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Generate Planning Forms and Audit Programs

The final step in the risk assessment process is to generate the engagement's planning forms and audit programs.
When you click
Generation
 on the
Navigation
 pane drop-down list, SMART Practice Aids automatically runs a Diagnostics Report to alert you to inconsistencies or other conditions that you should consider before generating your planning forms and audit programs. Complete the necessary information and then click
Next
 on the
Diagnostics Report
 to go to the Planning Forms window where you can generate planning forms.
You can also access the document forms directly from the
Generate Documents
 section in the
Navigation
 pane as described in the following procedures.
To generate planning forms:
  1. In the
    Navigation
     pane, select
    Generation
     from the drop-down list.
  2. Expand
    Generate Documents
     and click
    Planning Forms
    .
  3. Select the check box for each planning form you want to generate.
  4. Click
    Create Practice Aids
     to generate fully functional Practice Aid versions of the selected planning forms.
    The
    Create Practice Aids
     window appears.
  5. Either type in the directory path or use the
    Browse
     button to locate the folder where you want to save the planning forms.
    note
    If you have set a default directory using
    Tools
     >
    Options
     >
    File Locations
    , that directory will be selected as the default location when you generate and save your Practice aids. You can override the default location by designating a different directory in the
    Browse for Folder
     window.
  6. Click
    OK
     to generate and save the files.
    Once generated, the planning forms in Practice Aids format can be opened using Microsoft® Word.
  7. Click
    Next
    to go to the Generate Audit Programs window.
To generate audit programs:
  1. In the
    Navigation
     pane, select
    Generation
     from the drop-down list.
  2. Expand
    Generate Documents
     and click
    Audit Programs
    .
    The Generate Audit Programs window appears.
  3. Select the check box for each audit program you want to generate.
  4. Click
    Create Practice Aids
     to generate fully functional Practice Aid versions of the selected audit programs.
    The
    Create Practice Aids
     window appears.
  5. Either type in the directory path or use the
    Browse
     button to locate the folder where you want to save the audit programs.
    note
    If you have set a default directory using
    Tools
     >
    Options
     >
    File Locations
    , that directory will be selected as the default location when you generate and save your Practice aids. You can override the default location by designating a different directory in the
    Browse for Folder
     window.
  6. Click
    OK
     to generate and save the files.
    Once generated, the audit programs in Practice Aids format can be opened using Microsoft® Word.
    note
    For older titles, the Planning Form, Audit Report, and Diagnostics Report generation functionality is accessed from Step 4 in the
    Navigation
     pane.
To use the print preview feature:
  1. Click the print preview icon next to the form you want to preview.
    The print preview opens in the
    Preview
     window.
  2. Scroll through the preview document to review how it will print.
  3. When you are ready to close the document, click the
    X
     in the upper right corner.
To use the preview right-click feature:
Once you open a document or form in preview mode (see the previous procedure), you can right-click anywhere in the document to bring up a shortcut menu. This menu has options that let you print the previewed document, add to favorites, create a shortcut, and export to Microsoft Excel.

This article applies to:

  • Product: SMART Practice Aids