Completing a procedure in a workpaper is a straightforward process. Follow these steps to ensure accurate completion.
In an open workpaper, select the Procedures Page from the left-hand menu.
Locate the procedure item and tick the checkbox on the left-hand side of the procedure.
ℹ️ Note:
Procedures are scoped to roles. Only users assigned to a procedure’s role (or a higher role) can complete it. For example:
A preparer cannot complete a reviewer procedure.
A reviewer can complete both reviewer and preparer procedures.
💡 Tip: If a procedure is not relevant, consider marking it as not applicable. Refer to the Marking a Procedure as Not Applicable article for guidance.