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Workpaper Dashboard

Workpaper properties

The
Workpaper Properties
 window lets you view all information pertaining to a specific workpaper and to designate the name and reference for the currently selected workpaper. You can also specify the rollforward treatment for a workpaper, assign the workpaper to a specific staff member, track signoffs, view the status of the current workpaper, and choose to delete the workpaper when the engagement is ready to be finalized.
Right-click a new or existing workpaper in the Engagement Binders Tree portlet in the
Workpapers Dashboard
 and select
Properties
 to view or update the workpaper information.
note
  • You can't modify the properties for a selected workpaper if it is currently checked out from the engagement binder.
  • You can't modify the properties of a protected workpaper. Right-click the workpaper and select
    Unprotect
     to make it available for editing. And if the engagement binder has been
    Finalized
    , you must first right-click the finalized engagement briefcase in the Engagement Binders Tree portlet, and select
    Unfinalize
     to return the binder back to an active state.

Properties

  • Reference
    Workpapers CS automatically enters the Workpaper reference information that is provided on the
    Workpaper Properties
     screen of the
    Add Workpaper Wizard
    , but you can change it if necessary.
    note
    Workpaper references must be unique within a single engagement binder.
  • Name
    Workpapers CS automatically enters the Workpaper name that is provided on the
    Workpaper Properties
     screen of the
    Add Workpaper Wizard
    , but you can change it if necessary.
    note
    Workpaper names must be unique within a single engagement binder.
  • Assigned
    Workpapers CS automatically enters the name that is provided on the
    Workpaper Properties
     screen of the
    Add Workpaper Wizard
    , but you can change it if necessary.
  • Roll forward
    You can choose to exclude, include, or replace the currently selected workpaper during the Roll Forward process.
    note
    This field is automatically filled with one of the following options based on the selections made in the Workpaper Properties screen when the workpaper was added to the engagement.
    • Exclude.
       Flags the workpaper for exclusion from the new engagement that is rolled forward.
    • Include.
       Flags the workpaper to be included in the new engagement binder that is created.
    • Replace - placeholder.
       Inserts a place holder in the engagement binder to assist in tracking and organizing manual documents after the rollforward is complete.
    • Replace - PPC Checkpoint Tools.
       Replaces the selected workpaper with another workpaper from PPC Checkpoint Tools. (Note that this option is available only if you are licensed for PPC Checkpoint Tools and have the product installed.)
    • Replace - selected engagement binder.
       Replaces the selected workpaper with a workpaper that is selected from another engagement binder.
    • Replace - SMART Practice Aids.
       Replaces the existing PPC workpaper with another workpaper from SMART Practice Aids. (Note that this option is available only if you are licensed for SMART Practice Aids with the Field Work module installed.)
  • Status
    Displays the current status of the workpaper (Available, Protected, Checked out, and so forth.)
    note
    The properties of a protected workpaper can't be modified. Right-click the workpaper and select
    Unprotect
     to make it available for editing. And if the engagement binder has been
    Finalized
    , you must first right-click the finalized engagement briefcase in the Engagement Binders Tree portlet, and select
    Unfinalize
     to return the binder back to an active state.
  • Delete on Finalize
    Mark this checkbox to delete the selected workpaper during the finalize process.
    note
    The checkbox is automatically marked or unmarked based on whether it was marked or not on the Workpaper Properties page of the
    Add Workpaper Wizard
     when the workpaper was added to the engagement binder.
  • Signoffs
    Displays the ID, Date, and title of the staff person who signed off for the selected workpaper and the date that the staff person signed off.
    A staff member may be designated as a Preparer, Reviewer, or as another user-defined type.
    note
    You can right-click a selected workpaper in the Engagement Binder Tree portlet or in the Workpapers List portlet and select
    Add Signoff
     from the context menu to insert a signoff for the selected workpaper.

This article applies to:

  • PRODUCT: Workpapers CS
  • Subject: Engagements,Workpapers