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.
The tab uses symbols that show whether there are references and what is
their condition:
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.
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:
In this tab you can add notes to a question or a sub-question. Click
the Edit button and enter the
note's text.
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.
The tab shows an explanatory text to the question that you have
selected.