Checking procedures status
When modifying a procedure provided with the original template, the modified procedure automatically becomes a new procedure based on the original and the Procedure is based on an existing procedure checkbox is automatically turned on. If the original procedure is later updated, the Check for Based on Procedure Status feature allows you to easily identify the procedures based on an existing procedure that may also need updating.
To check the procedures status:
From the Document menu, select Check for Based on Procedure Status.
Review the information in the column Based on Procedure Name appearing on the right end of the document. A status indicator displays along with the name of the base procedure and the owner of the base procedure. The three status indicators are:
No change has been made to the original procedure.
A change has been made to the original procedure.
The original procedure has been deleted.
Click on the name of the original procedure to view the current content of the original procedure.
Review the status indicators and the original procedure that the current procedure is based on. Make changes to the procedure as necessary by right-clicking the procedure, selecting Modifiable, and typing your change. Update the version number and modified date.
Once your status review is complete, from the Document menu, clear Check for Based on Procedure Status.
Note: When adding new procedures, you also have the option to base them on existing procedures by selecting the Procedure is based on an existing procedure check box and selecting the base procedure.
This online help system applies to all CaseWare Audit, Review and Compilation products. Not all features are available in all products.