One of the best parts of Cimplico Workpapers is the way account-specific checklist items are handled. Cimplico Workpapers will take checklist items and add them to the worksheets they apply to, rather than as part of a lengthy, ambiguous list attached to the job.

A major advantage of checklists on the worksheet is their ability to add an additional layer of control and governance to the worksheet preparation. Having the checklist items in the location where they are most relevant helps ensure items are not missed or forgotten.

Further, for a worksheet to be ready for review, it requires all checklist items to be resolved. In the case of a resolved checklist item being updated or unchecked, a reviewed worksheet will become active again.

Let's explore worksheet checklists further!

If a worksheet has checklist items mapped to it, you will see a Checklist tab on the worksheet with a badge showing the number of remaining checklist items. If a worksheet does not have checklist items mapped to it, the Checklist tab won't appear.

Clicking the Checklist tab, we can see a checklist item features:

If you have considered or completed a checklist item, simply click the checkbox to mark the item as completed. Doing so will create a timestamp record that you have completed the item.

We acknowledge checklist items may not always be relevant/applicable. In those instances, you can indicate this by marking the item as not applicable. Doing so will bring up a modal prompting you to enter your reason for marking the item as not applicable.

Once you have provided a reason, the item will now be resolved, showing a timestamp record that you have marked the item as not applicable, along with the reason provided.