Specifying Settings for Work Programs and Checklists
- In the AO - General options document, select Work Programs and Checklists to collapse the available options for Work Program and Checklist.
- Select Industry and from the drop-down select an industry classification system to be used in the work program and checklist documents. Once completed, select the check when completed checkbox.
- Select Roll Forward and in the Work Programs and Checklists section, for each area listed, select the Retain radio button if you want to retain this work program area during the year-end close roll forward process, or select the Clear radio button if you do not want to retain this work program area. Once completed, select the check when completed checkbox.
- In the Check for Updates section, select an applicable radio button option. For more information, see Check for Updates. Once completed, select the check when completed checkbox.
The industry classification code listing, the areas that are to be cleared or retrained during the year end close and update settings are now set for work programs and checklists.
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