Assist Pro+ / Templates and Present

Sampling Templates

Provides templates for recording and documenting sample selections.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → WP Suite → Sampling Templates

Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Choose WP Suite > Sampling Templates, insert a suitable template and document the population, method, coverage and selected items. Check the result before saving changes.

Best use case

Starting audit sample schedules using established template designs.

Accounting and audit

Reuses standard workpaper formats and audit documentation by helping provide templates for recording and documenting sample selections.