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The General tab of the working papers' settings includes the following parameters:

  • Code – codes make the search for working papers easier
  • Name – the name of the working paper
  • Estimated time – the estimated time to complete the working paper
  • On next audit:
    • Empty document – data from the current audit will not be transferred to the new audit
    • Copy data from current audit – data from the current audit will be transferred to the new audit
  • Visible document – whether the working paper will be visible or invisible
  • Active document – whether the working paper will be active or inactive
  • To be completed – whether the working paper must be completed
  • To be checked – whether the working paper must be checked
  • Objective – description of the working paper's objective
  • Visible properties – this affects the visible properties such as Risks, Adjustments, Tickmarks, etc. It has an impact on working papers' context menu and built-in forms.

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