You are here: Firm Author Help > Configuring and Customizing Forms > Authoring Work Programs and Checklists > Adding Procedures to a Grouping or Sub Grouping
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Adding Procedures to a Grouping or Sub Grouping


  1. From the Document Manager, open the work program or checklist that has the procedure you would like to add to a group.
  2. Right-click on the procedure and set procedure to Modifiable. You may get a warning that you will need to change ownership if the procedure was not written by you.
  3. Right-click the procedure again and select Procedure Properties. A properties dialogue opens.

  4. Click to select an existing grouping or sub grouping.
  5. Click to add a new grouping or sub grouping.
  6. Click Manage to edit existing groupings or sub groupings.
  7. Click OK to save.

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