Embed Size (px)
Citation preview
00
Deloitte Connect
Frequently Asked Questions (FAQs) –
Client users March 2018
01
Table of contents
Application overview
What is Deloitte Connect?
Who can access and use Deloitte Connect?
Where can client users access Deloitte Connect?
How do client users access the Deloitte Connect Mobile application?
What browser should client users use to access Deloitte Connect?
What are the benefits of Deloitte Connect?
Getting started
What user roles exist in Deloitte Connect?
How can client users access projects?
How do client users login to Deloitte Connect?
What is Multi-Factor Authentication (MFA)?
What is the purpose of the “Team” tab?
What is the purpose of the “Calendar” tab?
Where can client users find real-time status updates of all project requests
and tasks?
In the "Overview" section, can client users view only the status of the
items that are assigned to them?
Will client users be notified when there are updates to requests they are
responsible for?
How often will client users receive email notifications?
Can client users select their own email notification preferences?
What type of alerts can client users expect to receive?
Can client users receive instant mobile notifications?
What does the alert count represent?
How do client users dismiss their alerts?
Can client users filter on different types of alerts?
When do alerts get deleted?
02
Can client users aggregate multiple projects into one view if they are
assigned to more than one project?
At what interval will an active user session time out?
Creating request lists
Do client users have the ability to upload requests in Deloitte Connect?
Can client users re-assign a request that has been assigned to them?
Can client users add another client contact name to a request that has
been assigned to them?
Request functionality
How do client users upload a file for a request to Deloitte Connect?
How do client users download a file from Deloitte Connect?
What are the file size limitations?
Who can upload files for requests?
When is a request considered “Overdue?”
What functions can client users perform to requests in Deloitte Connect?
How can client users reassign a request?
Can client users delete a file once it has been uploaded?
Can client users edit a file in Deloitte Connect after it has been uploaded?
Is there any way to cross reference requests (i.e. if one piece of support
covers multiple requests)?
How do client users change the status of a request?
How do client users restrict access to certain documents posted to Deloitte
Connect (e.g. Payroll)?
Can client users upload files that contain Protected Health Information?
How is Deloitte Connect designed to protect uploaded client documents
that contain Protected Health Information?
What is the difference between enabling a request as “Restrict Access” and
marking a document as containing Protected Health Information?
Can client users sort and filter requests in Deloitte Connect?
Can client users export a status report?
03
Tasks
Who can view the tasks in my project?
How can client users reassign a task?
How do “Tasks” differ from “Requests?”
Can client users create tasks and assign them to other client users or
Deloitte users?
How do I change the status of a task?
Can client users export a status report?
Additional documents
What is the purpose of the Additional Documents section?
How do client users upload files to Additional Documents?
How do client users restrict access to certain documents posted to this
section?
What “Protected Health Information (PHI)” means as referenced in this
document?
What is the difference between enabling a document as “Restrict Access”
and marking a document as containing Protected Health Information?
What if client users uploaded a file to this section in error?
Who will have access to the documents uploaded to the “Additional
Documents” section?
Can client users edit a file in this section?
Can client users download multiple files at once?
Is there a restriction on the individual file size limit?
How will client users know when a new document is uploaded to this
section?
For help and questions
Who can client users contact for additional questions about Deloitte
Connect?
What resource materials are available for Deloitte Connect?
How can client users provide feedback about Deloitte Connect?
04
Deloitte Connect FAQs
Application overview
What is Deloitte Connect?
Deloitte Connect is a secure online collaboration site that facilitates a two-way dialogue between the Deloitte team
and client to effectively manage engagement coordination. With drill-down status dashboards and system-generated
email alerts, Deloitte Connect streamlines information requests and provides greater visibility to status progress –
providing a transparent, informative, seamless experience.
Return to the table of contents
Who can use Deloitte Connect?
Deloitte Connect may be used by Deloitte professionals serving on audit engagement teams and by client users
granted access by their engagement teams. Upon access, users will see only projects to which they have been added.
To the extent that users have access to multiple global projects, these will be segmented on the home page via
regional tabs.
Return to the table of contents
Where can client users access Deloitte Connect?
Access Deloitte Connect via https://deloitteconnect.deloitte.com.
Return to the table of contents
How do client users access the Deloitte Connect Mobile application?
Client users may download the Deloitte Connect Mobile application from Apple App Store (iOS 8.0 and above) and
Google Play (Android 4.4 and above). The Deloitte Connect Mobile application is view-only and will reflect all
project(s) statuses. Users may not edit items or upload/download files in the mobile application; however, users may
follow requests and tasks by enabling the “Eye” icon to receive mobile push-notifications on the activity of highest
priority items. Client users can access the Mobile application only if they are part of the engagement. For access
please reach out to the Deloitte professional of your engagement team.
Return to the table of contents
What browser should client users use to access Deloitte Connect?
Supported browsers for Deloitte Connect are Microsoft Edge, Internet Explorer 11, Google Chrome and Safari.
Return to the table of contents
What are the benefits of Deloitte Connect?
Greater transparency: Informative drill-down dashboards provide visibility into the fulfillment of information
requests through real-time status updates.
Streamlined request process: The centralized, secure online site allows the Deloitte engagement team to send
requests and clients to fulfill requests by easily uploading documents with one click.
Improved monitoring: System-generated notifications provide alerts about upcoming and overdue information
requests with the ability to export the information request listing to Excel for further analysis.
Enhanced interactions: The interactive and intuitive user interface provides a secure site for the client and
engagement team to share information.
Streamlined communications: The ability to easily create and access profile information for key contacts,
resulting in enhanced communications.
Return to the table of contents
05
Getting started
What user roles exist in Deloitte Connect?
The following user roles exist in Deloitte Connect for Client users:
Client user
Coordinator Can view all requests and client assigned tasks. Upload/download documents, reassign requests, change status of and reassign tasks assigned to
client team. Status emails provide status for all items associated with the project.
Staff Upload/download documents for all requests, unless restricted and reassign requests and tasks
assigned to them. Status emails provide status for items to which the staff is assigned.
Return to the table of contents
How can client users access projects?
All projects that client users have access to are displayed on the Deloitte Connect home page based on geographic
region. If clients have access to projects in different geographic regions, they will be able to navigate to them on the
Deloitte Connect home page by selecting the corresponding geographic region tab in which the project is based. If a
user cannot find the project they are looking for, the client should contact their audit team for assistance.
Return to the table of contents
How do client users login to Deloitte Connect?
After the project has been approved by the Project Approver, client users will receive an email inviting them to login
with their email address and temporary password. Client users will then be asked to create a unique password and
complete the enrollment process. Client users will use their new credentials to login to Deloitte Connect.
Return to the table of contents
What is Multi-Factor Authentication (MFA)?
Multi-Factor Authentication (MFA) is a method of access control that combines two or more independent credentials to
verify the user’s identity. In Deloitte Connect, client users will soon be prompted to enroll in MFA upon first login and
may select the Microsoft Authenticator mobile app, text message (standard messaging rates apply), or telephone call
as their preferred MFA option.
Return to the table of contents
What is the purpose of the Team tab?
The Team tab allows client users to become familiar with the Deloitte project engagement and client users for their
project. It provides a graphical representation of team members and reporting structure.
Return to the table of contents
What is the purpose of the Calendar tab?
The Calendar tab allows users to visualize the upcoming milestones, requests, and tasks in a calendar view (day,
week, work week, and month.) The users are able to filter the view by items that are assigned to them by selecting
“My View.” Only Deloitte users have the ability to create milestones for projects to which they are assigned. Client and
Deloitte users have the ability to export project milestones.
Return to the table of contents
Where can client users find real-time status updates of all project requests and tasks?
The Overview section provides an interactive view reflecting the real-time status of all requests and tasks for a
project. Expand the Overview section to display status of requests and tasks. The initial view shows statuses across all
project items.
06
Return to the table of contents
In the Overview section, can client users view only the status of the items that are assigned to them?
Yes. Client users can choose to view only items assigned to them by selecting “My View” in the Overview section.
Return to the table of contents
Will client users be notified when there are updates to requests they are responsible for?
Yes, client users will receive a status email that summarizes all new requests, overdue requests, requests coming due
in the next seven days, and updates to assigned requests (i.e. new comments, new file upload) that are applicable to
them. Additionally, requests that the client user is following will display as an alert in both the web and mobile
applications.
Return to the table of contents
How often will client users receive email notifications?
With the default setting, client users will receive status emails daily (at approximately 4 AM Central Standard Time).
However, Deloitte Coordinators, Project Approvers, and Engagement PPMDs have the ability to edit email preferences
for all users, including clients, and may select a cadence of Daily (Monday – Sunday), Work Week Daily (Monday –
Friday), Weekly (Monday), or Never.
Return to the table of contents
Can client users select their own email notification preferences?
No. Only Deloitte Coordinators, Project Approvers, and Engagement PPMDs have the ability to edit client users’ email
notification settings. Please reach out to the Deloitte Team to update your preferences.
Return to the table of contents
What type of alerts can client users expect to receive?
As part of a status email, Deloitte Connect will alert users of uploaded files and upcoming and overdue requests and
tasks. These and other alerts can also be found on the Alerts tab within the application.
Return to the table of contents
Can client users receive instant mobile notifications?
Yes. Client users may follow requests and tasks by enabling “Eye” icon next to a request or task to receive instant
mobile push-notifications on the activity of highest priority items. When enabled, the icon will appear highlighted in
green. To stop receiving instant mobile notifications for a specific item, simply click the “Eye” icon again on web or
mobile.
Return to the table of contents
What does the alert count represent?
The alert count represents new activity for items assigned to you since the last time you viewed the alert tab plus
overdue requests and tasks that require action. The alert count is specific to each user, based on the projects to which
the user is assigned.
Return to the table of contents
How do client users dismiss their alerts?
Alerts will be dismissed from new alert view when client users view their new alert activity or when the underlying
overdue request or task is completed or updated.
Return to the table of contents
Can client users filter different types of alerts?
Yes. Client users can filter alerts by “My View” or “Project View,” project name, description, and alert date, and in
addition by following, actions, assignments, files, comments, and notifications. Alerts will automatically be dismissed
from new alert view when Deloitte and client users view their new alert activity or when the underlying overdue
request or task is completed or updated.
Return to the table of contents
07
When do alerts get deleted?
Alerts are deleted only when the project is deleted or wrapped-up.
Return to the table of contents
Can client users aggregate multiple projects into one view if they are assigned to more than one project?
Yes, client users can select an aggregated view of multiple projects. To view multiple projects at the same time, select
the projects you would like to aggregate on the My Projects home screen and click “Create Multi-Project” View. The
aggregated view will show all projects you have selected. To take action within Multi-Project View, select a project
from the dropdown selector. To exit Multi-Project View, click the “Exit Multi-Project” button in the upper right-hand
corner of the screen.
Return to the table of contents
At what interval will an active user session time out?
An active user session will time out at 30 minutes.
Return to the table of contents
Creating request lists
Do client users have the ability to create new requests in Deloitte Connect?
No, only Deloitte users have the ability to create new requests in Deloitte Connect.
Return to the table of contents
Can client users re-assign a request that has been assigned to them?
Yes, Deloitte and client users have the ability to re-assign a request.
Return to the table of contents
Can client users add an additional client contact name to a request that has been assigned to them?
Yes, Deloitte and client users have the ability to add additional assignees to a request to existing client users on the
project. If a new client user needs to be given access to the project, contact the Deloitte team and request access.
Return to the table of contents
Request functionality
How do client users upload a file for a request to Deloitte Connect?
Files may be uploaded to a single request or across multiple requests simultaneously.
To upload file(s) to a single request, select the “Upload” Icon for the specific request. Client users may click
“Browse For Files” or open a local folder and drag and drop files into the outlined area. Designate files as
containing Protected Health Information (PHI) where appropriate by clicking on the shield icon.
To upload files across multiple requests simultaneously, select multiple requests by checking the boxes next
to the desired requests. Select “Upload Documents” from the “Requests” ribbon. Client users may click “Browse For
Files” or open a local folder and drag and drop files into the outlined area. After doing so, all uploaded documents
will appear on the left-hand side of the page and the selected requests will appear on the right-hand side of the
page. Designate files as containing Protected Health Information (PHI) where appropriate by clicking on the shield
icon. Drag and drop the files to the appropriate request to associate the documents with the desired request.
Select “Done” when complete.
Return to the table of contents
How do client users download a file from Deloitte Connect?
Files may be downloaded from a single request or across multiple requests simultaneously.
08
To download file(s) from a single request, select the “Download” icon for the specific request and all files
attached to that request will be downloaded. To view the attached documents and download files individually,
select the “Files” icon . All uploaded documents will appear with the upload date stamp. Click the desired file
to download.
To download files across multiple requests simultaneously, select multiple requests by checking the boxes
next to the desired requests. Select “Download Documents” from the “Requests” ribbon. All available files will be
downloaded to a zip file.
Return to the table of contents
What are the file size limitations?
Individual files may be up to 2GB maximum per file. Internet connection speed and/or uploading files across long
distance geographic regions may affect the upload time of larger files. Where possible, we recommend using a Zip file
compression method or breaking down your large files into multiple smaller files prior to uploading to Deloitte
Connect.
Return to the table of contents
Who can upload files for requests?
Both Deloitte and client users can upload files for requests. When the client user uploads a file, the status will update
accordingly from “Not Started,” “Overdue,” or “Resubmission Requested” to “Client Submitted.”
Return to the table of contents
When is a request considered “Overdue”?
Requests are considered Overdue if a file has not been uploaded by 11:59 PM in the geographic region in which the
project is based (Central Standard Time in Americas, Central European Time, or Singapore Standard Time) on the
stated due date.
Return to the table of contents
What functions can client users perform related to requests in Deloitte Connect?
Client users may only upload/download documents related to requests and reassign a request to another client user.
Client users cannot edit request descriptions nor change the due date or status.
Return to the table of contents
How can client users reassign a request?
Client users that are either in a Client Coordinator role or have a request assigned to them can utilize the “Reassign”
functionality to reassign a request to another client user who has access to the project.
Return to the table of contents
Can client users delete a file once it has been uploaded?
Yes, client users can delete a file if they have uploaded or associated it in error.
Return to the table of contents
Can client users edit a file in Deloitte Connect after it has been uploaded?
No. It is not possible for client users to edit uploaded files. If client users need to edit an uploaded document, they can
delete the previous document and then re-upload an updated document. A best practice is to add a comment to alert
the engagement team to the revised document.
Return to the table of contents
Is there any way to cross reference requests (i.e. if one document applies to multiple requests)?
No. However, a file can be uploaded to multiple requests. Alternatively, a client user can leave a comment for a
request referring to a file uploaded to another request (i.e. “See documentation uploaded to XYZ Request”).
Return to the table of contents
09
How do client users change the status of a request?
All items are initially “Not started” and the status automatically changes when a client uploads a document for a
request. Only Deloitte users may manually change the status of requests.
Return to the table of contents
How do client users restrict access to certain documents posted to Deloitte Connect (e.g. Payroll)?
The Deloitte team may designate any request as restricted access on the requests import template or request edit
screen with a lock icon. This restriction will secure the document so that it may only be downloaded by the assigned
individual(s) responsible for providing the document and those with Deloitte and Client Coordinator rights.
Contact the Deloitte engagement team if restricted access at a request level is necessary. Client users are able to
restrict access to sensitive files and/or files containing Protected Health Information by using the shield icon, for
additional information refer to the next question. A sensitive file that has been designated with the shield icon can
only be undesignated and/or downloaded by the contact(s) assigned to that request, and the Deloitte and Client
Coordinators.
Return to the table of contents
What “Protected Health Information (PHI)” means as referenced in this document?
Protected Health Information (PHI) is individually identifiable information transmitted or maintained in any form or
media by a Health Insurance Portability and Accountability Act of 1996 (HIPAA) covered entity that relates to: an
individual’s past, present, or future physical or mental health or condition; the provision of health care to an
individual; or the past, present, or future payment for the provision of health care to an individual.
Return to the table of contents
Can client users upload files that contain Protected Health Information?
Yes. Client users can upload files containing Protected Health Information (PHI) in any of the Deloitte Connect
sections. Whilst PHI covers the United States Health Insurance Portability and Accountability Act of 1996, the
functionality within Deloitte Connect application is available to all Deloitte and client users around the world.
Designate files as containing PHI where appropriate by clicking on the shield icon. A file that has been designated as
containing PHI can only be undesignated and/or downloaded by the contact(s) assigned to that request, and the
Deloitte and Client Coordinators.
Return to the table of contents
How is Deloitte Connect designed to protect uploaded client documents that contain Protected Health
Information?
Deloitte Connect is designed to align with HIPAA prescribed safeguards. Selecting the shield icon is recommended to
apply a restriction at the file level for files containing any sensitive information.
Return to the table of contents
What is the difference between enabling a request as Restrict Access with a lock icon and marking a
document as containing Protected Health Information with a shield icon?
A request where “Restrict Access” (lock icon) has been enabled, secures all documents within a request so they may
only be downloaded by the assigned individuals responsible for providing the documents and those with Deloitte and
Client Coordinator rights. Only Deloitte users can mark a request as “Restrict Access.”
A file that is marked as containing PHI (shield icon), secures the document so that it may only be downloaded by the
assigned individuals responsible for providing the document and those with Deloitte and Client Coordinator rights. Any
Deloitte or Client user can mark an item as containing PHI.
As such, a document can be marked as containing PHI by either the Deloitte or Client user at the file level where
“Restrict Access” is an option at the request level if a request is related to sensitive information (e.g. payroll). The
access restrictions for PHI and Restrict Access are the same and all files are encrypted.
Return to table of contents
Can client users sort and filter requests in Deloitte Connect?
Yes. Client users can sort and filter the request list by selecting the “Arrow” icon next to each column heading.
10
Return to table of contents
Can client users export a status report?
Yes. Select “Export to Excel” from the “Requests” ribbon to export all requests and corresponding statuses (e.g. days
late) to Excel.
Return to the table of contents
Tasks
Who can view the tasks in my project?
If the task is created by a Deloitte user and assigned to a client user, then both Deloitte and client users will be able
to view this task. If the task is created and assigned to a Deloitte user, then only the Deloitte team is able to view the
task.
Return to the table of contents
How can client users reassign a task?
Client users that are either in a Client Coordinator role or have a task assigned to them can utilize the “Reassign”
functionality to reassign a task to another client user.
Return to the table of contents
How do tasks differ from requests?
Tasks may be used to track project-related activities that do not require a file upload. If a document is needed from
the client, a request should be created. If there are project-related activities (e.g. Revenue Walkthrough) that the
engagement team would like to track through Deloitte Connect, tasks are an ideal way to manage such activities.
Return to the table of contents
Can client users create tasks for other client users or Deloitte users?
No. Only Deloitte Coordinators and Project Approvers can create and assign tasks.
Return to the table of contents
How do I change the status of a task?
To change the status of a task, select the task using the check box and click the Set Status button from the “Tasks”
ribbon. The status column for the selected tasks will be put in edit mode. Select the desired status and click “Save.”
Client staff may only change the status of a task assigned to them. Client Coordinators may change the status of any
task assigned to a client contact.
Return to the table of contents
Can I export a status report?
Yes. Select “Export to Excel” from the “Tasks” ribbon to export all tasks and corresponding statuses (e.g. days late) to
Excel.
Return to the table of contents
Additional documents
11
What is the purpose of the Additional Documents section?
The “Additional Documents” section allows Deloitte and client users to upload and share files that may not be
associated with a specific request, but may be necessary for the execution of the project (e.g. draft financial
statements).
Return to the table of contents
How do client users upload files to Additional Documents?
To add a new file, simply navigate to the “Additional Documents” section and click “Browse For Files.” Alternately,
open a local folder and drag and drop files into the outlined area. Designate files as containing Protected Health
Information (PHI) where appropriate by clicking on the shield icon.
Return to the table of contents
How do client users restrict access to certain documents posted to Additional Documents?
When a client or Deloitte user uploads a document to the “Additional Documents” section, they will have an
opportunity to “Restrict Access” to this item. A lock icon will appear next to the document in this section. This
restriction will secure the document so that it may only be downloaded by the individual who uploaded the document
and those with Deloitte and Client Coordinator rights.
Return to the table of contents
What is the difference between enabling a document as “Restrict Access” and marking a document as
containing Protected Health Information?
In Additional Documents, enabling a document as “Restrict Access” and marking a document as containing Protected
Health Information apply the same security restrictions, so the document may only be downloaded by the assigned
individuals responsible for providing the documents and those with Deloitte and Client Coordinator rights.
Return to the table of contents
What if client users uploaded a file to this section in error?
A client user can easily delete a file uploaded to this section by selecting the desired files and clicking on the “Edit”
(pencil: ) icon. Once the files are in edit mode, client users will be able to delete them using the “Delete
Documents” button.
The Deloitte and Client Coordinators can also delete a file uploaded in error to the “Additional Documents” section.
Return to the table of contents
Who will have access to the documents uploaded to the “Additional Documents” section?
All Deloitte and client users on a project will have access to documents uploaded to the “Additional Documents”
section, unless the document has been restricted.
Return to the table of contents
Can client users edit a file in this section?
Files cannot be edited in this section on Deloitte Connect in real-time, but client users may download a file and re-
upload it with the desired changes.
Return to the table of contents
Can client users download multiple files at once?
Yes. Client users may download multiple files by selecting the desired files and clicking the “Download” button
.
Return to the table of contents
Is there a restriction on the individual file size limit?
Individual files may be up to 2GB per file. Internet connection might impact the upload time of larger files. Where
possible, we recommend using a Zip file compression method or breaking down your large files into multiple smaller
files prior to uploading to Deloitte Connect.
Return to the table of contents
12
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK
private company limited by guarantee (“DTTL”), its network of member
firms, and their related entities. DTTL and each of its member firms are
legally separate and independent entities. DTTL (also referred to as “Deloitte
Global”) does not provide services to clients. Please see
www.deloitte.com/about for a more detailed description of DTTL and its
member firms.
Deloitte provides audit, consulting, financial advisory, risk advisory, tax and
related services to public and private clients spanning multiple industries.
Deloitte serves four out of five Fortune Global 500® companies through a
globally connected network of member firms in more than 150 countries and
territories bringing world-class capabilities, insights, and high-quality service
to address clients’ most complex business challenges. To learn more about
how Deloitte’s approximately 263,900 professionals make an impact that
matters, please connect with us on Facebook, LinkedIn, or Twitter.
This publication contains general information only, and none of Deloitte
Touche Tohmatsu Limited, its member firms, or their related entities
(collectively, the “Deloitte Network”) is, by means of this communication,
rendering professional advice or services. Before making any decision or
taking any action that may affect your finances or your business, you should
consult a qualified professional adviser. No entity in the Deloitte Network
shall be responsible for any loss whatsoever sustained by any person who
relies on this publication.
© 2018. All rights reserved. For information, contact Deloitte Touche
Tohmatsu Limited.
How will client users know when a new document is uploaded to this section?
All client users on a project will receive notification in the status email when a new document is uploaded to the
“Additional Documents” section. Client users will only receive email notification of up to the first 10 documents added
to the “Additional Documents” section for a project. To view a full list of added document(s), access the “Additional
Documents” section in the application.
Return to the table of contents
For help and questions
Who can client users contact for questions about Deloitte Connect?
Client users can call Technology Support at +1 615-738-2333 or US toll free 1 844-865-6412 or they can send an
email to [email protected].
Return to the table of contents
What resource materials are available for Deloitte Connect?
In addition to this Frequently Asked Questions (FAQs) document, client users can access the Quick Reference Guide
(QRG) on the Deloitte Connect Help Menu.
Return to the table of contents
How can client users provide feedback about Deloitte Connect?
Client user feedback is key to enhancing Deloitte Connect and ensuring it meets client user needs. Please share
feedback by emailing your engagement team.
Return to the table of contents
