Rachel Blacklock
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Articles
Recent activity by Rachel Blacklock-
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...
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Editing a Step, Section or Task
There may be times when you need to edit the description of a Step, Section or Task added to the Workflow. This simple process is the same for each of the three levels of the Workflow.Open a previo...
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Deleting Steps, Sections and Tasks
Select the Step from the left hand side of the screen;In the selected Step, hover over the Step, Section or Task name until the Delete icon appears on the right hand side of the screen;Click on the...
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Reordering Steps, Sections and Tasks
Reorder Steps and SectionsSelect the Step or Section from the left-hand side of the screen;In the selected Step, hover over the Step document icon or Section folder icon until the arrow mouse curso...
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Completing Steps, Sections and Tasks
Once you have created the Workflow , your audit team is then ready to use it as their step-by-step guide to completing the audit. Each Task can be marked as completed and referenced to where the wo...