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Compilation and Review

SMART Analytical Procedures Documentation Form

To add the
SMART Analytical Procedures Documentation Form
 to an engagement created that you selected to manage your engagement using external engagement management software:
  1. Open a review engagement. (See Open a Saved Engagement).
  2. On the left hand navigation pane, click an appendix in the procedures design section.
  3. Select
    Completion view
     in the drop-down at the upper right hand corner of the screen. For a clearer view of the procedure, right-click
    Steps
     at the top of the screen and select
    Expand All
    . Scroll through the procedures.
  4. In one of the
    Practical Considerations
    , you will see a link for the
    SMART Analytical Procedures Documentation Form
    . Double-click the link to open the form in Excel.
  5. Complete the form as required. Save and close.
To add the
SMART Analytical Procedures Documentation Form
 to an engagement created that you selected not to manage your engagement using external engagement management software, from the
Insert
 menu, select
Add Forms
,
PPC Forms
.