• 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

Edit Procedure Conditions

You can set a condition on a procedure to delete or insert procedures based on a response or calculation.

Procedure conditions are best used in cases where:

• Impact of a response is limited to one, or a few, individual procedures,
• Condition is dependent on more than a “yes” or “no” type of response and,
• Relevant factors in procedure conditions (responses, calculations) are not known or completable at the beginning of the engagement.

To edit a procedure condition:

1. In a checklist or work program, right-click on a procedure and select Edit Procedure Condition to open the corresponding dialog.
2. Fill in the procedure conditions.

Field/Option	Instructions
Behavior	Select Custom to create the procedure condition. Select to delete or insert the procedure based on any or all conditions are met.
Condition List	Click on Response Condition or Calculation Condition to add conditions to the list or edit existing conditions.
Response Condition	Select the checklist/work program document, the procedure, and the response to the procedure that will cause the behavior to occur from the provided drop-down menus. Click to delete the condition.
Calculation Condition	Enter a valid CaseView calculation and whether the calculation needs to be less than, equal to, or greater than a specified value for the behavior to occur. For more information on CaseView calculations, please refer to the CaseView Help. Click to delete the condition.

3. Click OK to add the conditions. A procedure condition icon () displays beside the procedure to indicate there is a condition.

You have added a procedure condition. To update the tooltip on the procedure condition icon, ensure to click the update tooltip icon () on the Audit toolbar.

Notes:

• When editing conditions for a common procedure, you can choose to apply the conditions globally across all instances of the common procedure, or at the document level. Common procedures with document level conditions display the same procedure condition icon, but with a red dot to indicate it is unique ().
• Common procedures with document level (unique) conditions can be reverted back to the global condition by selecting the common procedure and clicking Revert.

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