• Authoring Work Programs and Checklists
  • Financial Statement Assertions
  • Areas - Conclusions
  • Authoring Work Programs - Detailed Audit Response
  • Authoritative References
  • Authoring Work Programs - Creating Conditional Conclusions
  • Document Guidance
  • Editing Procedures
  • Locking
  • Lock User Procedure Customizations
  • Objectives
  • Procedure Guidance
  • Tags
  • Work Programs - Author
  • Document Properties
  • Checklist Columns
  • Conditional Conclusions
  • Procedure Availability
  • Work Program Columns
  • Work Program Document Properties
  • Adding Authoritative References
  • Adding Guidance to a Procedure
  • Adding New Sub Procedures to Authored Procedures
  • Adding Procedures to a Grouping or Sub Grouping
  • Adding Tags to Procedures
  • Allocating procedures to groups
  • Authoring New Procedures
  • Creating New Checklists
  • Creating New Work Programs
  • Edit Procedure Actions
  • Edit Procedure Conditions
  • Modifying Existing Procedures
  • Filtering Procedures
  • Importing procedures from a work program or checklist
  • Inserting and deleting a custom Detailed Audit Response
  • Locking Author Mode
  • Locking user procedure customizations
  • Selecting Audit Responses to Make Available
  • Selecting Procedures to Make Available

Filtering Procedures

You can filter procedures in work programs and checklists to make it easier for the reviewer to review the file. These include filtering procedures based on:

• the relevant assertions assigned to that procedure
• their groupings
• their thresholds

To filter procedures,

1. At the top left of any work program and checklists, click the Filter Procedures ( ) button.

2. In the Filter Procedures dialog, select the applicable filter parameters.

   

3. Click OK.

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