Reviewing Diagnostics

Diagnostics are system checks that are built into checklists to ensure that all required disclosure information is present in the financial statement. Diagnostics display as red text beneath the tailoring questions or specific disclosure requirement where potential issues exist. As you update a checklist, the diagnostics update dynamically to reflect the new information.

Identifying Checklists with Diagnostics

You can quickly identify which checklists have unresolved diagnostics from a client's Overview page. A gray dot displays in the Diagnostics column for checklist with unresolved diagnostics. Click the checklist name to open the checklist and view the diagnostics.

Locating Diagnostics in a Checklist

When you are viewing a checklist with diagnostics, a number badge displays on the Diagnostics button in the toolbar. This number indicates the number of diagnostics in the checklist.

To find diagnostics, scroll through the checklist to find the red diagnostics text. Review this text to determine how to resolve the diagnostic. As you make changes in the checklist, the number of diagnostics changes based on the answers to your questions. Some changes will resolve the diagnostics, but other changes might cause new diagnostics to display.