• Checklists
  • Locking
  • Columns
  • Comparison dialog
  • Adding a checklist
  • Assigning Procedures
  • Copying Checklists
  • Creating New Checklists
  • Deleting procedures and sub procedures
  • Importing and Highlighting External Data
  • Locking user procedure customizations
  • Marking a procedure as sensitive
  • Reviewing Deleted Procedures
  • Completing Checklists
  • Procedures
  • Results and Sign Offs
  • References
  • Comparing or replacing a modified procedure
  • Completing a Procedure - Checklists
  • Deleting references from checklist procedures
  • Displaying assigned procedures
  • Editing and Signing off in the Conclusion Area
  • Inserting the mini-risk report
  • Showing or Hiding Guidance

Creating New Checklists

In certain engagements, customized checklists may be necessary.

Blank checklists can be added to an engagement by copying the master checklist. Users may enter the procedure text by copying/pasting from another document or manually entering the content.

To create a new checklist in an engagement file:

1. Return to the Document Manager.

2. Click the on the toolbar.

3. Complete the for the new checklist and click OK.

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

Note:

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

• You can also right-click on NWPG New Checklist in the New Master Documents folder and copy/paste the file to create a new checklist.

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.