• 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

Setting Procedure Availability

By default when procedures are added to work programs or checklists they are available for all users to access in client files, with exception of firm authors modifying content that was originally in the template causing changing of authorship. In this case, the original procedure will be unselected in the procedure availability, therefore the original procedure is invisible to the users and the firm modified procedures will be available in its place. As a firm author you may have other procedures you wish to prevent engagement teams from viewing some of the content available by deselecting procedures.

This feature can be useful when you want to create content that has a later effective date than when you distribute the template to your end users. Firms can author these procedures ahead of time and hide them to the engagement teams. When this content becomes applicable, firm authors can set it as available and then re-release the content by repackage and redistribute. When engagement teams check for updates in their client files or insert from Content Library, this previously unavailable content will be available.

To set the procedure availability:

1. From the Author menu, select Set Procedure Availability.... The Select Procedures dialog appears.
2. Click the individual formats to preview. Ensure that the Preview Content check box is selected.
3. Select the Available check box beside each format if you want to make it available to users.



4. Once all content has been reviewed, click OK to save your changes.

You have set the procedure availability. If the Common column is checked, the procedure is a common procedure. If a common procedure is not relevant for the document, you can revoke the availability to prevent it from being inserted incorrectly.

Note: When setting the procedure availability, the procedures shown in the listing will only display the industries that are currently applied to the document through the Document Properties. If you have industry specific procedures in your work program / checklist, be sure to go to Document | Properties and turn on the industries necessary prior to setting the procedure availability. This will ensure you are able to view all of the procedures belonging to this document.

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