• Management Letter Points
  • Management Letter Report
  • Adding a reportable item
  • Importing Reportable Items
  • New Reportable Item

Importing Reportable Items

You can import reportable items from CaseWare® RiskSpace or from another client file.

Importing Reportable items from CaseWare RiskSpace

1. Open any work program, checklist, or document that contains the New Reportable Items drop-down.

2. From the New Reportable Items drop-down, select CaseWare® RiskSpace. The CaseWare® RiskSpace Reportable Items dialog appears, in which you can select controls to import.

3. Select the check box next to a folder to import all of the controls that it contains.

4. To import individual Reportable Items from a folder, expand the folder and select the check box next to the control to be imported.

5. When you have finished selecting reportable items to import, click OK.

6. The New Reportable Items dialog appears, enabling you to edit the reportable items that you have imported. To edit a specific reportable items, select it from the drop-down list at the bottom of the dialog. You can also click or to move to the previous or next reportable items to be edited.

7. Click OK to import into your client file.

Importing Reportable Items from another file

1. Open any work program, checklist, or document that contains the New Reportable Items drop-down.

2. From the New Reportable Items drop-down, select Import Reportable Items.

3. In the Import Source area, click Browse.

4. Use the file locator window to select the file that you want to import controls from. Click Open. The Import Reportable Items dialog now lists all of the reportable items in the file that you have opened, organized by business cycle. Reportable Items that already exist in your new client file are displayed in gray and in italics.

5. Select the check box next to a business cycle folder to import all Reportable Items for that business cycle, or select the check box to import it. You can import as many reportable items as you like. If a reportable item already exists, it cannot be re-imported.

6. Click OK.

7. The New Reportable dialog appears, enabling you to edit the reportable items that you have imported (or any control that you have identified). To edit a specific reportable item , select it from the drop-down list at the bottom of the dialog.

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