There are permission restrictions applied to Client Engagement forms. Therefore, not everyone can access a specific CEAF form. Following are conditions that a user can see and access a CEAF form:
1. One who created that CEAF form
2. One who is the Engagement Partner
3. One who is the Engagement Leader
4. One who is the form editor
5. Ones who are requested to add to the form indicating that they will charge time to that Engagement
If someone wants to access the form and does not match the condition from #1 to #4, he or she can be included to that Engagement to match the #5 condition. Steps:
1. Confirm with Engagement Leader or Partner that he or she will charge time to that Engagment
2. Navigate to the specific CEAF form and add that user to the highlighted textbox in the following snapshot