SIGN-OFF LEVELS

When setting up the users for Global Access, the administrator grants users permission to a set of units and a user role such as Preparer, 1st reviewer, 2nd reviewer, and so forth. Users must have permission to a unit as a preparer to edit the data in the unit. Thus, a preparer is associated with a set of units in the Unit List and also the preparer roles. The set up is completed by the administrator in the ONESOURCE Tax Provision application.

 

Administrators will determine:

•How many reviewers are needed in the sign-off process.
•Which users will have sign-off and roll back permissions and in which life cycle state of the unit.
•Which types of users will have read-write permissions and in which life cycle state of the unit.

 

In addition to the preparer, there are 7 levels of reviewers available to make a total of 8 levels of sign-offs available to users.

•Unit List:  Users can view units on the Global Access Unit List page.
•Preparer:  Grants users the ability to change values in a unit, as long as the unit is in the incomplete state. Users can also sign-off from Incomplete to Prepared.
•1st Reviewer:  Allows users to sign-off from Prepared to 1st Level Reviewed or roll back from Prepared to Incomplete.
•2nd Reviewer:  Allows users to sign-off from 1st Level Reviewed to 2nd Level Reviewed or roll back from 1st Level Reviewed to Prepared.

 

You can review the Sign-off Summary Report to find the status of the provision and the current users. To view this report, the administrator must configure it in ONESOURCE Tax Provision and assign permissions to users.

Notes: Administrators can import user roles by using the #CUC# User Components tab in the Import Categories template.