• 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 Tags to Procedures

If procedure tagging has been enabled in the Optimiser, you can add tags to procedures and sub procedures in your work program.

Procedure

1. Open the work program that you want to add procedure tags to.

2. Position your cursor on a procedure or sub procedure that you want to tag.

3. Right-click and select Tag Procedures. The Tags dialog appears, and the procedure or sub procedure that you are tagging is highlighted in red.

4. In the Tags dialog, to add an existing tag to the procedure or sub procedure, in the Unassigned pane, click the + icon in an existing tag.

5. To add a new tag for a procedure or sub procedure, click in the New pane and type the new tag. Click + to add the tag.

6. Repeat steps 4 and 5 to add additional tags for a procedure or sub procedure. To delete a tag, in the Assigned to Item pane, click X in the tag to be deleted.

7. Click Previous to assign tags to the previous procedure or sub procedure, or click Next to assign tags to the next procedure or sub procedure.

8. Close the Tags dialog when you have finished adding tags to procedures.

Result

Tags have been added to procedures. If the tags are not visible, ensure that the Display Procedure Tags is selected from the Options menu.

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