Document Actions
1.
Roles in Working Papers
Up one level
CaseWare Working Papers also has the concept of roles. However, the Working Papers roles apply only within an engagement. The two security systems compliment each other and do not overlap.
Working Papers does not come with any set of default roles; it simply comes with a set of permissions. Users create the roles themselves and may create as many roles as they wish, associating a set of permissions with each role.
The permissions within a Working Papers client file are not equivalent to those in the OpenEngagement DMS, which means the OpenEngagement DMS cannot assume any DMS-level permissions should be applied based on the roles within the client file; the OpenEngagement DMS is not able to extract any of the permissions defined in Working Papers and apply them in the DMS. Permissions in Working Papers have to do with access to specific portions of an engagement, which does not apply to the DMS. As well, there’s nothing in Working Papers that would define the OpenEngagement DMS permissions.
The roles often created by Working Papers users and used within Working Papers may be similar to those within the DMS. For example, both systems may have Reviewers. However, the Reviewers within the client files will perform client file-level reviews, while the Reviewers in the DMS will perform DMS-level reviews, which may be quite different types of review.