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Edit Procedure Actions

You can set a procedure action response in checklists to delete documents or procedures based on tags.

Procedure

  1. In a checklist, right-click on a procedure and select Edit Procedure Action, the Edit Procedure Action dialog appears.

2. Select from the following options:

Option Description

Behavior

Select Custom to create the procedure action.

Recommend actions when the response is

The User Response type that triggers the procedure action. You can create a different procedure action for each user response.

Delete documents

Delete documents with selected tags or without selected tags.

Delete procedures

Delete procedures with selected tags or without selected tags.

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