Working with the Organizers List

Click from any page in Engagement Organizer to view a list of all the organizers for which you are assigned. The most recently created organizers are listed first. To be assigned to an organizer, you must select or open the binder in CCH^® ProSystem fx^® Engagement and choose the Engagement Organizer option.

If needed, use the Search bar to find organizers by any of the following:

• Client name or ID
• Binder name or ID
• Period end date, due date, or retention end date

Tip: You can customize the list to show or hide data for the organizers.

1. Click above the list.
2. Select the check boxes for data you want to display in the organizers list. Clear the check boxes for data you do not want to display.
3. Click OK.

Note: If you are the Default Admin user (ADMIN) for CCH ProSystem fx Engagement and your firm uses version 2019.2.6. or newer, you can view or export a list of all organizers for the firm. Use the Search field to locate the organizers you want to review. The Default Admin cannot open any organizers or perform any actions, such as deleting organizers or sending organizers to client users.

The tasks you can perform from this page include:

• Opening an organizer. Click an organizer binder name to view that organizer.
• Deleting an organizer. Click on the right side of the row to permanently delete an organizer.

Warning: Deleting an organizer deletes it for all assigned firm and client users. The organizer is permanently deleted.

Important: Organizers and their attachments will automatically be deleted by the system when either of the following is true:

• A retention end date has been assigned for the organizer and the date has passed.

• The date the organizer was created is two years or more from the current date.

• Downloading request lists for one or more organizers. See Downloading a Request List for more information.
• Sending organizer emails for one or more organizers. See Sending Organizer Emails for more information.