• 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

Importing procedures from a work program or checklist

Note: You can only select one document during the import process. If you wish to import from multiple sources, importing must be done one document at a time.

Procedure

1. In the menu bar, click Author and select Import Procedures. The Import Procedures dialog will open with the current client file as the Import Source.
2. If the work program or checklist that you wish to copy is in another client file, click Browse to change the import source. Select the client file (.ac) from which you want to copy.
3. The Import Source Document Manager below will show the document manager of the source you have selected. Refresh the list, if necessary, by clicking Refresh.
4. Select the document source from which to import the procedures and click OK.
5. The Import Procedures dialog will open with the list of procedures that can be imported. Select the check box beside each procedure you wish to import.
6. Click OK.

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