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Accessing Edit Mode

Before you are able to edit the procedures in programs and checklists, you will need to access the edit mode of the program or checklist. Access to Edit Mode is restricted to those roles granted access through the Roles and Permissions module, ensuring that only those within the team with sufficient experience and expertise are able to amend the approach for the engagement.

To access the Edit Mode in any program or checklist, simply:

  1. Open the program or checklist from the Working Paper Index;

  2. From the File dropdown menu and select Edit Mode;

  3. To close the Edit Mode in a program or checklist, simply select the close Edit Mode button from the File menu.
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