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SMART Practice Aids - Field Work

Manage Your Entire Engagement in SMART

With SMART Field Work, you can manage your entire engagement within SMART, including adding, completing, and managing any workpaper necessary to document your audit procedures.
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If you use engagement management software and prefer to manage all workpapers, sign-off and finalize documents in your engagement management software, then you can exclude these options in SMART Field Work by indicating that you plan to use engagement software when you create your engagement in SMART:
If you don’t use engagement management software, you can use SMART Field Work to manage your entire engagement within SMART for seamless integration with your audit team:
  • Add and manage all types of documents in SMART.
  • Sign-off workpapers as they are completed and reviewed in SMART. (Workpapers are grouped by audit area.)
  • Finalize individual workpapers with notification if someone attempts to access a reviewed and finalized workpaper.

Add and manage documents in SMART

You can add and manage PPC Practice Aids, Checkpoint Tools documents, external documents, manual document references, Word and Excel documents. Workpapers and schedules already created outside of SMART can easily be added and managed in SMART. Create your own Word and Excel documents and manage them in SMART; they will open directly in Word or Excel for easy editing. You can link directly to any type of document from workpaper references, and your information carries dynamically, where applicable, to SMART Practice Aids documents, creating efficiency in your audit engagement process.
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PPC Forms include forms that are specially managed in SMART for more efficient completion and to enable sharing of key data with other forms. These forms open as windows within SMART. Checkpoint Tools documents include any of the available Checkpoint Tools documents for the applicable title. For editing, they open in their native Word or Excel formats.
To add a document in SMART, select
Add Document
from the Insert menu.
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Firms that choose to use engagement management software can still add and manage other document types such as external documents and Word and Excel documents in SMART, although they may prefer to continue to do that in their engagement management software rather than in SMART. As noted, SMART Practice Aids – Field Work provides great flexibility and many options so that firms can choose the approach that works best for them.

Workpaper Properties

You can change workpaper properties, including document name, workpaper reference, and rollforward options. For more information, see the Workpaper Properties topic.