Revisar y modificar la configuración predeterminada de la lista de comprobación

Set

Descripción

Título de instrucciones

This is the title for the document guidance information. You can enter a guidance title to change the default title.

Procedimientos de aprobación y conclusión

Select this check box to add a signoff option in all procedures and the conclusion rather than having one signoff for the whole document.

Conclusión disponible

Select this check box to add a conclusion section to the document. Once you select it, a text field displays so you can add a title to the conclusion section.

Habilitar afirmaciones

Select this check box to add assertions in the document, if a procedure addresses any of them. Once selected, the assertions icon () displays at each procedure.

Usar datos no consolidados

Select this check box to determine whether or not non-consolidated data can be used in the document.

Permitir las notas de entrada en los procedimientos

Select this check box to insert the Add note button below each response in the document which allows users to enter a note related to the response or procedure. You can also use this button to add a note placeholder.

Respuesta

Select + Response to define the default response each procedure in this checklist. If you don't define a default response, you'll have to define a response every time you add a procedure in the document.

For information on how to add a response type, see Add a response type to a procedure.

Mostrar respuestas debajo del procedimiento

Select this check box to display responses below their respective procedures.

Análisis

Enable data analysis by selecting the desired chart option from the drop-down list. The data used for analysis is sourced from the trial balance.

Once you enable this option, the Analysis page is added in the document. The tab displays the selected charts for specific a group or as an Analysis document for an overall financial analysis. For information on how to use the Analysis page, see View account analysis in checklists.

Mostrar información de riesgo

Select this check box to enable the risks tab. You need to also define the data source for this tab using the Financial groups section.

Financial groups / Cycle / Area

Select one or more financial groupings, cycles or areas to associate with the checklist. If you enabled the Risks tab, risks that apply to the selected financial groupings, cycle or area are displayed in the tab.