• Controls
  • Filter
  • Control Identification
  • Creating a Control Matrix
  • Determining risk mitigation
  • Controls
  • Document Menu
  • Controls Dialog
  • Adding a control
  • Copying a Control
  • Creating additional control matrices
  • Importing Controls
  • Modifying and Deleting an Existing Control
  • Modifying the Presentation of the Control Matrix
  • Resizing the columns in the Control Matrix

Importing Controls

You can import controls from CaseWare® RiskSpace or from another client file.

Importing Controls from CaseWare RiskSpace

1. Open any work program, checklist, or document that contains the New Control drop-down.

2. From the New Control drop-down, select CaseWare® RiskSpace. The CaseWare® RiskSpace Controls dialog appears, in which you can select controls to import.

3. Select the check box next to a folder to import all of the controls that it contains.

4. To import individual controls from a folder, expand the folder and select the check box next to the control to be imported.

5. When you have finished selecting controls to import, click OK.

6. The New control dialog appears, enabling you to edit the controls that you have imported. To edit a specific control, select it from the drop-down list at the bottom of the dialog. You can also click or to move to the previous or next control to be edited.

7. Click OK to import the controls into your client file.

Importing Controls from another file

1. Open any work program, checklist, or document that contains the New Control drop-down.

2. From the New Control drop-down, select Import Controls.

3. In the Import Source area, click Browse.

4. Use the file locator window to select the file that you want to import controls from. Click Open. The Import Controls dialog now lists all of the controls in the file that you have opened, organized by business cycle. Controls that already exist in your new client file are displayed in gray and in italics.

5. Select the check box next to a business cycle folder to import all controls for that business cycle, or select the check box for a control to import it. You can import as many controls as you like. If a control already exists, it cannot be re-imported.

6. Click OK.

7. The New Control dialog appears, enabling you to edit the controls that you have imported (or any control that you have identified). To edit a specific control, select it from the drop-down list at the bottom of the dialog.

Note:

• If a control that is displayed in the Import Controls dialog is not associated with a business cycle, it is contained in a folder named Other.
• If the imported control links to one or more material financial statement areas or Entity level risk categories in the source location, the links are preserved, provided the financial statement areas or Entity level risk categories exist in the client file or template into which the control is being imported.

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