• 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

Locking user procedure customizations

To lock customizations made to checklist documents:

1. From the Document Manager, open the checklist you wish to edit.

2. From the template Document menu, select Lock User Procedure Customizations. Alternatively, click on the unlocked icon to the left of the document name.

3. Click the radio button to select the type of locking required.

4. Type a Password, then retype the password to Confirm it.

5. Click OK.

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