Adding Engagement Knowledge Coach Forms to an Engagement

By default, all engagements include certain foundation forms Forms that must be in your engagement to use other Knowledge Coach functionality. Foundation forms allow information and logic to flow between forms, drive the direction of the audit, and help determine the required areas for your audit. They are added by default to all new engagements.. As you work in an engagement, diagnostics and other guidance in Engagement Knowledge Coach might suggest that you need additional forms for the engagement. You can Add KC Forms from either the engagement view or another forms page.

To Add KC Forms to an engagement, do the following:

1. On either the engagement view or on another form page, click Add KC Forms.
2. Do either of the following as needed to locate the forms to add:
   • Enter the index number for the form or key terms that might appear in the form names or form descriptions in the Search box. All title names include the title year and industry name.
   • Select an option from the Industry Title Selection list to see titles in that category. You will not see the base title in the Industry List since forms are not inserted from the base title.
3. Click a category folder to display the forms contained in it.
4. Select the check boxes for the forms you want to add. The form tags for selected forms shows at the bottom of the window.

   Tip: To view a description of a form, hover the mouse pointer over the form name or form tag.

5. Select Finish OR select Add Form Index if you want to add indexes to the selected forms.

6. The selected forms will be added to the Unfiled Knowledge Coach Forms folder and can be moved to a custom folder at any time.

Notes:

• When you create an engagement or if you delete all forms in an engagement and then try to reinsert forms, the foundation forms are selected automatically and cannot be deselected. For more information, see About Foundation Forms.
• Some forms require an association to be made between the form and information that has been provided in other forms. For example, if you try to insert AUD-800 Audit Program - (Custom), the form is not available to insert until you answer the associated questions in the associated forms Forms that are required to be paired with other forms to ensure information flows properly between forms. and you click Submit All KC Changes. See Adding Associated Forms for more detail.

Tip: If you need to insert more than one copy of an AUD-800 series audit program, do the following

1. Create a custom audit area in AUD-100.
2. Select the custom audit area you want to use to populate the program. The audit objectives, tailoring questions, and Program Step Library populate to create a second blank version of the audit program for that audit area once the form is added.
3. Select the custom audit area in the question in AUD-100.
4. Click Submit All KC Changes.
5. Click Add KC Forms and insert the custom audit program.

You can add multiple custom audit programs at one time if you have created multiple custom audit areas.