• 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

Adding References to Checklist Procedures

Procedure

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

2. Place your cursor on the procedure or sub procedure to be modified.

3. Right click and select Insert New Reference. You can also use the Procedures menu at the top of the checklist.

4. From the drop-down menu, select the working paper reference. Multiple references can be added. You can also insert tick marks if desired.

For more information on the Annotation, see the CaseView help topic Annotation dialog.

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