Accessing Checklists

If you use AutoCheck as a standalone product, you will access client checklists by clicking the client name on the All Clients page. If you use AutoCheck along with CCH Axcess™ Knowledge Coach, you can access checklists by clicking the Financial Statement Disclosure Checklist link in an engagment.

Within a client's checklists, the following two sections are available at all times:

• Checklist navigation pane. Located on the left side of the screen, this pane lists all the checklists for the client. Click links in this pane to navigate between sections of the checklist.
• As you complete the tailoring questions and checklists, additional sections may be dynamically added for the client. Clicknext to an item in this pane to view items that have been added.

  Note: If there are open notes for a checklist, the icon displays next to that item. The icon changes to once the status of a note has been updated to Cleared or Roll Forward.

• Checklist toolbar. Located on the right side of the screen, this toolbar includes buttons that allow you to manage checklist updates. Tell me about the toolbar.

  Toolbar Button	Description
  Refresh	Click to update all the checklists for the client to incorporate recent changes.
  Submit All AutoCheck Changes	Click to save and publish all changes you have made since the last time you clicked the button.
  Discard Changes	Click to undo any changes you have made to the checklists since the last time you clicked Submit All AutoCheck Changes.
  Diagnostics	Displays only when you are working in a specific checklist. Displays a number badge that indicates the total number of diagnostics in the checklist you're currently working in.
  Add Disclosure Checklists	Click to add a new checklist. See Adding a Tailoring Checklist for more information.
  Add Notes	Click to view or add notes for this checklist. See Working with Checklist Notes for more information.

The content in the main pane changes depending on which link you select in the navigation pane. This section is where you will perform your work in the checklists. The content in the main pane can be any of the following:

• Overview view. This view displays by default when you open a client. It displays details for the client's checklists in a grid. Click a title name in the grid to open the specified checklist.

  Tell me about the information in the Overview grid.

  Column	Description
  Title Name	Displays the name of the checklist.
  Diagnostics	Displays a dot next to each checklist for which there are diagnostics. To resolve the diagnostics, click the checklist name, and make the needed changes. Note: Click Refresh to update the diagnostics.
  Notes	If there are open notes for a checklist, the icon displays here. The icon changes to once the status of a note has been updated to Cleared or Roll Forward.
  Industry	Displays the industry associated with the title name.
  Last Modified	Displays the date when changes for the checklist were last submitted.

• When you are in Overview view, buttons that allow you to sign off and print the checklists display above the grid. These buttons apply to all the checklists listed in the Overview view. You can also click Expand All or Collapse All above the grid to modify how much information displays in the grid.
• Tailoring questions and disclosure checklists. When you click a title name in the navigation pane or the Overview grid, the content for that title displays in the main pane. Depending on which title you select, the title might display a list of tailoring questions or disclosure items. See Completing Tailoring Checklists and Completing a Disclosure Checklist for information on working on these items.