Checklists

In addition to automated work programs, the template includes automated checklists. These checklists contain procedures to address the engagement as a whole and for the planning, risk assessment, risk response and completion phases of the engagement.

How Do I?

• Displaying Document Guidance
• Completing a Procedure
• Adding references to checklist procedures
• Creating a New Procedure
• Inserting Procedures from Content Library
• Comparing or replacing a modified procedure
• Deleting procedures
• Reviewing deleted procedures
• Editing and Signing off in the Conclusion Area
• Importing and Highlighting External Data
• Creating New Checklists
• Copying a Checklist
• Assigning procedures
• Displaying assigned procedures
• Marking a procedure as sensitive
• Locking user procedure customizations
• Inserting the Risk Report

More Info

• About Checklists
• Procedures
• Results and Sign Offs
• Lock User Procedure Customization

Reference

• Checklist Menus
• Common Buttons
• Checklist Columns
• Document Properties
• Comparison dialog