Customising the Working Paper Index

Customising programs and checklists

• Accessing Edit Mode
• Editing procedures
• Deleting procedures
• Adding procedures and sub-procedures
• Adding headings
• Reordering procedures

See all 7 articles

Creating new programs, checklists and forms

• Creating a blank workpaper
• Creating new sections and workpapers
• Adding new sections
• Types of sections
• Adding new procedures, sub-procedures and headings

Customising the Review Point types

• Adding new review point types

Creating new Lead Schedule Summaries and Lead Schedules

• Creating a new Lead Schedule Summary

Creating Symlinks

• Types of Symlinks
• Creating a new Symlink

Creating Analytical Review workpapers

• Creating an Analytical Review - Preliminary workpaper
• Creating an Analytical Review - Completion workpaper
• Creating an Analytical Review - Ratio workpaper