Summary

Engagements hold all of your client data, and act as a "folder" for your analyses in MindBridge.

Learn how to create an engagement.

Go to the Engagements page

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

Create the first engagement

After you create a new organization, you can immediately 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 within your organization, select View in line with the desired organization, or click anywhere in the organization row. You will be brought to the Create engagement workflow.

Create additional engagements

1. On the Engagements page, select Create engagement.
   You will go to the Create engagement page.
2. Enter the appropriate information as indicated in the create engagement workflow.
3. If desired, follow the steps in the roll forward and import settings workflows.
4. Once you are satisfied, select Next.
   The engagement will be created and you will go to the Create analysis page.
   
   

Create engagement workflow

Provide the following information on the Create Engagement page.

General settings

• *Engagement name: The name given to the engagement.
• *Library: The library is comprised of filters, ratios, populations, segments, risk settings, and account groupings specific to the appropriate industry. Libraries are configured and managed by your App Admin. Learn more about libraries.
• Roll forward settings.
• Import settings options.

Engagement planning

• *Reporting frequency: How often the 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.
• *Audit period end date: The last date of the occurring audit.
  • Note: This field is used for engagement reconciliation and audit planning, and 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.
• *ERP: 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 ERP documentation, support, etc.
• Auditors: They can only access engagements they have been given access to, where they can import and export data but cannot adjust general or control point settings.
• Managers: They are appointed at the organization level and have access to all engagements within the organization they manage.

* These are required fields.

Roll an analysis forward from an existing engagement

Once you select a library, you can streamline the data import process by rolling analysis data forward.

When you roll forward with this method, MindBridge creates a new analysis within a new engagement, and the data that rolls forward will be imported immediately into a prior period.

Data will be rolled forward into the new analysis as follows:

To roll an analysis forward from an existing engagement:

1. Select Create engagement.
2. Enter an engagement name.
3. Select the Library you want to use.
4. Check the box next to Roll forward.
5. *Use the Organization menu to select the source organization.
6. *Use the Engagement menu to select the source engagement**.
7. Use the checkbox(es) to select one or more analyses to roll forward into the new engagement.
8. Use the toggles to indicate whether each selected analysis is an Interim or Full analysis.
9. Enter the appropriate information in the Engagement planning section, then select Next.

At any point you can select Cancel to go back to the Organizations page.

Import settings from an existing engagement

You can select settings to import from an existing engagement into the engagement you are creating.

1. Select the Library you want to use.
2. Check the box next to Import settings.
3. *Use the Organization menu to select the source organization.
4. *Use the Engagement menu to select the source engagement**.
5. Use the checkbox(es) to select the settings you want to import per analysis type.
   Additional details will appear beneath each selection.
6. When you are satisfied, select Next.
   If you are also rolling an analysis forward, you will go to the Data page of the new engagement.
   If you are not rolling forward, you will go to the Create Analysis page.

At any point you can select Cancel to go back to the Organizations page.

Anything else on your mind? Chat with us or submit a request for further assistance.

Related article

• Engagement settings: General settings and engagement planning