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Engagements

Finalize an Engagement

The
Finalize
 feature places the engagement in a read-only state and prevents users from making further changes. If an engagement is finalized, you may restore it to
In-Progress
 status. An open engagement must be saved before it can be finalized.
note
An engagement which is not finalized can also be rolled forward.
To finalize an engagement:
  1. Open the engagement you want to finalize.
  2. On the
    File
     menu, click
    Finalize
    .
    A message explains how the
    Finalize
     feature works and how you can restore a finalized engagement to
    In-Progress
     status.
  3. Click
    Yes
    .
    The engagement now has a read-only status, as shown in the SMART Practice Aids title bar.
  4. You can scroll through and view the engagement, but you cannot make changes to it.
note
You can view the status of an engagement when you open the engagement. The status appears in the Status column of the
Open Client Engagement
 window or
Open Master Engagement
 window.
To reset a finalized engagement:
On the
File
 menu, click
Reset to In-Progress
.