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Creating Work Programs

In certain engagements, customized work programs may be necessary.

  1. On the Document Manager, click on the location (document or folder) where you would like to add the Work Program.

  2. Click the Work Program button on the Template toolbar to create a new Work Program.

  3. Complete the document properties for the new work program and click OK.

  4. Customize the new work program and then save it. It will be assigned a document identifier and a position on the document manager automatically.

  1. From the Working Papers menu, select Document |From Document Library.
  2. In the Source box, select the desired source, specifically the master template.
  3. Highlight the desired work programs and either click Add or drag and drop them onto the Document Manager.

For more information on the Document Library, see the Working Papers help topic Document Library.


  • If you cut and paste content from another document, the formatting will be corrected when you Save the document.  

  • Copying a document from the Master Template Document Library does not override the engagement file’s loaded Profile.

For additional help, see the Audit QuickVid – Creating New Work Programs and Checklists.


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