Navigating the File Using the Work Flow Panel
The Work Flow Panel provides a convenient way to keep track of the workflow.
To use the Work Flow Panel:
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If the Work Flow Panel is not displayed, from the drop-down list in the Browser Toolbar in Working Papers, select cw:DigitalDashboard.html.
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Click the Workflow tab to display the workflow for your engagement.
Note: Each pane of the workflow covers a specific phase of the engagement (such as planning and risk assessment). Each pane contains boxes that describe the tasks to be performed in that phase of the engagement.
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Click the box that contains the next task to be performed. If the task is performed within a single document, the document opens.
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If multiple documents are required to perform the task, a dialog appears that lists the documents. Click on a document name to open it. Click Close to close this dialog.