Filtering Procedures

You can filter procedures in work programs and checklists to make it easier for the reviewer to review the file. Procedures can be filtered based on:

  • Groupings
  • Assertions assigned to the procedure
  • Thresholds
  • Response type
  • Linkages

To filter procedures:

  1. On the work program or checklist ribbon, click Procedures | Filter Procedures or the Filter Procedures icon ().
  2. In the Filter Procedures dialog, select the applicable filter categories and criteria. Click OK.

The procedures are filtered based on your selections.

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