PPC S SMART PRACTICE AIDS PRODUCT SUPPORT

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PPC S SMART PRACTICE AIDS PRODUCT SUPPORT Recognizing the diverse needs of our customers, SMART Practice Aids offers a diverse set of product support offerings for help when you need it and where you

For questions about using PPC s SMART Practice Aids, contact Thomson Reuters Product Usage Department at 800.431.9025, option 3. Customer Help Center: http://support.checkpoint.thomsonreuters.

From the Help drop-down menu, you have the following options: SMART Practice Aids Help Access the Welcome screen and the SMART Help Table of Contents.

1 PPC S SMART PRACTICE AIDS PRODUCT SUPPORT Recognizing the diverse needs of our customers, SMART Practice Aids offers a diverse set of product support offerings for help when you need it and where you need it. If you have any questions about installing PPC s SMART Practice Aids, please contact Thomson Reuters Technical Support Department at , option 4. For questions about using PPC s SMART Practice Aids, contact Thomson Reuters Product Usage Department at , option 3. Customer Help Center: PPC S SMART PRACTICE AIDS HELP To see the Help options, click the Help menu. From the Help drop-down menu, you have the following options: SMART Practice Aids Help Access the Welcome screen and the SMART Help Table of Contents. Quick Tour This application walks you through key SMART Practice Aids features and functionality in the Risk Assessment, Disclosure and Internal Control modules. Show Me Demos This option gives access to short demonstrations for various SMART Practice Aids functions. Documentation Access a variety of documentation tools, such as user guides, quick reference cards and frequently asked questions. Support on the Web Access the online Customer Help Center for PPC products. Frequently Asked Questions View common questions in several categories that will help you be successful in using SMART Practice Aids. Reset All Tips Reset all tips to display in every SMART Practice Aids module. About See the version numbers of the individual SMART Practice Aids modules you have 2017 Thomson Reuters/Tax & Accounting. All Rights Reserved. T

SMART PRACTICE AIDS HELP Select SMART Practice Aids Help to display

the right pane: Search Help: To conduct a search on the Help

for an item you want to search for, and then click Search.

2 SMART PRACTICE AIDS HELP Select SMART Practice Aids Help to display the SMART Table of Contents in the left pane and opened topics in the right pane: Search Help: To conduct a search on the Help database, click the Search tab in the left panel, type a keyword for an item you want to search for, and then click Search. Click any of the related topics that are displayed to view the topic in the right pane. 2

Click Get Learning to see many of the key features and functionality of the various SMART

3 QUICK TOUR Select Quick Tour from the Help menu. This will take you to Tax & Accounting Product Training website. Click Get Learning to see many of the key features and functionality of the various SMART Practice Aids modules. SHOW ME DEMOS Select Show Me Demos from Help menu to access SMART Show Me Demos in a new browser window. Select a Demo from the left panel and click View Demo. 3

4 DOCUMENTATION Select Documentation to access SMART Best Practices and other Hot Topics: This support page includes links to documentation (quick reference cards, user guides, etc.) FAQs, installation instructions, system requirements, and many other helpful support materials. Note: You can also access this support site from sonreuters.com/ppcsmartprac ticeaids SUPPORT ON THE WEB Select Support on the Web to access the Customer Help Center, where you will find news and updates about PPC s SMART products, plus links to documentation, FAQs and other helpful information. Select What s New under Documentation to see the most recent enhancements to PPC s SMART Practice Aids. 4

WHAT S NEW The What s New document offers news about the latest enhancements to SMART Practice Aids, in general, plus announcements of new modules or changes to existing SMART modules.

5 WHAT S NEW The What s New document offers news about the latest enhancements to SMART Practice Aids, in general, plus announcements of new modules or changes to existing SMART modules. Click the Attachment to download and view the What s New pdf document. FREQUENTLY ASKED QUESTIONS Select Frequently Asked Questions from Help menu for questions and answers about SMART Practice Aids. This will take you to the Customer Help Center with all related FAQs displayed on the screen. Click any of the FAQs below Search Results to find the answers. Note: You can also search FAQs by keying in appropriate keyword below Search and Filter Articles in the left panel. 5

RESET ALL TIPS Throughout SMART Practice Aids, you will see several tips with helpful information specific to the section you're working in. You can also specify which modules will display tips.

6 RESET ALL TIPS Throughout SMART Practice Aids, you will see several tips with helpful information specific to the section you're working in. You can also specify which modules will display tips. Whenever you want to re-enable the tips for all sections, click Reset All Tips from the Help menu. ABOUT See the copyright statement for PPC s SMART Practice Aids and find out which versions of the modules you currently have installed. 6

CONTEXTUAL HELP In addition to the regular Help system, throughout SMART Practice Aids you will find context-sensitive help at the relevant moment of need.

information about your selection, such as a definition or how and why the information is used to complete a task.

7 CONTEXTUAL HELP In addition to the regular Help system, throughout SMART Practice Aids you will find context-sensitive help at the relevant moment of need. For example, to help you decide which fields to complete or which radio buttons to select, you can click the blue link next to the field or radio button, and a pop-up will display relevant information about your selection, such as a definition or how and why the information is used to complete a task. In the example below, when you click Benchmark, the following explanation opens: This is a preview tool, and in the following example, when you click the icon to the right of the Planning Materiality field, you will see the planning materiality amount and the formula used to compute that amount: To see a preview of an item, click the icon next to it. 7

Whenever you re not sure of the next course of action, you often have a Help me decide, which provides

8 DIALOGUE BOXES AND HELP ME DECIDE Throughout SMART Practices Aids, dialog boxes help guide you through the processes. Whenever you re not sure of the next course of action, you often have a Help me decide, which provides additional instructions, plus questions and answers that help you make decisions about a task. In this example, make a selection, click Next, and the first step in the process opens for you: 8

LEARNING CENTER Click this link http://support.checkpoint.thomsonreuters.

9 LEARNING CENTER Click this link to access the Learning Center: In the Learning Center, you can search for trainings by Learning Path, by Delivery Method and by Product. Under Training by Learning Path, you will find links to all recommended courses for PPC s SMART Practice Aids and Checkpoint Tools. 9

Under Training by Delivery Method, you can access Web-based (self-study) courses, Recorded Webinars, Live Webinars, Regional Seminars and Product Demonstrations (Lunch and Learn).

10 Under Training by Delivery Method, you can access Web-based (self-study) courses, Recorded Webinars, Live Webinars, Regional Seminars and Product Demonstrations (Lunch and Learn). For example, select Live Webinars and click All. The Product Training page for Live Webinar opens. Scroll down to view all Live Webinars currently being offered for PPC s SMART Practice Aids: To enroll in a class, click View Schedule to see available class dates. 10

elearning To see which SMART Practice Aids elearning courses are available, return to the Learning Center: http://support.checkpoint.thomsonreuters.

11 elearning To see which SMART Practice Aids elearning courses are available, return to the Learning Center: Under Training by Delivery Method, select Web-based e-learning (self-study) and click All. The Product Training page for Web-based e-learning (self-study) opens. Scroll down to view all e-learning videos for PPC s SMART Practice Aids: Click Get Learning to launch the required e-learning session in a new window. See the following page, for example. 11

Field Work and Engagement CS course: Click a Lesson link to start learning.

12 Launching an e-learning course opens the course outline in a new browser window. The following elearning screen is from the Integrating PPC s SMART Practice Aids Field Work and Engagement CS course: Click a Lesson link to start learning. The below screen is from Lesson 2: Linking SMART Practice Aids and Engagement CS Client Files: 12

search options: Enable appropriate checkboxes, enter a keyword and click

13 SEARCH FOR TRAINING Selecting Search for Training in the Learning Center opens the Training Search page, which provides several different training search options: Enable appropriate checkboxes, enter a keyword and click Search. All relevant courses will be displayed in the Search Results page. 13

Creating an engagement from a PPC Title creates a blank engagement based on the PPC title you select.

Creating an engagement from a PPC Title creates a blank engagement based on the PPC title you select. Welcome Increase efficiency using automated, industry-tailored checklists and forms for the engagement planning and performance of your compilation and review engagements: Create a Client Engagement PPC