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Importing Risks

You can import risks from another file.

Importing risks from another file:

Open any work program, checklist, or document that contains the New Risk drop-down.
From the New Risk drop-down, select Import Risks.
The Import Risk dialog appears. Click Browse and use the file locator window to select the file that you want to import risks from. Click Open. The Import Risks dialog now lists all of the risks in the file that you have opened, organized by business cycle. Risks that already exist in your new client file are displayed in gray and in italics.
Select the check box next to a business cycle to import all risks for that business cycle or a risk to import it. Selecting an individual risk will show the related associations that you can also import.
Click OK.
The New Risk dialog appears, enabling you to edit the risks that you have imported (or any risk that you have identified). To edit a specific risk, select it from the drop-down list at the bottom of the dialog.

Notes

If a risk that is displayed in the Import Risks dialog is not associated with a business cycle, it is contained in a folder named Other.
If the imported risk links to one or more material financial statement areas or Entity level risk categories in the source location, the links are preserved, provided the financial statement areas or Entity level risk categories exist in the client file or template into which the risk is being imported.
If the imported risk links to one or more Significant Risk Indicators in the source location, the links are preserved, provided the Significant Risk Indicators exist and the feature is enabled in the destination file.

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

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