Document Properties
Each checklist has the following properties that the author can define:
General Tab
Property | Description |
---|---|
Name |
The document name, which appears at the top of the document. It can also be changed in the Headings Extended Description for CaseView in the Document Properties dialog in the Working Papers Document Manager. To insert a line break to create multiple lines, use Shift-Enter. |
Structure Version |
This field is used for version tracking for updates. |
Show Column
Property | Description |
---|---|
Procedure Sign-off |
Select this check box to require the user to enter initials and date beside the procedure when completed. |
Reference |
Select this check box to include the reference column. The reference column allows cross-references to be added by the user and the related drill-down to the document referenced. |
Show Row
Property | Description |
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Notes |
Select this check box to include the notes row. The notes row provides an input area where users can type text. |
Heading
Property | Description |
---|---|
Procedure |
The text of the column heading for the procedures. |
Result |
The text of the column heading for the results. |
Conclusion |
The text of the column heading for the conclusion. |
Other
Property | Description |
---|---|
Response Type |
The response type for the Result column. Select the required format from the drop-down list:
|
Conclusion Area |
The author specifies the conclusion options. Select the required option from the drop down list:
|
Form Identification (Footer)
In the Form Identification (Footer) section, you can specify the footer that will appear on this document. The information entered in the three description fields is joined together to make a single footer. If information exists in the fields, it has been specified in the AO - General Options document for the firm. This footer can still be modified for the current document, replacing the footer specified in the general options.
Procedure Response
When Work Program Responses is selected as the Response Type, select from a list of work program responses that are to be made available to the user that is completing this checklist.
Additional Details Tab
Property | Description |
---|---|
Type |
The Document Type is used to group work programs and checklists for display in the Work program/checklist progress report. For example, if you set the type as Field Work, all work programs/checklists tagged with this type will appear together in the progress report. |
Topic |
Organize the presentation of the progress report by providing a topic. For example, adding a topic of Current Assets would group work programs/checklists with this topic together in the progress report. |
Reference |
The Reference and URL fields provide a link to guidance that may be useful when completing a document. The Reference field provides the text of the link. |
URL |
The Reference and URL fields provide a link to guidance that may be useful when completing a document. The URL field provides the URL for the link. |
Supported Industries |
Select the industries specific to the program when creating and showing industry-specific content. For any additional industries selected, all available required industry-specific procedures will be added to your current checklist. For any industries removed, any industry-specific procedures associated with the removed industry will be deleted from your current document. Note that the contents will be available in the content library when the industry is re-selected. Click Select All to select all industries, and Unselect All to unselect all industries. These may be useful for authors who would like all supported industries available when creating industry-specific procedures. |
Document uses only industry-specific procedures |
Select this check box when only procedures related to the industry selected are to be included in the checklist. Any procedures not associated with any industry or associated with industries that are not selected will be removed from the document. Authors can use this tool to create industry-specific checklists. When the checklist is opened, the icon appears to the left of the document number. |