How to Complete Procedures

When you finish creating a new engagement, or when you open an existing one, it opens in the SMART Navigator by default.
To complete a procedure using the SMART Navigator view:
  1. Click the
    More...
    link beside the procedure to check if there is more information that needs to be completed. The
    Procedure Details for Review Procedures
    window opens with the information.
  2. Click the
    Practical Considerations
    link. If there are any forms available in the practical considerations, you can add them from here. (See Add Forms)
  3. Once you have completed your form, return to the SMART Navigator by using the menu button at the top or by clicking the SMART Navigator tab at the bottom of the screen.
    1. In the SMART Navigator view, click the
      Start
      button beside the step. The Review Procedures steps open up in the completion view.
    2. You can add a comment beside each step by clicking the icon beside the step.
    3. Right click in the
      Done by or N/A
      column. From the pop-up menu select
      Step Sign-off
      . You can also select
      Step Sign-off
      from the
      Insert
      menu.
    4. You can also insert a Workpaper Reference if necessary. Right-click in the ‘Workpaper Reference’ column and select
      Insert Workpaper Reference
      from the pop-up menu.
If you switch back to the SMART Navigator view, you will see a
Completed
button beside the procedure you have completed.