-- User Help --
-- How Do I? --

Specifying procedure allocation options

  • Firm Author has enabled procedure allocation.
  • You are granted assigner permission when the client file was created.
  1. Open the AO - General options document.

  2. From the Year-end close (staff allocation) drop-down, select either Retain (retain staff allocation and permissions after year-end close) or Clear (remove all staff allocation and permissions).

  3. From the Procedure allocation drop-down, select who can complete unallocated work program and checklist procedures. You can select either Anyone or No one.

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