Using the Work Flow Panel
The Work Flow Panel provides a convenient way to keep track of the Audit workflow.
To use the Work Flow Panel:
- If the Work Flow Panel is not displayed, from the drop-down list in the Browser Toolbar in Working Papers, select cw:DigitalDashboard.html.
- Click the Workflow tab to display the workflow for your audit.
Note: Each pane of the workflow covers a specific phase of the audit (such as planning and risk assessment). Each pane contains boxes that describe the tasks to be performed in that phase of the audit.
- Click the box that contains the next audit task to be performed. If the task is performed within a single Audit document, the document opens.
- 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.