BeforeMay docs
WorkpapersCases

Mark a case complete

Record that your review is finished and keep a note of how the case went.

Source reviewed Product documentation

Open the case after reviewing its working paper and outstanding documents. Choose Mark complete in the case header. The dialog lets you rate the result from one to five and add an optional note under Anything to note?. Choose Mark complete again to save it.

The case moves to Complete in the case list. The header then shows Completed · …/5; open it to edit the rating or note with Update.

If you want to mark several cases at once, choose Select on Cases, select the rows, then Mark complete. Bulk completion does not capture a rating. Open a case to leave one.

Completion is your review decision. The next-year roll-forward action appears on a completed case.