How do I create Knowledge of Entity work paper for my engagement?

Key Functions 

• Ability to view layout and provided responses and additional details 
• Ability to add Review notes, cross reference, files, Tickmark icons for every bullet point of a step 
• Ability to add more procedures to the checklist and conclusion section for reviews and signoffs 

Ability to view layout and provided responses and additional details 

1. You will have to select a digitalized working paper template from the Template library during engagement creation. User has the ability to select knowledge of the entity.
2. Once the digitalized working paper template is selected inside engagement, you should be able to perform additional action on each template screen in compilation process. 
3. Every working paper template selected during creation should be visible in the second navigation menu within the Planning section. 
4. The screen should load this working paper displaying all its steps in a row and column format. There will be objective mentioned below the title. 

1. The grid will display all step from the knowledge of Entity template. The column header will be Blank for left most/first column. The other columns will be Documented by team and Done by/date in same order from left to right. This column header will be frozen and should be visible on screen all the time despite scrolling on page. 

1. First Column: First column will have the step detail from the template. 
2. Documented by Team Column will have a text area to enter free text for every bullet point in the step. 
3. From second bullet point (within a step) onward, there will also be a checkbox with Label “Same as Above”, which on checking should copy the text data from the previous bullet point into the current/selected one. 
4. Done by/date Column:  Auto populated with name of user who made changes and date changed were made to Documented by Team column 

Ability to add Review notes, cross reference, files, Tickmark icons for every bullet point of a step 

1. There will also be Review notes, cross reference, files, Tickmark icons for every bullet point of a step, if the bullet points have any added. There will also be fixed + icon which on clicking will display 4 options as Add Review notes, Add Cross references, Add Files and Add Tickmarks. 

Ability to add more procedures to the checklist and conclusion section for reviews and signoffs 

1. At the end of last step, an option to add more procedure should be available followed by conclusion and Mark as prepared button. 
2. When you click on Add more procedure, A blank step should be displayed. The step will have headers, sub headers/sub items along with save icon and x icon to the right. When you click save, the step will get saved to the working paper and clicking on x will discard the step. You will only be able to add content on the first column. You should be able to edit or delete procedures added within the engagement. 
3. Conclusion section will have content with checkboxes. Both checkboxes need to be checked prior to clicking on Mark as Prepared.
4. The Mark as Prepared button will be frozen and be displayed despite of scrolling. Once clicked the Mark as Prepared button will change to Mark as Reviewed. Once clicked the Mark as Reviewed will change to Mark as Manager Reviewed and once Manager reviewed is clicked it will change to Mark as Complete. Once Partner clicks on Mark as complete the label will change to Complete and will no longer be clickable. After being marked as Complete the screen will no longer be editable.