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Search PPC's SMART Practice Aids Support Help and Support.

This article applies to:

  • Product: SMART Practice Aids

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.
note
In addition to SMART Navigator, you can navigate your engagement through the left hand navigation pane or the tabs at the bottom of the screen. You can also navigate via the View Procedures link at the top of the screen.
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.
note
The pop-up menu gives you several other options, including inserting workpaper and memo references, as well as hyperlinks. (See Complete Audit Programs)
If you switch back to the SMART Navigator view, you will see a
Completed
 button beside the procedure you have completed.