Creating a Work Programs
Procedures:
New Work Program
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On the Document Manager, click on the location (document or folder) where you would like to add the Work Program.
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Click the Work Program button on the Template toolbar to create a new Work Program.
Tip: See alternative methods to performing this step.
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Complete the Work Program Document Properties for the new work program and click OK.
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Customize the new work program and then save it. It will be assigned a document identifier and a position on the document manager automatically.
Work Program based on Master Document Library
- From the Working Papers menu, select Document| New. Select From Document Library and click OK
- In the Source box, select the desired source.
- Highlight the desired work programs and either click Add or drag and drop them onto the Document Manager.
Notes:
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If you cut and paste content from another document, the formatting will be corrected when you Save the document.
- Authors should ensure that they do not delete the master document NWPG - New work program from the master template, as this document is needed to create additional work programs.
- Copying a document from the Master Template Document Library does not override the engagement file’s loaded Profile.
Alternative Methods
Right-click on NWPG New Work Program in the New Master Documents folder and copy/paste file to create a new work program.
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.
