Dashboard
How do you create a new site?
By clicking the "Create New Site" link.
In the My Requests or Team Requests tab, how do you show the Description & Templates information?
By clicking "Show Details"
Where do you link an Aura file to an Engagement?
Site Admin > Engagements > Edit Engagement > Select Aura File
How do you begin a Roll Forward?
Site Admin > Engagements > Select one site > Purge and Roll Forward
What is the difference between the "My Dashboard" tab and the "Team Dashboard" tab?
The My Dashboard tab shows sites where you have requests assigned to you. The Team Dashboard shows sites you are a part of, but do not have requests assigned.
When creating a site, if you do not see a territory listed that you believe you should be able to see in the Territory drop down menu, what is the first thing to check?
Ensure the client is accessing the site through the correct Cluster for the territory they are wanting to access.
From the client: "There's so many engagements in this site! How do I view only my own?"
The Connect site user can use the Filter to customize the engagements shown.
After creating External Client and Third Party accounts in GUM, what are two ways to add them to the Connect Site?
1. Individually by clicking "Add"
2. Importing by using the downloadable template
A PWC Administrator has just rolled forward, but the external clients do not see their drafted requests. Why?
The Requests are still in "Draft" status. They must be assigned and released.
How can the user download response documents from multple requests at the same time?
Select the requests > "Download" icon > Response Documents
The grey "Filtered By" ribbon shows a site name with a number shown in a red circle. What does that number indicate?
The number of requests in the engagement.
From anywhere in the Connect Site landing page, where can the user see their requests that require action with in the next seven days?
The My Day tab.
How do I modify a Third Party Access Role?
You can not. Third Party users are only allowed "Third Party - View Assignments Only" as an access role.
During the Roll Forward process, how can you change the draft request release due dates and request due dates?
In the Purge and RollForward Engagement questionnaire, select the setting "All draft request release due dates and request due dates and will be advanced by X days" and enter in the desired number of days.
How do you delete a Connect Site?
You must first Purge and Delete all engagements, then go to Site Admin > Site Details > Delete Site
What two places can you modify the engagements shown to you for this dashboard view?
1. In the grey "Filtered By" ribbon > Site Name > grey X to remove the engagement
2. The Filer menu > Site Name > Deselect the Engagement Name
An external client with "Client - View All Unrestricted Requests" can not view requests they believe they should be able to. What is the next piece of information you need to know about these requests to diagnose the issue?
What Access Groups are assigned to these tickets. The PWC Administrator must add the "
Client - View All Unrestricted Requests" for this particular user to see it.
A PWC Administrator would like to add customized request fields. How do you do this?
Site Admin > Modules > Toggle "ON" up to three Custom Request fields > Type the field name > Save
If a site is on Document Preservation, will you still be able to purge and delete or rolle forward an Engagement?
No, the Purge & Delete and Purge & Roll Forward options will not be active when the site is under Document Preservation.
Out side of the Site Admin, how can you know if a site is on Document Preservation?
A blue banner will appear at the top of the Site landing page indicating the site us under Document Preservation.
What are the two ways to enter a site from the Dashboard landing page?
1. From the "Navigate to site" drop down menu 2. By clicking on the site icon title bar
A Connect Site User has created a discussion in a request, but now they can not remember which request it was. How can they find this discussion?
Clicking "Discussions" in the navigation menu > Created by me
A PWC Administrator's External Client is needing to have the ability to review requests before they are issued. How do they do this?
Site Admin > Modules > Toggle "ON" Client Review Workflow
If a site is not on Document Hold, but the clients or PWC Team have received communication that the engagement may be involved in an existing claim, litigation or regulatory investigation, what are the two offices the PWC Administrator must consult with prior to purging?
Have you consulted your local RM/OGC and have they approved the purge?
When editing a request, the Custom Request Field options don't have a drop down menu! Why could this be?
The drop down menu only appears if there has been data typed into this field prior.