• 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
  • Adding Procedure Guidance
  • Editing Procedures
  • Locking
  • Lock User Procedure Customizations
  • Objectives
  • Tags
  • Work Programs - Author
  • Document Properties
  • Checklist Columns
  • Conditional Conclusions
  • Work Program Columns
  • Work Program Document Properties
  • Adding Authoritative References
  • 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
  • Setting Procedure Availability

Document Guidance

The content or Firm Author can provide guidance for users at the document level. For example, this could be in the form of authoritative details, instructions for a specific document or procedure, or any information that would be of use to the user. Annotations, hyperlinks and CaseView cells can also be added to the guidance area. Procedure level guidance can also be provided and will be explained in the Audit Procedures area.

Document guidance is provided at the top of the work program or checklist and provides overall guidance for the document.

To show or hide the Document Guidance area, select Display Document Guidance from the Options menu.

You can insert your own custom Document Guidance with a version to control whether it should trigger an update in the engagement file. To do this,

1. From the Areas menu, select Insert Document Guidance.

Note: If the guidance was created by a different author, you will obtain the following error:



Click Yes to proceed.

2. Change the first digit to propagate the update to the engagement file or change the second digit to save it to the master template only.

   

3. Enter the new guidance text in the green input box.
4. Save and close the document.

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