• 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

Creating Checklists

Blank checklists can be added by the author by copying the master checklist. Authors may enter the procedure text by copying/pasting from another document or manually entering the content.

Procedure

1. On the Document Manager, click on the location (document or folder) where you would like to add the Checklist.

2. Click the Work Program button on the Template toolbar to create a new Checklist.

   

3. Complete the Document Properties for the new checklist and click OK.

4. Customize the new checklist and then save it. It will be assigned a document identifier and a position on the document manager automatically.

For additional help, see the Audit QuickVid – Creating New Work Programs and Checklists.

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