Configure Document Prerequisites and Dependencies
Prerequisites
The following attributes are available:
Attribute | Description |
---|---|
Document Prerequisites |
Select a document or a combination of documents by selecting the role signoffs that must be met before the current document can be worked on in an engagement. |
Action |
Select actions to take if prerequisites are not met. |
Display a warning icon |
Displays a default warning message before the document launches and a notification warning icon |
Display alert message |
Displays custom text in addition to the default warning message. The User will not be prevented from editing the document |
Lock document |
Locks the document until the prerequisite conditions are met or the User enters the password by selecting the CaseView Tools menu and choosing Lock | Form Mode. |
Exceptions |
Select actions to take when the required documents do not exist in the engagement client file. |
Ignore missing documents |
Missing documents are ignored when the prerequisite conditions are evaluated. |
Notify user |
Message displays stating that there is a missing document that is set as a prerequisite. This message will pop up each time the document is opened until the user inserts the missing document through the Document Library from the master template. |
Note:
-
The default is set to two signoff roles. To change and define the Number of Roles, select the Working Papers Tools menu and choose Options | Roles.
-
The Apply Document Prerequisites option is selected by default in all documents. Care should be taken by the firm in removing this option.
Dependencies
The following attributes are available:
Attribute | Description |
---|---|
Select a Role to prevent sign off removal |
Ensure that this check box is selected in order to specify dependencies. |
Select a role | When this role is signed off on this document the dependent documents selected below will be signed off and the sign offs cannot be removed. |
Prevent sign off removal on | Selecting the documents in this list will make them dependent on the current document. These documents will be signed off with a sign off that cannot be removed when the specified role is signed off on the current document. |
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.