Control Matrix - Menus

Generate

Generate a control matrix based on the selected filters.

New Risk

Open the New Risk dialog to document risks identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new risks.

New Control

Open the New Control dialog to document controls identified throughout the audit. This menu item is available only if the firm author has enabled the creation of new controls.

Edit Control

Edit an existing control. Cursor must be on the control procedure that you want to edit to use this menu

Delete Control

Delete an existing control. Cursor must be on the control procedure that you want to delete to use this menu.

Apply Document Prerequisites

If selected, will implement the document prerequisites specified by the firm. This option is selected by default.

Vertical / Horizontal Presentation

Select which direction to display the risk factors in the control matrix.

Content Library Path

Define the path where the content library is located.

Display Completion Details

Display completion details at the top of the document. Note that this will not turn off the completion details from printing.

Display Document Guidance

Display detailed instructions provided by the author that describe how to complete the document.

Display Interactive Guidance

Display instructions that indicate the next step to take when working with this document. These instructions appear at the top of the document in a status bar located just below the function buttons. This menu item is enabled only if instructions exist for the current document status.

Print Firm Name in Footer

Prints the firm name in the footer, as defined in the firm settings, if the firm author has specified that the firm name is to be displayed. See Firm Information.

Print Firm Logo in Footer

Prints the firm logo in the footer, as defined in the firm settings, if the firm author has specified that the firm logo is to be displayed. See Firm Information.

Print Current Date/Time in Footer

Print the current date and time in the footer of each page of the document. The date and time format are as set in your Windows regional settings.

Print Client Path in Footer

Print the client path in the footer of each page of the document.

Reset Column Width

Reset column widths to default settings.

Highlight External Cells

Highlight all externally linked cells in the document in red.

For the firm author, a report is opened in your web browser that displays each externally linked cell, along with the group, form, and ID of the CaseView database entry to which the cell is linked. This enables the firm author to easily track values that are written to the database and retained on an update or year-end close.

Imports external data from another file. A browse window will appear to select an applicable .ac file.

Reapply Styles

Change the document fonts to the character set in use on your computer. This makes it possible to type information in both English and one other language that uses non-Western characters.