Building Templates
Templates are created centrally, using a web-based application. Built-in logic allows for functionality that does the following:
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| • | Dynamic forms automatically hide questions or procedures or other questionnaires that do not apply. The dependencies can be easily created using the questionnaire designer, which meanse there is no programming or complex formulas to learn. The resulting forms are cleaner, shorter, and tailored to the engagement at hand. | |||
| • | Easy-to-use format is as simple as pointing and clicking. Your firm's content of choice can be easily added into the template builder, and fully-functional programs or checklists can be authored and amended quickly and easily. Administrative staff can be trained to create the questionnaires. | |||
| • | Select how many “sign-offs” are required per question. | |||
| • | Opt to have a question roll over for the next year's audit. | |||
| • | Calculations can be inserted right into a question and referenced elsewhere as needed. | |||
| • | Formatting options on the form-builder level allow your firm to present the content in a way that best communicates the information. | |||
| • | Enable end users to delete or edit questions as necessary. | |||
