• 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

Creating a Work Programs

Procedures:

New Work Program

1. On the Document Manager, click on the location (document or folder) where you would like to add the Work Program.

2. Click the Work Program button on the Template toolbar to create a new Work Program.

   

3. Complete the Work Program Document Properties for the new work program and click OK.

4. Customize the new work program and then save it. It will be assigned a document identifier and a position on the document manager automatically.

Work Program based on Master Document Library

1. From the Working Papers menu, select Document| New. Select From Document Library and click OK
2. In the Source box, select the desired source.
3. Highlight the desired work programs and either click Add or drag and drop them onto the Document Manager.

Alternative Methods

In the Document Manager under the New Master Documents folder, right-click NWPG - New work program then select Copy. Navigate to where you want to insert the new work program, then right-click and select Paste.

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