• Authoring Work Programs and Checklists
  • About Authoring Work Programs and Checklists
  • Creating New Work Programs
  • Work Program Columns
  • Work Program Document Properties
  • Creating New Checklists
  • Checklist Columns
  • Checklist Document Properties
  • Importing procedures from a work program or checklist
  • Authoring New Procedures
  • Adding New Sub Procedures to Authored Procedures
  • Adding Procedures to a Grouping or Sub Grouping
  • Allocating Procedures to Groups
  • About Procedure Availability
  • Selecting Procedures to Make Available
  • Detailed Audit Response
  • Selecting Audit Responses to Make Available
  • Tags
  • Adding Tags to Procedures
  • Authoritative References
  • Adding Authoritative References
  • Procedure Guidance
  • Adding Guidance to a Procedure
  • Conclusions Area
  • Conditional Conclusions
  • About Conditional Conclusions
  • Objectives
  • Financial Statement Assertions
  • Lock User Procedure Customizations
  • Locking user procedure customizations
  • Locking Author Mode

Conclusion Area

The Conclusion area provides an area to document conclusions and, where applicable, sign off the document. The conclusion area will always display in work program documents, but is optional in checklist documents.

Firm authors can allow engagement teams to sign off incomplete work programs and checklists by setting the Sign off an incomplete document option in the AO - General options document. If this setting is disabled, the work program conclusion area cannot be signed off until all procedure steps are completed.

The Conclusion title for this area is defined globally in the AO - General options for work programs. For checklists, it is defined in individual checklist document properties from Properties in the Document menu.

To make changes to the conclusion text, select Edit Conclusion when you right click in the Conclusion area or by selecting the button.

You can insert your own custom conclusion with a version to control whether it should trigger an update in the engagement file. To do this,

1. From the Areas menu, select Insert Document Guidance.

Note: If the conclusion was created by a different author, you will obtain the following error:



Click Yes to proceed.

2. New! Change the first digit to propagate the update to the engagement file or change the second digit to save it to the master template only.

   

3. Enter the new guidance text in the green input box.
4. Save and close the document.

 

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.