You are here: User Help > Planning > Completing Audit Memo
-- User Help --
-- How Do I? --

Completing Audit Memo


  1. Open the ONEFORM - Audit memo document located in the Audit folder.
  2. Click the to expand the section you want to complete.

    Tip: Descriptions, authoritative references and documentation requirements appear as guidance above each section.

  3. Select an applicable document checkbox to autofill the contents in the input fields.
  4. For other areas of the Audit Memo, you can add text descriptions and WP references to complete the necessary document requirements. To add a WP reference, simply click the icon in the applicable row.
  5. If applicable, right-click on a desired section to insert, delete or sort items.

This online help system applies to all Caseware Audit, Review and Compilation products. Not all features are available in all products.