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Integration between Engagement CS and PPC's SMART Practice Aids allows you to bring advanced audit functionality to your licensed Practice Aids products. When PPC's SMART Practice Aids is installed, you can perform the following tasks and insert the completed audit documents into the current engagement.

• Complete all of your planning documentation.
• Identify and capture audit risks affecting your engagement.
• Select an audit strategy in response to your risk assessment.
• Use drag-and-drop functionality to easily customize your tasks.
• Produce tailored Practice Aids for your engagement.

1. With the desired engagement open in Engagement CS, click the SMART Practice Aids button on the Engagement CS toolbar or choose Tasks > PPC > SMART Practice Aids(TM). If the Smart Practice Aids button is missing, refer to K13432631.
   
   

   

2. If the selected engagement has been associated with an existing engagement in SMART Practice Aids, the Open Engagement dialog displays that item in the available list pane.
   
   
3. If the selected engagement has not been previously associated with an engagement in SMART Practice Aids, the following dialog is displayed.
   
   
4. Build the appropriate planning forms and audit programs in SMART Practice Aids.
5. On completion, generate the planning forms and audit programs by choosing "Create Practice Aids".
6. The planning forms and audit programs will be saved to a path where the Engagement CS client is stored. Click OK in the Create Practice Aids dialog to create the planning forms and audit programs to the appropriate path.
   
   
7. In the engagement within Engagement CS the planning forms and audit programs will be automatically inserted and listed into the {Not yet filed} folder in the engagement Tree View window.
8. You can drag and drop unfiled workpapers to the appropriate engagement folder, or choose File > Process Unfiled Workpapers to move items to an appropriate engagement folder and/or replace existing workpapers. (Using the latter option makes it easier to replace existing documents in the engagement.)

Roll Forward of the Engagement

Once the engagement has been completed in both Engagement CS and SMART Practice Aids you will want to roll forward both engagements.

1. With the engagement highlighted in Engagement CS, choose File > Roll Forward.
2. Specify your Roll Forward Options and your Roll Forward - Workpaper Settings.
   
   Note: refer to K67076322 for additional information on the Roll Forward in Engagement CS.
3. In the Roll Forward - Workpaper Settings dialog, Smart Practices Aids documents that were previously generated will be marked with the Roll Forward Setting of Replace from SMART Practice Aids.
4. Once the Roll Forward of the engagement in Engagement CS has been completed, you will be prompted with Would you like to rollforward you selected SMART Practice Aids engagement?
   
5. Click Yes or No to the message.
   
   If you click Yes, the rollforward process begins SMART Practice Aids. SMART Practice Aids passes the Engagement CS engagement's Prior Period Indicator, Current Period Indicator and Current period document path from the Engagement CS to SMART Practice Aids.
6. If the Engagement CS and SMART Practice Aids engagements are linked, SMART Practice Aids opens and accesses the related engagement. The SMART Practice Aids rollforward process commences. Complete the 4-page Rollforward Engagement form as you would normally when performing a rollforward in SMART Practice Aids. At the conclusion of the rollforward process, the current period SMART Practice Aids engagement opens. You can now complete work on the SMART Practice Aids engagement. In the Generate Planning Forms and Audit Program step, the forms that you generate are stored in the current period Engagement CS engagement.
   
   For additional information on the rollforward in SMART Practice Aids, refer to the Help menu within Smart Practice Aids.
7. If the Engagement CS and SMART Practice Aids engagements are not linked, SMART Practice Aids opens and the system prompts you to select an existing engagement or create a new one. If you choose to select an existing engagement, the Open Engagement window appears. Here you can select the applicable engagement. The system then prompts you to verify that you want to rollforward the selected engagement. The SMART Practice Aids rollforward process commences. Complete the 4-page Rollforward Engagement form as you would normally when performing a rollforward in SMART Practice Aids. At the conclusion of the rollforward process, the current period SMART Practice Aids engagement opens. You can now complete work on the SMART Practice Aids engagement. In the Generate Planning Forms and Audit Program step, the forms that you generate are stored in the current period Engagement CS engagement.
   
   For additional information on the rollforward in SMART Practice Aids, refer to the Help menu within Smart Practice Aids.
8. Upon completion of the Roll Forward of the engagement in Engagement CS, the SMART Practice Aids documents with the roll forward setting of Replace from SMART Practice Aids will be listed in the engagement with temporary documents. The temporary documents will be replaced upon retrieval of your SMART Practice Aid documents.

Important Notes:

• You cannot import SMART Practice Aids documents when more than one staff member is in the engagement at a time; the current engagement is locked during the import process.

• To edit the PPC Smart Practice Aids in Engagement CS, you must have Checkpoint Tools installed with the appropriate Checkpoint Tools title(s) that you used in SMART Practice Aids.

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