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Navigating the File Using the Work Flow Panel

The Work Flow Panel provides a convenient way to keep track of the workflow.

To use the Work Flow Panel:

  1. If the Work Flow Panel is not displayed, from the drop-down list in the Browser Toolbar in Working Papers, select cw:DigitalDashboard.html.

  2. Click the Workflow tab to display the workflow for your engagement.

    Note: Each pane of the workflow covers a specific phase of the engagement (such as planning and risk assessment). Each pane contains boxes that describe the tasks to be performed in that phase of the engagement.

  3. Click the box that contains the next task to be performed. If the task is performed within a single Audit document, the document opens.

  4. If multiple documents are required to perform the task, a dialog appears that lists the documents. Click on a document name to open it. Click Close to close this dialog.

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