Tools menu
Name | Description | Shortcut |
|---|---|---|
Create SMART Docs | Use this to create SMART Docs. | Alt + T + C |
Diagnostics | Show diagnostics report. | Alt + T + D |
Workpaper Status Report | Runs the Workpaper Status Report (if you have Field Work installed, this option is enabled). | N/A |
Transfer Engagement | Transfer an existing engagement to another database. | Alt + T + T |
Receive Engagement | Import an existing engagement into your database. | Alt + T + R |
Delete Transfer Files | Select and delete transfer files that have been created. Use the Transfer Engagement action. | Alt + T + W + D |
Delete Backup Files | Select and delete backup files that have been created. Use the Backup action. | Alt + T + W + B |
Import Data | Import your program information using this feature. The Import Data Template can be downloaded from the Help menu. | Alt + T + I |
Affirm | Confirm a prior-period response or selection for the current period. | Alt + T + M |
Affirm Row | Confirm a prior-period response or selection for the current period for the complete row. | N/A |
Affirm Table | Confirm a prior-period response or selection for the current period for the complete table. | N/A |
Affirm All | Confirm all prior-period responses or selections on the current window or document for the current period. | Alt + T + L |
Signoff Properties | Confirm all prior-period responses or selections on the current window or document for the current period. | Alt + T + S |
Name | Description | Shortcut |
|---|---|---|
Wrap Up | The Wrap Up sub-menu contains the following options: | Alt + T + W |
Delete Transfer Files | Select and delete transfer files that have been created. Use Tools, then Transfer Engagement. | Alt + T + W + D |
Delete Back-Up Files | Select and delete backup files that have been created. Use File, then Backup. | Alt + T + W+ B |
Name | Description | Shortcut |
|---|---|---|
Options | The Options sub-menu contains the following options: | Alt + T + O |
File Locations | Define default file locations for engagement backups, transferred engagements, and generated Practice Aids. | Alt + T + O + F |
Content Settings | Set the location of reference materials such as PPC Guidance and Checkpoint. | Alt + T + O + S |
Point to Different Database | Change the database for your SMART Practice Aids client. | Alt + T + O + P |
Application Settings | Change your user name. | Alt + T + O + A |