Using Interactive Checklists

The Financial Reporting Interactive Checklists tool provides a process to help you work through complex compliance procedures.  

To access an Interactive Checklist:

1. On the Tools screen, click Interactive Checklists on the left navigation bar.
2. Click the + symbol next to one of the sources listed on the Interactive Checklists screen to view a list of its checklists.
   
   If a list of sub-sources appears, click the + symbol next to one of the sub-sources to view a list of its checklists.
   

3. Select the checklist you want to use. The checklist opens in a Checkpoint | Interactive Document Popup window.

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The Interactive Checklist interface is divided into two panes:

The Checklist Interview Outline pane (left side) contains an outline view of the checklist template. You can use the outline to navigate to a different checklist section by clicking any of the displayed titles.

The Checklist Interview pane (right side) contains the interview questions and additional content. Answer the guided questions to progress through the interview. Some other features to note:

• A selected answer can be removed by clicking on the gray x that appears to the right of answered questions.
• Below certain interview questions, there may be Help buttons (Notes, Tips, Cautions, etc.) that contain important relevant guidance. When these buttons are clicked, the additional guidance will display below the interview question and answer fields. In certain circumstances, you will be presented the option to include this guidance in the assembled checklist.
• Use the navigation toolbar at the bottom of the interview pane to move forwards and backwards through the checklist interview.
• Click Finish to view the collected interview answers and generate an assembled checklist containing the interview results.

• A series of three asterisks displays in any unanswered Checklist fields when exporting and/or printing. Customers can print a "blank" Checklist without these asterisks by exporting to RTF, then performing a search and replace of the asterisks through MS Word.

The toolbar at the top of the Interactive Checklist interface provides access to a number of features:

Icon	Feature
	Toggle the Checklist Interview Outline (left pane) open and closed.
	Save the Interactive Checklist answers to a folder.
	Import answers from a previously saved Checklist in a folder to fill unanswered question fields.
	Print the Checklist from your PDF Reader.
	Export the Checklist to RTF or PDF.
	Preview the completed or in-progress Checklist.
	Open the online help system.

Saving a Checklist

You can save a completed or in-progress Interactive Checklist interview to your Checkpoint Folders by clicking the icon in the toolbar or by selecting Finish after finishing the interview process.

1. In the Save Interactive Checklist dialog, select a folder to save to.
2. Enter a name for the checklist you want to save. By default, it will use the Checkpoint title of checklist template.
3. Enter any notes (optional).
4. Click Save.

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