• Work Programs
  • Check for Update Summary
  • Check for Updates within a Work Program or Checklist
  • Creating and Deleting Documents and Folders
  • Procedure Guidance
  • Procedure Highlighting
  • Import Procedure Dialog
  • Updating the File
  • Updating Work Programs and Checklists
  • Procedures Columns
  • Check for Updates Procedure Columns
  • Columns
  • Comparison dialog
  • Options menu
  • Procedures menu
  • Work Programs Menus
  • Adding an identified risk
  • t_Adding_new_procedures
  • Adding new sub procedures
  • Inserting Procedures from Content Library
  • References
  • Assigning procedures
  • Associating a risk to a procedure
  • Document Guidance and Conclusions
  • Check for Updates within a Work Program or Checklist
  • Copying Work Programs
  • Creating New Work Programs
  • Deleting procedures and sub procedures
  • Deleting references from work program procedures
  • Completing Work Program Procedures
  • Editing existing procedures
  • Highlighting procedures
  • Importing procedures
  • Inserting the detailed audit response
  • Locking Customizations to Work Programs
  • Marking a procedure as sensitive
  • Reallocating assigned procedures
  • Removing highlights from procedures
  • Reviewing deleted procedures
  • Saving as PDF
  • Sorting procedures and sub procedures
  • c_Assertions
  • Areas - Audit Response
  • Conclusions
  • Guidance
  • Completing Work Programs - Overview
  • Locking
  • Mini Risk Report
  • Objectives
  • Procedures
  • Work program/checklist progress report
  • Risk
  • Results and Sign Offs
  • Work program/checklist progress report
  • Adding a new objective
  • Adding or changing an assertion
  • Adding or changing an objective
  • Comparing or replacing a modified procedure
  • Completing the detailed audit response area
  • Deleting an objective
  • Displaying assigned procedures
  • Editing the Conclusion Area and Signing off
  • Editing objectives text
  • Filtering Procedures
  • Including new documents in a Work program/checklist progress report
  • Inserting the Mini Management Letter Report
  • Inserting the assertions area
  • Inserting the Mini Risk Report
  • Inserting the objectives area
  • Linking Risks to Procedure
  • Sorting objectives
  • Specifying the mini risk report type
  • Creating a Work program/checklist progress report

Inserting Procedures from Content Library

To add additional procedures from the content library:

1. Place your cursor on any procedure or sub procedure.
2. Right click and select Insert New Procedure from Content Library. You can also use the Procedures menu at the top of the work program / checklist or the drop-down in the toolbar toolbar to the right of .
3. From the drop-down at the top of the Content Library dialog, select either the summary view or the detail view. The summary view displays the procedure name, whether the procedure is common (usable in multiple documents), the industry code if applicable, and owner name. The detail view displays what the summary view displays, plus the version number, date created, and date modified.
4. Select the appropriate check boxes beside the desired procedures. Multiple procedures can be selected at one time. To review the content in the bottom pane prior to insertion, select the Preview Content check box.
5. Optional procedures can be identified by the ** next to the procedure names.
6. Once the procedures are selected, click OK. Optional procedures are inserted at the bottom of the document.
7. Modify or sort the procedures as required.

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