CCH Audit Automation
Review and Print Planning Section
This document outlines the procedures for using the Review/Print option in the Planning menu. It details how to access the Review planning dialog, track areas reviewed with persistent ticks, and manage checklists. Additionally, it explains the printing process for standard planning documents and offers customization options for reports. Users can choose to display reports on screen or print them, and it provides steps for selecting or deselecting reports for printing. Overall, it serves as a guide for managers and partners in conducting planning reviews and generating necessary documents.