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RequestsFulfilling

Client Request Completion Guide

This guide explains how to complete audit requests as a client user in the system.

Overview

When you access a task overview page, you’ll see several key sections that help you understand and complete the audit request:

New to request fulfillment? Take a few minutes to review all sections before starting to ensure you understand the complete requirements.

1. Task Information

Task Header

  • Task Name: The title of the audit workpaper or request
  • Task Category: Shows the type of audit work being requested
  • Copy Link: Button to copy the task URL for sharing

Task Description

  • Detailed instructions from your auditor explaining what is needed
  • May include specific requirements, formatting guidelines, or deadlines
  • Contains @mentions of relevant team members

Task Properties

  • Status: Current state of the task (e.g., In Progress, Pending Review)
  • Priority: Importance level set by the auditor
  • Due Date: When the request needs to be completed
  • Assignee: Who is responsible for completing the task

2. Reference Files Section

Downloading Reference Files

If your auditor has provided reference files:

Individual Files

Click on any file button to download it directly

Download All

Use the “Download All” button to get all reference files in a zip archive

File Information

Each file shows its name and can be downloaded with a single click

Reference files typically contain:

  • Templates or examples of what you need to provide
  • Previous year’s documents for comparison
  • Instructions or specifications for the requested data

3. Document Upload Section

When Upload is Required

If the task requires document uploads, you’ll see:

  • Upload Document Files section
  • Requested Files accordion showing what has been uploaded
  • File upload interface for drag-and-drop or browse functionality

Upload Process

Upload Files

Click the upload area or drag files directly onto it

Select Data Source

Select the appropriate data source/category for your files

Wait for Processing

Wait for processing to complete (files are automatically scanned and processed)

Verify Upload

Verify your files appear in the “Requested Files” section

Important: Ensure files are not password-protected or corrupted before uploading.

4. Sample Data Table

Understanding Sample Data

If your auditor has provided sample data or template structures:

Look at the provided example data format to understand what’s expected.

  • Use the “Expand” button to see the full request table view
  • This shows detailed column mappings and data requirements

5. Activity Section

Communication Hub

The Activity section serves as your communication center:

  1. View Comments: See all communications related to this task
  2. Add Comments:
    • Type your message in the comment box
    • Use @mentions to notify specific team members
    • Include updates on your progress or ask questions
  3. Track Progress: Monitor the conversation history and task updates

Using @Mentions

@Mention Tips:

  • Type @ followed by a name to notify team members
  • Available users are grouped by organization
  • Notifications are sent automatically when you mention someone

Best Practices

Before Starting

Read Everything

Review the task description, reference files, and any existing comments

Ask Questions

If anything is unclear, use the Activity section to ask your auditor

Check Due Dates

Note the deadline and plan your work accordingly

During Upload

  • File Names: Use clear, descriptive file names
  • File Format: Ensure files are in the requested format (Excel, PDF, etc.)
  • Completeness: Upload all requested documents at once when possible

Communication

  • Stay Updated: Check the Activity section regularly for new comments
  • Provide Updates: Let your auditor know about progress or any delays
  • Be Specific: When asking questions, reference specific files or requirements

Common Issues and Solutions

Large Files: If files are too large, contact your auditor about alternative delivery methods

Format Issues: Ensure files are in acceptable formats (not corrupted or password-protected)

Processing Delays: Wait for the system to finish processing before uploading additional files

Completion Checklist

Before marking your work as complete:

  • Downloaded and reviewed all reference files
  • Uploaded all requested documents
  • Verified files processed successfully
  • Reviewed sample data format and ensured compliance
  • Added any necessary comments or explanations
  • Confirmed all requirements from the task description are met

Ready to Submit? Double-check that you’ve addressed all requirements before notifying your auditor that the request is complete.

Getting Help

If you need assistance:

  1. Use Activity Comments: Ask questions directly in the task
  2. @Mention Your Auditor: Ensure they receive notifications of your questions
  3. Reference Specific Issues: Be detailed about what you need help with
  4. Check Reference Files: Often contain additional guidance or examples

Remember: Your auditor wants to help you provide the right information. Don’t hesitate to ask questions if anything is unclear!

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