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 that do not apply. The dependencies can be easily created using the questionnaire designer. The resulting form is cleaner, shorter, and more relevant 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 completed quickly and easily. Administrative staff can be trained to design the questionnaires. | |||
| • | Select how many “sign-offs” are required per question (unrestricted number of sign-offs allowed). | |||
| • | 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. | |||
