Complete procedure forms

After you've designed the audit engagement, you can begin completing the necessary forms.

Add, edit, and delete signoffs

With a form open, right-click the step in the N/A/Performed by column and select Sign Off Step
or N/A
.

After you've signed off on a step, you can right-click and select Edit Sign Off Step
to change your initials or the date of your signoff.

If you've mistakenly signed off on a step, you can also right-click and select Delete Sign Off Step
.

With a form open, right-click the step in the Workpaper Index column and select Add Workpaper Reference
.

note

You can add a Workpaper Reference to a document in Engagement Manager that was not added by Guided Assurance.

Select one or more workpapers from the list and select Continue
.

With a form open, right-click the step in the Workpaper Index column and select Add Document
.

Select the Guided Assurance document to add and the number of copies and then select Next.

Enter a Reference
and then select Done
.