Understand roles, statuses, lists, drawers, and history

Guidance

Roles combine firm hierarchy, module permission and client/engagement assignment; a higher title does not automatically grant every tenant/record. Permission denied means stop and request proper access—never use another account. Draft/Prepared is not Approved/Filed/Final; Review is not completion; Blocked/Warning requires action; Stale means source evidence changed; Archived is usually retained/locked. Search/filter/sort/pagination applies to the visible result; clear chips and verify export scope. Drawers/dialogs may contain unsaved work: validate, Save deliberately, Cancel safely and read destructive confirmations/keyboard focus. Activity/history records actor/time/action/source and sometimes before/after; preserve immutable events and provide references—not secrets—to support.…

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