• Work Programs
  • Check for Update Summary
  • Check for Updates
  • Creating and Deleting Documents and Folders
  • Procedure Guidance
  • Procedure Highlighting
  • Import Procedure Dialog
  • Updating the Engagement File for Content Updates
  • Updating Work Programs and Checklists
  • Procedures Columns
  • Check for Updates Procedure Columns
  • Work Program Columns
  • Comparison dialog
  • Options menu
  • Procedures menu
  • Work Programs Menus
  • Adding an identified risk
  • Creating a New Procedure
  • Adding new sub procedures
  • Inserting Procedures from Content Library
  • Adding/Deleting References to Work Program Procedures
  • Assigning procedures
  • Associating a risk to a procedure
  • Checking for updated document guidance or conclusions
  • Checking for Updates within a Work Program or Checklist
  • Copying Work Programs
  • Creating Work Programs
  • Deleting procedures and sub procedures
  • Deleting references from work program procedures
  • Completing Work Program Procedures
  • Editing existing procedures
  • Highlighting procedures
  • Importing procedures
  • Inserting the detailed audit response
  • Locking Customizations to Work Programs
  • Marking a procedure as sensitive
  • Reallocating assigned procedures
  • Removing highlights from procedures
  • Reviewing deleted procedures
  • Saving as PDF
  • Sorting procedures and sub procedures
  • Assertions
  • Detailed Audit Response
  • Conclusions
  • Guidance
  • Completing Work Programs
  • Locking
  • Mini Risk Report
  • Objectives
  • Procedures
  • Work program/checklist progress report
  • Mini- Management Letter Report
  • Results and Sign Offs
  • Work program/checklist progress report
  • Adding a new objective
  • Adding or changing an assertion
  • Adding or changing an objective
  • Comparing or replacing a modified procedure
  • Completing the detailed audit response area
  • Deleting an objective
  • Displaying assigned procedures
  • Editing the Conclusion Area and Signing off
  • Editing objectives text
  • Filtering Procedures
  • Including new documents in a Work program/checklist progress report
  • Inserting the Mini Management Letter Report
  • Inserting the assertions area
  • Inserting the Mini Risk Report
  • Inserting the objectives area
  • Linking Risks to Procedure
  • Sorting objectives
  • Specifying the mini risk report type
  • Creating a Work program/checklist progress report

Locking Customizations to Work Programs

To lock customizations made to work program and checklist documents:

1. From the Document Manager, open the checklist you wish to edit.

2. From the template Document menu, select Lock User Procedure Customizations. Alternatively, click on the unlocked icon to the left of the document name.

3. Click the radio button to select the type of locking required.

4. Type a Password, then retype the password to Confirm it.

5. Click OK.

Result

Customization to the work program or checklist are locked. To unlock, from the Document menu, select Unlock User Procedure Customizations. Alternatively, click on the locked icon to the left of the document name.

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