CCH Audit Automation
Tailoring Questions
This document outlines the process for managing Tailoring Questions within the CCH Audit Automation system. Users can access up to 99 areas, each containing up to 99 questions, which are answered with "Yes" or "No." These responses help customize the audit program and working papers. The interface allows users to navigate through questions easily, with default answers set to "No." Additional guidance on how to use the feature is available via a dedicated button. After completion, users return to the Planning options dialog.
CCH Audit Automation
Editing Tailoring Questions
The document outlines the CCH Audit Automation system's features for managing up to 9,801 client-specific questions, organized into 99 areas. Users can tailor audit packs by adding, editing, or deleting record areas and questions based on a Yes/No format. Instructions detail how to edit questions, add new areas, and manage existing ones. Each area and question is uniquely numbered, and modifications are facilitated through designated dialog boxes. Importantly, deleting a record area does not remove associated questions, which require a separate deletion process.