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Create an engagement

Article author
Jonathon Plowman-Samson
  • Updated

Learn how to create an engagement in MindBridge.


Navigate to the Engagements page

  1. Select the MindBridge icon in the sidebar to go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row to go to the Engagements page.


Create your first engagement

After you create a new organization, you can immediate create the first engagement. However, if you Save and exit during the Create Organization step, or Cancel during the Create Engagement step, you will go back to the Organizations page.

To create the first engagement, simply View the new organization. You will be brought to the Create Engagement step.


Create additional engagements

  1. Go to the Engagements page.
    You will see the existing engagements.
  2. Select Create engagement to go to the Create Engagement step.


Create Engagement step

Provide the following information:

  • Engagement name: The name you or your team have given the engagement, such as "2020 FY" or something easily identifyable.
  • Library: The library selected by your firm is comprised of filters, ratios, control point settings, and account groupings specific to the appropriate industry. Libraries are configured and managed by your administrator. Learn more about libraries.
  • Reporting frequency: The frequency with which your client's financial data is reported.
  • Fiscal start month: The month in which the fiscal period begins.
  • Fiscal start day: The day of the month on which the fiscal period begins.
  • Fieldwork start date: The date on which teams begin their onsite work. Used for engagement planning, this field does not affect risk scoring or analytics.
  • Billing code: Associates engagements and analyses with clients to ensure those clients are billed appropriately for MindBridge usage.
  • Industry: The primary business activities of the company under audit. You can select a pre-populated option from the menu or enter your own into the field.
  • Financial Management System: The system from which you will be exporting financial data. You can select a pre-populated option from the menu or enter your own into the field.
  • Engagement lead: The primary contact responsible for leading the audit. They will receive any proactive communication from Customer Support about financial management system documentation, support, etc.
  • Auditors: They can only access engagements they have been given access to, where they can load and export data but cannot adjust general or control point settings (optional).
  • Managers: Appointed at the organization level and have access to all engagements within the organization.

Roll an analysis forward from an existing engagement

Rolling an analysis forward will pre-populate the prior period data of your new engagement to streamline the data import process. Data from an existing engagement will be copied over to the new engagement as follows:

Existing engagement

New engagement

Current period

Prior period 1

Prior period 1

Prior period 2

Prior period 2

Prior period 3

Prior period 3

Prior period 4

Prior period 4

Data is not copied to new engagement

To roll an analysis forward from an existing engagement:

  1. Select Create engagement.
  2. Name the engagement.
  3. Open the Library menu and select the appropriate library.
    You must select the same library used in the engagement you want to roll forward.
  4. Beneath Roll forward, follow these steps:
    • Use the Organization menu to select the correct organization.
    • Use the Engagement menu to select the correct engagement.
    • Use the checkbox(es) to select one or more analyses.
  5. Enter the appropriate information in the Engagement planning section, then select Next.

Note: Only completed analyses can be rolled forward.

Importing settings from an existing engagement

To use settings from an existing engagement you must select a library, which enables the option to select an organization and engagement in the Import settings section of the page. If the selected library is different than what is being imported you will be restricted in what settings can be imported.

import-settings-compressed.gif

 


Anything else on your mind?
Log in to MindBridge to chat with us, email support@mindbridge.ai, or reach out to your assigned Customer Success Manager.

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