Data Collection

Flowchart

flowchart TD
  A[Open Data Collection] --> B[Review requirements]
  B --> C[Request / upload evidence]
  C --> D[Track completeness]
  D --> E{Gaps remain?}
  E -->|Yes| F[Follow up with client]
  E -->|No| G[Move to Execution]

Steps

1. 1 Open Data Collection for the engagement.
2. 2 Review the evidence categories and requirements tied to the plan.
3. 3 Request uploads from the client or attach files your firm already holds.
4. 4 Track completeness until material requests are satisfied.
5. 5 Move to Execution when the evidence base is ready for testing.