Enable SMART Practice Aids - Field Work
If
SMART Practice Aids – Field Work
is installed, you can enable it for any engagement for which you intend to use the tool. You can enable it when you want to create a new engagement or for an existing engagement. Once you enable SMART Practice Aids – Field Work for an engagement, you cannot disable it.
To enable SMART Practice Aids – Field Work for a new engagement:
- SelectNewfrom theFilemenu (or click theNewbutton on the tool bar).
- Complete the fields on theCreate Client Engagementwindow.
- ClickNext.
- Select theField Workcheck box (if it is not already checked by default) and complete all pertinent fields.
To enable SMART Practice Aids – Field Work for an existing engagement
:- With the engagement open, clickFileon the menu bar.
- SelectEnable Field Work.
If the
Enable Field Work
menu option is not active, then SMART Practice Aids - Field Work has either already been enabled for the engagement or it is not available for the selected title.When using the
Rollforward
tool to create a new engagement based on a prior-period engagement, you have the option to use SMART Practice Aids – Field Work
with the new engagement.