Custom Diagnostics tab - Diagnostics Configuration dialog

It is possible to customize diagnostics to check specific information in the document. CaseView displays an error message for each diagnostic condition that fails. In addition, circumstances when CaseView automatically runs diagnostics may be defined.

Load

Click to load a diagnostic file (*.dgf). The Load Diagnostic file dialog will appear.

Save

Save customized diagnostic conditions as a diagnostics file (*.dgf). This allows CaseView to reuse diagnostic selections for more than one client or for repeat engagements. The Save Diagnostic file dialog will appear.

Label

Enter a label for the custom diagnostic condition. The label may be 20 characters long.

Description

Enter a brief description (up to 80 characters) for the diagnostic condition to be performed.

Diagnostic

Enter the syntax the diagnostic is to check. Diagnostics are used to bring attention to areas in the document that are not functioning the way they should be. When specifying the diagnostic condition, the syntax should be equivalent to the true condition or the way the document functions when working correctly. In this way, a diagnostic error only occurs when the condition is false or when the document is not working correctly.

For example, to confirm that the Balance Sheet balances, enter c13999=c19999 where c13999 represents the cell for Total Assets and c19999 represents the cell for Total Liabilities and Equity. In all cases where c13999 equals c19999, no diagnostic error appears. If the diagnostic condition is false (in the case where c13999 does not equal c19999) a diagnostic message will appear (indicating that the Balance Sheet does not balance).

Click the button beside the filter field to access the Calculation Editor and create a calculation for the diagnostic.

Bookmark

Select an existing bookmark to link to the diagnostic. Once linked, the name of the bookmark shows in the diagnostics list. To cancel this selection, choose None.

Display Diagnostic

Sets the occasions to which the diagnostics are automatically checked. Select as many options as needed. Any diagnostic conditions that are false appear as error messages on the screen. It is also possible to customize the text that appears on the message box by selecting Display the following message and entering the applicable text.

Each time calculations are run

Select to run diagnostics each time the program recalculates the document.

Before printing

Select to run diagnostics before printing the document. Selecting this option enables the Disallow printing to the document if the diagnostic fails option.

When loading document

Select to run diagnostics each time the document is opened.

When saving document

Select to run diagnostics when saving or automatically saving the document.

In Diagnostic list in Form Mode

Select this option to display the custom diagnostic error when viewing the diagnostic list in the Form Mode. CaseView displays the message text entered as the diagnostic error listed in the Form Mode.

In Diagnostic list in Design Mode

Select this option to present the custom diagnostic error when viewing diagnostic list in the Design Mode. CaseView displays the message text entered as the diagnostic error in the Design Mode.

Action to take if Diagnostic Fails

Specifies events used to bring awareness to any diagnostic errors found while running diagnostics.

Display the following message

Enter a brief message to display each time a diagnostic error occurs. Click the button beside the filter field to access the Calculation Editor and create a calculation for the diagnostic warning message.

Disallow printing of the document

Select to prevent printing if diagnostic errors exist within the document.

Looping

Sets criteria for repeating a diagnostic message.

Iterative

To repeat the diagnostic error multiple times, select Iterative. By entering $V as part of the diagnostic message, the messages can display numbers. When Iterative diagnostics appear in the diagnostic list, they are repeated according to the criteria set when presenting Iterative diagnostics in a message box.

From

Enter a number used to begin counting the number of times the message is displayed.

To

Enter the ending number. Once the number of times the message box is displayed reaches this value, the diagnostic error will cease displaying.

in increments of

Enter the increment with which the diagnostic message should be displayed. For example, if using a From value of 5 and a To value of 15 with an increment of 5, the diagnostic message box will be repeated 3 times. If $V is entered before the diagnostic message, the number 5 appears in the first diagnostic message box, the number 10 appears in the second diagnostic message box, and the number 15 appears in the third diagnostic message box.

Diagnostics List

The descriptions of the custom diagnostic conditions in the diagnostic file are listed.

Add

To create a new diagnostic condition, click Add.

Delete

To delete a diagnostic condition, select the condition in the Diagnostics List box and then click Delete.

Delete All

To delete all diagnostic conditions in this file, click Delete All.

Move up or Move down

To reorder a diagnostic in the list, select it and click the appropriate button.

Related Topics

• Diagnostics Configuration