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Deleting procedures and sub procedures

To delete procedures and sub procedures:

  1. Place your cursor on the procedure or sub procedure to be deleted.

  2. Right-click and select Delete Procedure or Delete Sub Procedure. You can also use the Procedures menu at the top of the document.

If an author has set the procedure to be required for all engagements or if a Risk has been linked to the procedure, you will not be able to delete the procedure. You also will not be able to delete the procedure if all of the following are true:

  • Procedure allocation has been implemented for the client file

  • The procedure has not been assigned to you.

  • You do not have Assigner permissions.

  • The procedure is a Common Procedure and is being, or has been modified. You must update the common procedure before it can be deleted.


  • Procedures that have been deleted can be reviewed if cleanup has not been performed on the client file.
  • Deleting a common procedure from the Content Library of a document will automatically remove all instances of the procedure in other documents.

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