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Procedure Guidance

Similar to Document Guidance, the content or firm author can provide procedure level guidance in the Procedures area. The guidance displays below each procedure or sub procedure and will never print. You can also include annotations and hyperlinks from the CaseView Insert menu. By default, the template displays all procedure guidance; however, you can elect to hide some or all guidance.


  • If a firm author adds guidance to procedures that are not owned by the firm, the ownership of the procedure changes to the firm. This process creates a new procedure based on the original procedure, and the original procedure will be set to be unavailable.

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