• 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

Locking user procedure customizations

To lock customizations made to work program and checklist documents:

1. From the Document Manager, open the work program / checklist you wish to edit.

2. From the template Document menu, select Lock User Procedure Customizations. Alternatively, click on the unlocked icon to the left of the document name.

3. Click a radio button to select the type of locking required.

4. Type a Password, then retype the password to Confirm it.

5. Click OK.

To unlock customizations made to the engagement work program / checklist :

1. From the Document Manager, open the work program / checklist you wish to edit.

2. From the Document menu, select Unlock User Procedure Customizations. Alternatively, click on the locked icon to the left of the document name.

3. Type the password.

4. Click OK.

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