HCDI Lead Indexer

Unit 3.4 - The team and the assessed company's people

Learning outcome - Put every person on the engagement in the right role and party.

HCDI platform rule (Unit 3.4).

The rules. Add the Reviewer before the materiality countersignature: it needs a second member. Keep your own team on the delivery side, with no party. A Firm member added this way is not emailed, so tell them. Record the Full-view recipient role only for the person in the confirmed recipient role. People can be invited from a file, previewed and corrected first, and re-sending skips people already invited. A batch naming a respondent for a party the engagement does not assess is refused. Common Error. Assuming a Firm member was told. They were not emailed.