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9.
Multiple Reviews
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The OpenEngagement DMS supports multiple reviews, and the reviews may be simultaneous, or partially simultaneous. That is, multiple reviewers can view the engagement at the same time. We may, for example, have a sequence such as the following, where there are two reviewers: one Reviewer signs-out the Engagement, reviews part of it, creating a review list within the client file as they review. This Reviewer gets part way through the Engagement and signs it in. The other Reviewer signs out the Engagement, creates a review list within the client file, signs it in, and marks it as approved. The first reviewer then signs it out again, finishes it, and marks it as Approved. We then have all Reviewers completed their reviews, and the Engagement will automatically move to the Reviewed state.
Each Reviewer may simply review the Engagement at a very high level, or may review it very closely, and may create a list of review items in the client file. These items may be done by the Preparer, or they may be waived. Each Reviewer will only review an Engagement once, unless it is retracted, and each Reviewer will indicate that they have finished their review when they finish it. For example, if one reviewer adds a number of items to the review list and the Preparer completes these tasks, this does not cause other Reviewers to review the Engagement again.