Status of a Request when it is created

  • Draft: prevents the client from changing the Status of the Request

  • Ready for Review: the client has fulfilled the Request and is ready for the firm to review it

  • Changes Requested: a firm member has found the client's submission to be insufficient, and is requesting that changes be made

  • Complete: a firm member has reviewed the client's submission and has confirmed that it is sufficient

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Request Visibility

Setting the status of a request does not change its visibility to the client. To change a request's visibility, select Clients can view, Only Owners can view, or No client access from the Client Access dropdown when creating or editing a request.

Editing a Request

Edit an existing Request by selecting the pencil icon next to the Request name.

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Deleting a Request

Delete a Request from the 3-dots menu in the upper-right of the view.

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Editing and Deleting Multiple Requests

Requests can be changed or deleted in bulk. You can do this from the Requests tab of an Engagement.

Next Steps

Learn how to import multiple Requests, or how to link Requests to Sheet rows.

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