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Creating Multiple Dashboards

To create multiple dashboards:

  1. Copy the entire folder containing the Dashboard.
  2. Paste it in the folder where all layouts are stored.
  3. Rename the folder.
  4. Open the template.xml file and make the following changes:
    • Change the template name to match the name of the folder.
    • Change the template display name to indicate what should show up in the list of layouts in
    • Working Papers.
    • Change the description as desired.

If you need to repackage a dashboard, see the CaseWare Packager instructions for details on packaging a layout.

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