• Checklists
  • About Checklists
  • Creating New Checklists
  • Copying Checklists
  • Checklist Columns
  • Procedures
  • Creating a New Procedure
  • Inserting Procedures from Content Library
  • Completing a Procedure
  • Deleting procedures and sub procedures
  • Reviewing deleted procedures
  • Comparing or replacing a modified procedure
  • Assigning procedures
  • Displaying assigned procedures
  • Marking a procedure as sensitive
  • Adding References to Checklist Procedures
  • Comparison dialog
  • Importing and Highlighting External Data
  • Showing or Hiding Guidance
  • Results and Sign Offs
  • Editing and Signing off in the Conclusion Area
  • Inserting the risk report
  • Lock User Procedure Customization
  • Locking user procedure customizations

Deleting procedures and sub procedures

To delete procedures and sub procedures:

1. Place your cursor on the procedure or sub procedure to be deleted.

2. Right-click and select Delete Procedure or Delete Sub Procedure. You can also use the Procedures menu at the top of the document.

If an author has set the procedure to be required for all engagements or if a Risk has been linked to the procedure, you will not be able to delete the procedure. You also will not be able to delete the procedure if all of the following are true:

• Procedure allocation has been implemented for the client file

• The procedure has not been assigned to you.

• You do not have Assigner permissions.

Note: Procedures that have been deleted can be reviewed if cleanup has not been performed on the client file

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