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Getting started with Checkpoint Tools for PPC
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This article applies to:

  • Product: Checkpoint Tools

PPC menu add-in for Microsoft Word and Excel

When you install Checkpoint Tools for PPC, an add-in is created in Microsoft Word and Excel. The PPC tab in the ribbon of Word and Excel is similar, but menu options vary depending on what type of document you're in.
  • Create a New Workpaper
     opens the Checkpoint Tools main screen so you can select the document you want to create.
  • Add PPC Comments
     inserts comments into an audit program document.
  • Show Practical Considerations
     will appear in blue text in a document, if they're available.
  • Print Practical Considerations
     will include practical considerations when you print the document.
  • Delete Practical Considerations
     deletes all considerations in the document, if required.
  • Configure Sign-off
     is where you enter your initials and date you want to use in the sign-off column of the audit program.
  • Step Sign-Off
     is where you mark a procedure step as signed off with your initials and date. You can also use Alt + G on your keyboard for this.
  • Step NA
     is how you designate a procedure step as Not Applicable (N/A). You can also use Alt + N on your keyboard for this.
  • Clear All Sign-offs/Checkmarks
     clears any sign-offs or checkmarks in the document.
  • Review Audit Program Changes
     allows you to show, hide, and accept changes to the document.
  • Share Data
     lets you share things like client information with other documents in an engagement.
  • Content Settings
     lets you change how you view related reference material in a document. Reference Library or Checkpoint subscriptions are necessary for this.
  • Checkpoint Tools Help
     takes you to the Help and Support Center.
  • Tickmarks Toolbar
     shows or hides the Checkpoint Tools Tickmarks toolbar in Word or Excel.