Add additional Fieldwork Worksheets
Audit International includes Custom Form Worksheets for:
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Substantive Analytical Procedures
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Substantive Sampling - Tests of details
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Sampling - Tests of controls
The predefined worksheets are made available to the user in the following way:
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Substantive Analytical Procedures: these worksheets are available for all predefined Financial Areas.
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Substantive Sampling - Tests of details: these worksheets are included for a selection of Financial Areas.
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Sampling - Tests of controls: these worksheets are included for the predefined Business Cycles.
If you create a new Financial Area and want to add any of these three worksheets, follow these steps:
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In the Documents page, navigate to the folder where you want to add the Custom form worksheet.
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Click the add icon (+) located to the right of the folder name.
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Select the corresponding Worksheet from the Custom forms section.
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Provide a document number/identifier and modify the name accordingly in the dialogue.
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Select save to add the Custom form worksheet to the engagement.