Quick answer
Open a job from the Jobs tab and you land on its hub. From top to bottom: the header, the job menu, the four-stage spine, and the panel for the stage you are viewing. Click any stage to see its work; the job itself stays where it is.
The header
The header shows the client, the company number, the year end and the AllDone version the job runs on. On the right:
The Next chip. One sentence about what to do next, for example "Next: upload the records when they arrive" or "Next: review the records - 14 decisions to record". Click it to go there.
The status badge. Complete, Blocked, Awaiting sign-off, Awaiting records, In progress or Not started. Hover a Blocked badge to read why. See The jobs list and what each job status means.
Start next year's job appears once the job is Complete.
Delete job, for a senior or partner.
Below the name are the headline figures: Turnover, Profit before tax, Corporation tax, Net assets and Materiality. They fill in as the steps run and carry a DRAFT pill until the accounts sign-off is recorded. Assistants do not see the figures.
The job menu
The menu bar sits under the header and stays reachable as you scroll (the pin icon at its left keeps it at the top of the window or lets it scroll away). Its tabs:
Overview: the spine and the stage panels.
Files: the upload screen, every slot. See Uploading the client's records.
Documents: everything AllDone produces, grouped by who it is for. See Documents: every output and who it is for.
Communication: the client calls, the records request, the emails and the client queries, stage by stage. A blue dot on the tab means a call is due.
Working papers: the live lead schedules. The tab is greyed with the note "Available once the lead schedules are built (Records stage)" until then. See The working papers viewer.
Details: the engagement details screen. See The engagement details screen.
Audit trail: every event on the job. See The audit trail.
An assistant sees Overview, Files and Details only.
The stage spine
The four pills are Planning, Records, The work and Completion. Each carries its state under its name: Complete, Current stage, Blocked, Not started, Skipped (testing), Awaiting client, and the finer variants "Current - review in progress" and "Current - sign-off pending". The pill with the ring is where the job is. Click another pill to look at its work; it reads "Viewing" so you know you are looking, not moving. The Records pill also shows a count of files with a notice waiting for your answer.
Under the spine a banner tells you whose turn it is, and the stage panel below lists that stage's steps in order with a tick, a count or a pill against each. Every step opens a card; the cards walk in order. Steps AllDone runs are marked "(AllDone runs)".
If a junior has done work and no senior or partner has yet, a banner reads "Second review recommended." See Second review and sign-off.
If something looks wrong
The spine says Blocked. Hover the header badge for the reason; the Next chip points at the stage that owns the block.
A stage reads Awaiting client. Its work is recorded but a client query is still open and the stage's call has not been recorded; record the call or close the query.
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