• 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

Adding Procedures to a Grouping or Sub Grouping

Procedure

1. From the Document Manager, open the work program or checklist that has the procedure you would like to add to a group.
2. Right-click on the procedure and set procedure to Modifiable. You may get a warning that you will need to change ownership if the procedure was not written by you.
3. Right-click the procedure again and select Procedure Properties. A properties dialogue opens.

   

4. Click to select an existing grouping or sub grouping.
5. Click to add a new grouping or sub grouping.
6. Click Manage to edit existing groupings or sub groupings.
7. Click OK to save.

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