Procedures are shown at the workpaper level under the Procedures tab. They are organised by category and can also be filtered using the available tabs:
All: Displays all procedure items.
Outstanding: Shows items not yet completed or marked as not applicable.
Completed: Lists items marked as completed.
N/A: Displays items marked as not applicable.
Each procedure item displays:
Name and Description: Provides context for the task.
Assigned Role: Indicates who the procedure is for (Preparer, Reviewer, Approver).
Action Details: For actioned items, it shows who completed or marked it as N/A and when.
Visual Indicators
Completed: Procedure is ticked and has a green border
Not Applicable: Procedure has a cross and a red border
Outstanding: Procedure remains as is with a grey border.
Reasoning and notes
When you select a procedure, a sidebar will appear on the right-hand side, displaying additional details. This includes any notes added to the procedure and, for items marked as N/A, the reason they were marked as such.
💡 Tip: For more instructions on managing procedure templates at the firm level, visit our procedures collection.