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The Sign Off matrix in Global Access enables administrators to configure.
| • | The number of reviewers (levels of review) that are required within the sign-off process. |
| • | The "types of users" can sign-off and rollback rights in each lifecycle state of the entity. |
| • | The "types of users" can have read-write abilities in each lifecycle state of the entity. |
To set up the Sign-Off Sequence:
| 1. | In the Please Choose SignOff Role drop-down list, select the number of roles (number of reviewers) needed in the review process. |
| 2. | For the Sign Off role, (for example Preparer, 1st Reviewer and 2nd Reviewer) select the options to assign the Read-Write rights, Sign Off and Rollback abilities to the Preparer and Reviewers. |
Notes:
| • | The number selected in Please Choose SignOff Role determines the matrix that appears in the page and can be updated in ONESOURCE Tax Provision. |
| • | When a unit is Signed Off to the Prepared stage, instructions no longer appear on each page. |
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