-- Firm Author Help --
-- Reference --

Checklist Columns

The columns found in the checklists are as follows:

Column Description


A procedure has three possible levels. The numbering structure of these levels is predefined and cannot be modified.

The author can type text into the procedure or cut and paste text from another program.

Procedures can be edited using the CaseView toolbar to bold, italicize or underline specific areas of the text.

If a procedure has been defined for specific industries, a icon appears at the left of this column. Hover over this icon to display the industry and industry code for this procedure.


References may be added by right clicking the procedure and selecting Insert New Reference.


The name that appears in the content library index. This name identifies the procedure to the user.


The version number of the procedure. This is used by the author to identify when changes are made to the content. If the version number is changed, when the user checks for updates to the content, the user will be advised that the content is out of date. The author must ensure that the version number is changed if the content of the procedure has been edited.

Modified Date

The date that the content was last modified.

If procedure tags have been added to the checklist and have been made visible, and tags have been added to a procedure or sub procedure, a Tag indicator appears to the right of the Modified Date column. Hover over this indicator to display a tooltip that lists the tags that have been added to the procedure or sub procedure.

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