Providing Instructions for an Audit Form

To access Instructions:

1. Click on the audit form that you want to provide instructions for. The Setup Options window opens.
2. Select INSTRUCTIONS.

You may provide auditors with instructions for conducting this audit.

The Instructions window contains the following fields and controls:

• RETURN button - returns you to the previous window.
• SAVE button - allows you to save the contents of the text box.
• PREVIEW button - opens the instructions in a separate window. Previewing also saves the file.
• LOAD button - allows you to load an existing HTML file from your computer.
• Text area - allows you to enter the instruction text directly.

  While you may directly enter the contents of the Instructions file into the text box with no additional formatting, it is strongly recommended that you include HTML formatting.

  If you're not familiar with HTML formatting, you can create an Instructions file in an application such as Microsoft Office FrontPage®, and then load the file into this field.* For your convenience, some general HTML formatting tips are provided for users without access to an HTML generator, or who just want to provide minimal formatting. A list of all supported tags is also included.

Once you've saved the instructions file, either by clicking the SAVE button or by previewing the file, click the RETURN button to return to the audit form's setup options screen.

*Please note that using Microsoft Word to create HTML formatting may be problematic, as it may include additional formatting that results in an excessively large file.