• Work Programs
  • Procedures menu
  • Options menu
  • Work Program Columns
  • Copying Work Programs
  • Creating New Work Programs
  • Comparison dialog
  • Import Procedure Dialog
  • Audit Procedures Columns
  • Adding new procedures
  • Adding new sub procedures
  • Adding procedures from the content library
  • Importing procedures
  • Editing existing procedures
  • Assigning procedures
  • Deleting procedures and sub procedures
  • Reviewing deleted procedures
  • Associating a risk to a procedure
  • Reallocating assigned procedures
  • Marking a procedure as sensitive
  • Sorting procedures and sub procedures
  • Documenting work program procedure results
  • Inserting the detailed audit response
  • Adding an identified risk
  • Creating and Deleting Documents and Folders
  • Updating the Engagement File
  • Check for Updates
  • Checking for Updates within a Work Program or Checklist
  • Check for Update Summary
  • Check for Updates Procedure Columns
  • Highlighting procedures
  • Procedure Guidance
  • Checking for updated document guidance or conclusions
  • Procedure Highlighting
  • Removing highlights from procedures
  • Adding references to work program procedures
  • Deleting references from work program procedures
  • Locking customizations to work programs
  • Saving as PDF

Editing existing procedures

Procedures can be edited in the work program or checklist if user customization has not been locked. Procedure text can be modified and procedures can be sorted to suit your clients’ needs. Page breaks can also be added for printing purposes.

To edit existing procedures:

1. Place your cursor on the procedure or sub procedure to be modified.
2. Right-click and select Modifiable.
3. Type the required changes to the text. You can use the CaseView Style Bar to bold, italicize or underline any text added.

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