This article provides an introduction to managing procedures within a workpaper.
ℹ️ Note: If you are looking to manage procedure lists at the firm level—such as creating, updating, or syncing procedures to workpapers—refer to the Templates & Practice Standards – Procedures article collection: Procedures.
Where to find procedures in a workpaper
You can find procedures for a workpaper in the Procedures Page, accessible from the left-hand menu within an open workpaper. This page displays the procedures from the template linked to the workpaper.
Navigating procedures
To streamline your work, the Procedures Page includes tools to help you efficiently manage procedures:
Filtering: Narrow the list by role, status, last updated or number of notes.
Searching: Use the search bar to locate specific procedures by name or keyword.
ℹ️ Note: Procedures will only appear if they are applicable to the entity type associated with the workpaper. Procedures linked to different entity types will not be displayed.
Procedures and roles
Each procedure is linked to specific roles within the workpaper process (e.g., preparer, reviewer, or approver).
Taking action on procedures
There are multiple actions you can perform on procedures within a workpaper. Detailed instructions for each are provided in the following articles:
Changing the procedure template
If you need to apply a different procedure template to your workpaper, you’ll need to update the workpaper details. For instructions, refer to the article: Editing Workpaper Settings.