PBC Management — For Auditors

The PBC (Provided by Client) module lets auditors request documents and information from audit clients. Manage requests, track submissions, and review evidence — all within the engagement context.

Creating PBC Requests

1. Open an engagement → PBC Requests tab
2. Click + New Request
3. Fill in the request details:

Field	Description	Required
Title	Request group title (e.g., "Q4 Financial Records")	✅
Description	Context for the client	Optional
Assigned To	Client email, internal user, or name	Optional
Due Date	When documents are needed by	Optional

4. Add Request Items — individual documents or data points needed

Adding Request Items

Click + Add Item within a request:

• Each item describes a specific document or data set needed
• Items track their own status independently
• Clients submit evidence against each item

Request Lifecycle

Status	Description	Set By
DRAFT	Request created, not yet visible to client	Auditor
OPEN	Published and visible to client	Auditor
IN_PROGRESS	Client is uploading documents	Client
SUBMITTED	Client marks as complete	Client
ACCEPTED	Auditor has reviewed and accepted	Auditor
RETURNED	Needs clarification or additional docs	Auditor
CLOSED	All items satisfied	Auditor

Tracking Submissions

Each request item shows:

• Current status (Open/Submitted/Accepted)
• Number of submissions received
• Latest submission details (file, timestamp, submitter)
• Comments thread between auditor and client

Comments

Both auditors and clients can add comments on request items:

• Use comments to clarify requirements
• Discuss submission quality
• Provide feedback on returned items

Bulk Operations

• Bulk create — import a list of request items from a template
• Bulk status update — accept or return multiple items at once
• Reminder email — send reminders for overdue items

Permissions

Action	Auditor	Manager	CAE	Client
Create requests	✅	✅	✅	❌
Publish to client	✅	✅	✅	❌
Accept/Return items	✅	✅	✅	❌
Submit evidence	❌	❌	❌	✅
Add comments	✅	✅	✅	✅