Workflow
Monthly reporting packagePrior-year workpaper rollforwardSite data to report template
- Owner
- A named person at your companyA named person at your firmA named person at your firm
- Can read
- The three folders this workflow needs. Nothing else.The engagement folder for that client. Nothing else.The project folder and your standards library. Nothing else.
- Can send or change
- Nothing until a person approves it.
- Approved by
- The reviewer you nameThe reviewer on the engagementThe reviewing engineer
- Log
- A run record for every output: what went in, what came out, who approved it, when.Inputs used, authorities cited, output produced, reviewer, timestamp.Inputs used, standards referenced, output produced, reviewer, timestamp.
- Stops when
- An error rate you set, a prohibited output, or one named person pausing it.
- Result
- Time per cycle: baseline recorded in week one, measured again in week four.
- Every output reviewed
- Spot-checked
- Monitored
A workflow earns less supervision only when its record shows it has earned it.