Adding Steps from the Program Steps Library

After you add a program step, it will have a check mark next to it in the Program Step Library. The check mark serves as a visual reminder of which steps are in your form.

To add steps to your audit program, do the following:

1. On the Engagement List, select the engagement.
2. Open the substantive audit program The 800 series of forms, whose index number and name are specific for each title. These include AUD-800 Audit Program – (Custom) through AUD-822 Business Combinations. you want to add program steps to.
3. Do one or both of the following in the Program Steps Library pane to locate the program steps you want to add:
   • Select Show only applicable steps to limit the displayed steps.
   • Click + or - above the list of program steps to expand or collapse the list. Click + or - for individual steps to expand or collapse those items.
4. Select the check box for the program step you want to add to the form. If needed, you can also select and clear the check boxes for individual sub-steps beneath the parent program step.

   Note: If some sub-steps have been excluded from a form, the check box will indicate this mixed selection. To select all of the steps at once, click the check box in the Program Step column header.

5. Click Update Form.