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

This article applies to:

  • Product: SMART Practice Aids

Complete and Customize the Checklist

After you have selected the checklist topics, the next step is to complete and customize the checklist. Select option 2 –
Complete Disclosure Checklist
 from the
Navigation
 pane, or click
Next
on the bottom of the center checklist pane.

Set a Requirement's Disclosure Status

Review and complete the checklist by updating the Disclosure status for each topic and requirement. This is done by selecting one of the status options to the right of each requirement. Select
Yes
or
No
to indicate if the Disclosure was made for this requirement or select
N/A
 if the requirement is not applicable.
You can mark an entire section of requirements N/A by selecting the
N/A
 check box for the parent topic.
Edit a Disclosure Requirement

To edit a requirement

  1. In the checklist pane, double-click the requirement you want to modify and the title text will become an edit field. Alternatively, you can access the Edit feature by selecting a requirement and then selecting Modify from the Edit menu.
  2. Enter the new requirement text. When you have finished the edit, click away from the text field to save the changes.
    note
    • You can also access the edit requirement feature by right-clicking on the requirement text and selecting
      Edit Requirement
      from the pop-up menu. Edit the text and click
      OK
      to save the changes.
    • If you modify a default PPC checklist requirement, the modified text will display in red and an orange flag will display in the left margin of the checklist pane to indicate the requirement has been changed from it's original value.
    Click the orange flag to see a comparison of the original requirement and new requirement. You can also revert back to the original value.

Add a Disclosure Requirement

  1. Select the requirement in the checklist at the point you want to insert the new requirement.
  2. Select
    Requirement Above
    ,
    Requirement Below
    , or
    Requirement Child
    from the
    Insert
    menu to open the
    Add Disclosure Requirement
    window.
    note
    Adding a requirement via the
    Child Requirement
    option will create a sub-requirement under the requirement you have selected in step 1.
  3. Enter the requirement text and click
    OK
    . You can also set the requirement status to
    Yes
    or
    No
    before saving the new requirement.
    The new requirement is visible in the checklist at the point you inserted it.
    note
    The Insert Requirement menu actions are also available by right-clicking a requirement in the checklist.

Delete a Disclosure Requirement

  1. Select and right-click the requirement in the checklist.
  2. Select
    Delete Requirement
    from the pop-up menu.
  3. Click
    OK
    in the confirmation window to remove the requirement from the checklist.

Move Requirements

To move requirements within a checklist, simply select the requirement and drag it to the new location in the checklist. An arrow icon will display next to your cursor to indicate the new location of the requirement. You can also use this method to move requirements to new topics.

Add, Edit and Delete Comments

Use the same procedure you used for checklist topics to add, edit or delete comments in requirements.