Use the Engagement Review Agent

Caseware Verity can perform a thorough review of your workpapers using the Engagement Review Agent. The agent doesn't edit the engagement directly. It delivers a consolidated report, and you decide how to act on each item.

For prerequisites, see What is the Engagement Review Agent?

For additional support, see Engagement Review Agent FAQ.

To perform a review using the Engagement Review Agent:

1. From the Documents page of your engagement, select Review phase next to the phase you want to review.

   

   Alternatively, expand the Caseware Verity pane and enter a request such as "Review this engagement" or "Review the Controls environment phase."

2. If your initial request doesn't include a scope, the Engagement Review Agent will prompt you to specify one. The scope can be a single phase, multiple phases, or the entire engagement.

3. The review begins for the scoped area. You can follow its progress in the Verity pane and perform other tasks without interrupting the review process.

   

4. Once the review is complete, a report appears in the Verity pane. The report summarizes observations, lists each matter in detail, and describes what the review didn't cover.

5. To check the evidence for a finding, select a workpaper link, then select Open Document.