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Reallocating assigned procedures

If procedure allocation has been implemented for the client file, and you were granted Assigner permissions when the client file was created, you can specify that the work program procedures and sub procedures that have been assigned to one member of the engagement team are to be assigned to another member of the team.

To reallocate assigned procedures to another member of the team:

  1. Open the work program.

  2. From the Procedures menu, select Reallocate Assigned Procedures.

  3. From the dialog, select the user to be replaced. Click OK.

  4. Select the user to which the procedures and sub procedures are to be reassigned. Click OK.

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