Clive McKegg
posted this on July 09, 2010 04:00 pm
In order to more efficiently create and update custom work-papers, we have added a feature which compares two work-papers and allows you to bring in steps (including sub-pages).
This can be from one of our masters (say we update a page and you wish to add a step or new sub-page we've created to your custom page); or from a different AA master page to create a hybrid page which includes a combination of work items and sub-pages.
Now if you open one of your custom master pages you will see the following:

Selecting 'Import New Items' show existing items on the page plus a preview of the other items which are available. For example:

To bring the item in to the current page, select save. To leave the item out, cancel. If the item has an attached sub-page, this will also be brought over, and may be opened and customised as normal. Once the item is imported it may be edited and moved as normal.
The 'Import New Items' notification only appears on pages which have the same name or source, but items from other pages may be combined using the same technique.
To import from an unrelated AA master page first go to that page and look in the address bar to find its page ID, for example:http://demo.auditassistant.com/job_types/1/masters/61 - the master page ID is 61.
Then go to the custom master page you wish to import into, and in the address bar add '?compare=61' as follows: http://demo.auditassistant.com/job_types/90/masters/705?compare=61
'Import New items' will then include all the new items from the new page and may be imported into your custom work-paper template as above.