• 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

Locking Author Mode

Locking the author mode prevents certain accidental or unauthorized modifications in the firm and user's copy of the master template file and content libraries. This is a global setting that locks the AO - General options document and limits functionality in all work program and checklist documents. Engagement teams are still able to customize work program and checklist documents in the engagement client files that they create.

Procedure

1. Open any work program or checklist document.

2. From the Document menu, select Lock Author Mode.

3. Type in a Password, then retype the password to Confirm.

4. Click OK to confirm that Author Mode is successfully locked.

Result

Author mode is now locked and the toolbar and certain functions are now disabled.

Note: To unlock author mode, Click , type the password and click OK.

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