Modifying a Program Step in a Form

You can modify the text for a program step in a form after you've added the step from the Program Steps Library. This feature allows you to customize the text for your engagement. Modified steps display a Modified tag next to the program step's name when viewed in the Program Steps Library. The modification that was made to the program step is updated in the Program Step Library.

Note: If you include the Program Step Library from an existing (non-custom) audit area, customizations within each form are independent of other forms using the Program Step Library for that audit area. If you customize the step in one audit program, it is not automatically customized in the other audit programs.

To modify a step, 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 modify program steps for.
3. Locate the step you want to modify in the form's substantive procedures table.

4. Click in the Procedure text box and make any needed changes.

5. Press Tab on your keyboard to exit the text box.
6. Click Submit All KC Changes.