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Workpaper Starter Files - Hidden Worksheets
Workpaper Starter Files - Hidden Worksheets

A starter file has many hidden sheets with different purposes as outlined below:  Hidden Worksheet Purpose Required in every...

Updated over a month ago

A starter file has many hidden sheets with different purposes as outlined below:

Hidden Worksheet

Purpose

Required in every starter file

HNSW_Properties

Contains information about the workbook as outlined below.

HNSW_Status

Contains a list of statuses used in the workpaper (i.e. Ready for Review, Completed, etc).


HNSW_StatusLog

Add-in populates the worksheet with status change information on individual worksheet templates. The add-in then uses the information to update the Index and workpaper template with the latest status change information.

HNSW_ItemsCount

Used in connection with the Workpaper Items functionality. See below for details on requirements template.

Required only when using the functionality

HNSW_Summary

Used in connection with summary Index/templates. For more information see the knowledge guide: Summary Page (Summary of Individual Identical Worksheets)


HNSW_Properties

WARNING: For advanced users only! Do not change on existing starters

Note: The properties tab needs to be reset to the defaults before uploading a starter to the website. This is done via selecting 'Reset as Starter' from the workpapers ribbon.

Column A contents

Column B contents

Named range

Workpaper Id

Blank on all starters filled in when workpaper is downloaded and Add-in used for first time.

Cell B1
'BF_WorkpaperID'

Product Number

Matches to the ExcelID on Smart Workpapers website (admin>products>excelid)

Cell B2
'BF_ProductNumber'

Local Template Location

Blank unless stored in a local location (e.g. Deloitte's custom workpapers or HNB Files).

Cell B3
'BF_LocalTemplateLocation'

Starter Version

Contains the starter version number in the format #.#.#.# (i.e. 2.0.0.0).

Cell B4
'BF_StarterVersion'

Document Type

Contains information on the document type (i.e. BF_Document, Connected_Workpaper, etc).

Cell B5
'BF_DocumentType'


HNSW_Status

Contains the following named ranges:

Named range

Location

StatusBlank

Indicates the initial status when inserting a template into the file.
Location: Range is a single cell which contains the first status description (i.e. Not Started) .

StatusDescriptions

Indicates all of the statuses available for selection. This is used as the source of a data validation list on the Index sheet.
Location: Range is a single column of data which contains all statuses - Do not include header row.

StatusDescriptionsOrder

Indicates the order of the status in the drop down menu on the Index/Worksheet.
Location: Range is two columns (Column one = Status Descriptions, Column two = Order, 0 is the beginning for the order) of all statuses - Do not include header row.


General Workpapers statuses:

Note: It is recommended to copy and paste this table into A1 of the workpaper and then set the above named ranges.

Status descriptions

Order

Not Started

0

Started

1

Client Query

2

Ready for Review

3

Rework Required

4

Rework Complete

5

Reviewed

6

Partner Approved

7

Complete

8


HNSW_StatusLog

This worksheet tracks all status changes of all the workpapers in the system. The add-in completes the data automatically based on the header rows in Row 1.

Row 1 should contain the following contents:

Location

Contents

A1

WorkpaperType

B1

UniqueRef

C1

Status

D1

UpdatedBy

E1

UpdatedTime

F1

Created

G1

Content

H1

LogType

Note: This workpaper should be empty when uploading a starter file.


HNSW_Items Count

This worksheet tracks all Workpaper Items and their status within the workpaper. The add-in completes the data automatically based on the Header Rows in Row 1.

Row 1 should contain the following contents:

Location

Contents

A1

SheetId

B1

Unresolved

C1

Resolved

D1

Total

Note: This workpaper should be empty when uploading a starter file.

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