Completing procedures

Open the Folder and select the Workpaper by left-clicking on the Workpaper or the reference number.
Identify the procedure or checklist item you wish to complete;
Tick the Completed box to mark a procedure as completed OR select the appropriate Yes, No or N/A response on a checklist;
The name and date of the individual who completed the procedure will now appear against the procedure.
If needed you can amend the sign off date at any time. (Changing-the-sign-off-date-and-one-click-sign-off)
As procedures are completed through your workpaper the sign off at the top of the page will record your progress.
You can also use the COG button to access additional options in the workpaper such as filtering to show incomplete procedures, any that are hidden by the customiser on your file or based on the selected answer.

Search