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This article applies to:

  • Product: SMART Practice Aids

Create a SMART Start Client Engagement

note
This topic covers the steps for creating a SMART Start client engagement. To create a regular client engagement, see the Create a Client Engagement topic.
If you select practice aids titles with SMART Start data, you will see a new option on the
Create Client Engagement
 window that lets you enable SMART Start, an audit process for small, noncomplex entities.
To create a SMART Start client engagement:
  1. On the
    File
     menu, click
    New
    .
  2. Click
    Client Engagement (from PPC Title)
    .
    The Create Client Engagement window appears.
  3. Enter the appropriate Client engagement information.
    • Select the database. (Use the
      Browse
       button to locate a remote machine/database.)
    • Enter the client name (or select the name from the drop-down list).
    • Enter a name for the engagement.
    • Enter the engagement date, or click
      Date
       to select from a calendar.
    • Select an engagement type from the drop down. Depending on your selection of the engagement type, another drop down may appear.
    note
    A
    Select Review Type
     drop-down appears if you select the Review engagement type and a
    Select Compilation Type
     drop-down appears if you select the Compilation engagement type. The Select Review Type drop-down comes with a
    Help me decide
     link to help you decide what review type to choose.
    • In case of the Review engagement type or Compilation engagement type, select a review type or compilation type as appropriate.
  4. Click
    Next
    .
  5. On the next window select a
    practice aid
     title for this engagement. (Only installed practice aids titles are listed.)
    If you select a practice aids title with SMART Start data, you may see a new option called "
    Use SMART Start?
    ."
    note
    Click the
    Help me decide
    link for a summary of benefits, cautions, and other considerations when using SMART Start.
  6. Select the
    Yes
     option. (The default is
    No
    .)
    The system automatically selects the Risk Assessment module. Then it disables and deselects the Internal Control module and provides the ability to enable Disclosure and Field Work.
    note
    The modules available to include in the engagement depend on the engagement type you choose (in Step 3), and the system automatically selects modules, disables modules or provides the ability to enable modules based on the practice aid title you choose (in Step 5) for the engagement.
  7. Select the software and the disclosure checklist type you wish to use.
  8. Click
    Finish
    .
The system creates a new client engagement, populates the engagement with SMART Start content, opens the engagement to the first planning form in the engagement, and places the SMART Engagement Setup Questions report in the engagement as the first form in the planning area (immediately before Identified Risks).