• 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

Completing a Procedure - Checklists

Procedure

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

2. Place your cursor in the row of the procedure or sub procedure to be signed off.

3. In the Results column, select or type the results based on the completion responses selected by the firm. If further explanation is required or if input response type is selected, the checkbox will not appear until the input box below the response is filled out.

4. In the By column, mark the check box and your user initials will be inserted and the current date will be completed.

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