Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
Editing procedures
Once in Edit Mode, you can edit any of the text on screen, including titles, headers, procedures, and guidance information.To edit any of the text, simply:Ensure you are in Edit Mode in the selecte...
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Deleting procedures
To delete an entire procedure from an audit program or checklist is easy, simply:Ensure you are in Edit Mode in the selected program or checklist;Identify the procedure you wish to delete;Click on ...
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Adding procedures and sub-procedures
In a program or a checklist if you need to add additional procedures, or want to add sub-procedures under a pre-existing procedure it is quick and easy. New ProcedureTo add a new procedure:Ensure y...
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Adding headings
There will be times when you wish to add new headings into your program or checklist and then add procedures under the heading or change the existing headings to better suit your firm's requirement...
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Adding headings
There will be times when you wish to add new headings into your program or checklist and then add procedures under the heading or change the existing headings to better suit your firm's requirement...
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Reordering procedures
Once you have added your new headings, procedures, and sub-procedures you may wish to reorder them in the program or checklist you have customised.MyWorkpapers utilises a simple drag and drop appro...
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Reset Form
If during the customisation process you wish to start over and reset the program or checklist to the standard template before you begin customising the form, this is quick and easy to do. NOTE: Th...
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Printing and storing a file offline
Once the file has been marked as completed and has been set for archive and lockdown, or at any stage during the engagement, you can print individual workpapers or the file in total to PDF or your ...
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Completion and Archive
The archive and lock feature in MyWorkpapers allows you to set the file to lockdown after a predetermined number of days from the audit report signing date.This ensures that after the legislated al...
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Adding Steps, Sections and Tasks
Adding StepsAccess the Workflow within your file;Begin typing the name of the step in the box provided on the left hand side of the screen;Click Create;You will now see your new step in the Steps s...