• 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

Marking a procedure as sensitive

If procedure allocation has been implemented for the client file, and you were granted Assigner or Reviewer permissions when the client file was created, you can mark a procedure or sub procedure in a checklist as sensitive. This means that only Assigners, Reviewers and the person to which the procedure was assigned can view the response.

To mark a procedure or sub procedure as sensitive:

1. Open the checklist.

2. Position your cursor on the procedure or sub procedure to be marked as sensitive.

3. Right-click and select Sensitive.

If the procedure or sub procedure is already marked as sensitive, a check box appears next to the Sensitive entry in the menu. Selecting Sensitive again will unmark the procedure.

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