Sorry, Cameron! After playing around with the engagement information a bit more today I realize my impression was incorrect regarding the current quickfixes that are in place. It looks like the “Update preparer information” quickfix already operates discretely to take care of the issue I thought we’d have with our admin, and she’ll just be able to disable all of the office information related review notes regarding preparer/reviewer/partner on her machine.
Sorry about that - clearly a newb here!
Regarding your solution above of adding two review messages, I’d request one tweak - could you also add a third review message/quickfix that focuses only on the office/preparer field? In that case I’d direct all our employees to only fill out their own name under the appropriate position in options, and only enable the review message pertaining to their position.
For example, this is how I’d have my options filled out in the options/preparer form:
My understanding of how this could function is first at the preparer level if we have a new person preparing a file this year (or if the office/preparer field is blank), they’d get a review message/quickfix to update only the office/preparer field to their own name, without changing the reviewer/partner fields that have been rolled forward. Similar at the next level, if we happen to have a different person reviewing a file versus prior year, or a blank office/reviewer field, it would be great for a review note/quickfix to be triggered that would only change the office/reviewer field (which I believe is what you had in mind with your suggestion above). Finally, the same could occur at the partner level.
We currently use a big excel spreadsheet to track these details, so having them visible in client manager and kept up to date through this type of review note/quickfix functionality would be a huge benefit for us!
Thanks again for your consideration, and have a great weekend!