• 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

Checklist Columns

The columns found in the checklists are as follows:

Column	Description
Procedure	A procedure has three possible levels. The numbering structure of these levels is predefined and cannot be modified. The author can type text into the procedure or cut and paste text from another program. Procedures can be edited using the CaseView toolbar to bold, italicize or underline specific areas of the text. If a procedure has been defined for specific industries, a icon appears at the left of this column. Hover over this icon to display the industry and industry code for this procedure.
Ref	References may be added by right clicking the procedure and selecting Insert New Reference.
Name	The name that appears in the content library index. This name identifies the procedure to the user.
Ver	The version number of the procedure. This is used by the author to identify when changes are made to the content. If the version number is changed, when the user checks for updates to the content, the user will be advised that the content is out of date. The author must ensure that the version number is changed if the content of the procedure has been edited.
Modified Date	The date that the content was last modified.

If procedure tags have been added to the checklist and have been made visible, and tags have been added to a procedure or sub procedure, a Tag indicator appears to the right of the Modified Date column. Hover over this indicator to display a tooltip that lists the tags that have been added to the procedure or sub procedure.

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