Filtering Procedures

You can filter procedures in work programs and checklists to make it easier for the reviewer to review the file. These include filtering procedures based on:

  • Whether the procedure is completed
  • Whether the procedure has been signed - off
  • their groupings

To filter procedures,

  1. At the top left of any work program and checklists, click the Filter Procedures ( ) button.

  2. In the Filter Procedures dialog, select the applicable filter parameters.

  3. Click OK.



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