Learn how to use DataSnipper to perform a Checklist Test of Control using various Snips
Here you can download the workbook shown in the video including all of the sample data and documents.
Here you can download a blank version of the workbook shown in the video to use or customize for your own procedures.
- Grant Agreement
- Final Report
- Start by importing you Grant Agreement and Final Project Report into DataSnipper.
- Use the Smart Search functionality to find the initial details and Text Snip to extract that data into the worksheet.
- Next, use Validation and Exception Snips to verify information across your files for each attribute of this Checklist Control.
- Use Smart Search to quickly find keywords and hold down the CTRL key to add several connected Snips to the same cell.
- Review you test of control and ensure all misalignment are flagged for the reviewer.