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SMART Practice Aids - Field Work

SMART Navigator

SMART Navigator
is designed to guide you through the PPC engagement process in the most efficient manner, from beginning to end. It also provides a convenient visual status of each step in your engagement.
note
Use of SMART Navigator is optional.
Depending on your needs and preferences, SMART Practice Aids – Field Work gives you significant flexibility in that you can navigate your engagement in a number of different ways, including SMART Navigator, the left navigation pane, audit programs, and tabs at the bottom of the window for each open workpaper.
If you want to utilize SMART Navigator as a guide for your PPC engagement process, begin at step 1 in
General Planning Procedures
 and proceed sequentially from there. In this way, your General Planning Procedures serve as a road map for conducting your engagement and help you avoid completing unnecessary workpapers.
In addition to clicking the SMART Navigator tab at the bottom of the window, you can also click the
SMART Navigator
button at the top.
note
Clicking either the tab or the button will always take you back to where you left off in SMART Navigator.
To view the SMART Navigator window for a different audit area, click the up arrow on the SMART Navigator tab. Then select the audit area from the list that appears.
From the SMART Navigator window you can:
View and access audit program steps
SMART Navigator presents an abbreviated view of each program step. Click
More
(see arrow above) to view a step in its entirety, including any sub-steps, practical considerations, and related engagement workpapers. To view the audit program in Completion view, click the
View Audit Program
link in the upper right corner of SMART Navigator.
Add and access related workpapers
Double-click any blue underlined PPC workpaper reference to add the workpaper to your engagement or to navigate to the workpaper if it already exists in your engagement. When you add a workpaper in this manner from SMART Navigator (or from an audit program displayed in Completion view), you will have the opportunity to assign the workpaper to an audit program step, which places a link to the workpaper next to the step. In SMART Navigator, the link is visible by clicking
More
. A link is also placed in the Workpaper Index column of the audit program, which is visible when the program is displayed in Completion view. You can also add documents by selecting
Insert | Add Document
 from the menu.
note
Certain workpapers, applicable to virtually all engagements, were automatically added to your engagement when it was created, and links to those workpapers have already been added to relevant audit program steps.
View the status of steps and related workpapers
A status icon appears next to each step, so you can quickly see how work in an area is progressing. Clicking the icon opens the audit program for the audit area, displays it in Completion view, and takes you to the step. From there you can view or add related workpapers and sign-off the step when it is completed.