The main functionality of the Program type of working paper is located in the Steps section. It consists of hierarchically organised steps and sub-steps. The rest of the active window's tabs give access to functions that are identical to the functions in the Program's context menu.
- selection and printing of templates. If you want to send the item by email, click E-Mail in the window for template selection. Print - opens the window for
- Refresh - reloads the Program without exiting the page.
- Settings - opens the Active engagement settings for determining user permissions.
Tabs & Sections
The tab uses symbols which show whether there are references and if yes, 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
The section shows all references (if any) to the step or sub-step that you have selected. Right click on a reference to open its context menu. The context menu will vary depending on what type of working paper the reference is.
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
In this tab you can add notes to a step or a sub-step. Click theEdit button and enter the note's text.
Here you can attach files to your note or to the selected step. To do so, open the tab and select the file from the dialog window.
The tab displays an explanatory text to the step that you have selected.
The tab shows the objectives covered by the selected step. By completing the Program, certain objectives are achieved - they can be defined at method level. For each step, you can define the objectives that it will cover.