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Work Flow Panel

Note: This feature is not available in all products.

When your engagement client file based on Audit is initially opened, the Work Flow Panel is your first view, provided your firm has elected to use it.


The Work Flow Panel provides you with a process to navigate through the phases and steps of an audit engagement. The Work Flow Panel can be customized or you can elect not to use it and access all the documents through the traditional Document Manager using the Documents button on the navigation toolbar.

The provided Work Flow Panel is made up of the Workflow tab broken down into three parts or widgets: Planning and Risk Assessment, Risk Response, and Completing and Reporting.

Within each of the three areas are boxes that represent steps in an audit engagement. Click on each box to bring up a dialog showing the documents needed to complete that step. Where there is only one document for that step, the document itself will launch.

As documents are signed off as completed, the boxes change color and display an icon providing at a glance the progression status of the engagement.

While the Work Flow Panel is a useful tool to go through the Audit engagement, at times you will require access to the Document Manager to customize the engagement file to the client.

Exit the Work Flow view and access all the documents via the Document Manager through the Documents button on the navigation toolbar. The Document Manager lists all the documents the template contains in a tree format.

To return to the Work Flow Panel, select or type cw:DigitalDashboard.html in the Working Papers Browser menu pulldown.

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