The main functionality of the Checklist type of working
paper is located in the Questions section. It
consists of hierarchically organised questions and sub-questions that
can be answered with Yes, No, or Not applicable. Questions
that are irrelevant to the current client are marked as Not
applicable.

Buttons

• Print - opens the window
  for selection and printing of templates. If you want to send the
  item by email, click
  E-Mail in the window for
  template selection.
• Add new -
  opens the quick-add menu from where you can add a new
  Attachment, Adjustment,
  Risk, or Tickmark to the Checklist. You can
  set up what will be visualised in the quick-add menu in the Visible
  properties tab in the Checklist's setup.
• Refresh - reloads the
  Checklist without exiting the page.
• Settings - opens the Active engagement settings for determining
  user permissions.
• Score - calculates the number of points, depending on the number
  of positive and negative answers given in the Questions tab.

Tabs & Sections

Questions

The tab uses symbols that show whether there are references and what is
their condition:

• - there is a visible reference
• - the reference is completed
• - the reference is checked
• - the reference is
  semi-completed, i.e. there is still work in progress

Objective

The tab shows the Checklist's description.

The other tabs give access to properties that are identical to the ones
in the Checklist's context menu. You can personalise the
tabs' visibility in the Visible properties tab in the
Checklist's setup. To do so, mark the properties that you want to be
visualised.

References

The section shows all references (if any) to the question or
sub-question that you have selected. References are visualised according
to whether you have answered a question or sub-question with
Yes/No. Right click on a reference to browse through its context
menu. The context menu will vary depending on what type of working paper
the reference is.

Note

The Remove reference option in the context menu is available only to
audit team members who have specific user
permissions to edit method.

If you right click on a blank space within the section, the context menu
will give access to these actions:

• Add from file - creates a new working paper of the type
  File, directly adding reference to it
• Add link - creates a new working paper of the type Link,
  directly adding reference to it
• Add reference - adds a new reference
• **New working paper **- creates a new working paper

Note

In this tab you can add notes to a question or a sub-question. Click
the Edit button and enter the
note's text.

Attachments

Here you can attach files to your note or to the
question itself. To do so, open the tab and select the file from the
dialog window.

Description

The tab shows an explanatory text to the question that you have
selected.