Control Matrix - Menus
Item | Description |
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Generate | Generate a control matrix based on the selected filters. |
Save View | Saves a customized view. See Creating a Customized View for more information. |
Delete View | Deletes a customized view. |
New Risk | Open the New Risk dialog to document risks identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new risks. |
New Control | Open the New Control dialog to document controls identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new controls. |
Edit Control | Edit an existing control. Cursor must be on the control procedure that you want to edit to use this menu |
Delete Control | Delete an existing control. Cursor must be on the control procedure that you want to delete to use this menu. |
New Reportable Item | Open the New Reportable Item dialog to add a new identified reportable item. This menu item is available only if the firm author has enabled the creation of new reportable items. |
Apply Document Prerequisites | If selected, will implement the document prerequisites specified by the firm. This option is selected by default. |
Item | Description |
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Vertical / Horizontal Presentation | Select which direction to display the risk factors in the control matrix. |
Content Library Path | Define the path where the content library is located. |
Display Completion Details | Display completion details at the top of the document. Note that this will not turn off the completion details from printing. |
Display Document Guidance | Display detailed instructions provided by the author that describe how to complete the document. |
Display Interactive Guidance | Display instructions that indicate the next step to take when working with this document. These instructions appear at the top of the document in a status bar located just below the function buttons. This menu item is enabled only if instructions exist for the current document status. |
Print Firm Name in Footer | Prints the firm name in the footer, as defined in the firm settings, if the firm author has specified that the firm name is to be displayed. See Firm Information. |
Print Firm Logo in Footer | Prints the firm logo in the footer, as defined in the firm settings, if the firm author has specified that the firm logo is to be displayed. See Firm Information. |
Print Current Date/Time in Footer | Print the current date and time in the footer of each page of the document. The date and time format are as set in your Windows regional settings. |
Print Client Path in Footer | Print the client path in the footer of each page of the document. |
Reset Column Width | Reset column widths to default settings. |
Highlight External Cells | Highlight all externally linked cells in the document in red. For the firm author, a report is opened in your web browser that displays each externally linked cell, along with the group, form, and ID of the CaseView database entry to which the cell is linked. This enables the firm author to easily track values that are written to the database and retained on an update or year-end close. |
Import External Data | Imports external data from another file. A browse window will appear to select an applicable .ac file. Notes:
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Reapply Styles | Change the document fonts to the character set in use on your computer. This makes it possible to type information in both English and one other language that uses non-Western characters. |
This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.