• Interface
• Firm Customizations
• Document Manager
• Work Flow Panel
• Accessing a document from the Document Manager
• Creating a Firm Customized Template
• Disabling the Work Flow Panel
• Displaying the Template Toolbar
• Enabling editing
• Opening the master template
• Specifying the default page setup
• Unlock Template
• Using the Template
• Using the Work Flow Panel
• Silent (Batch) Update Wizard
• Patch Customization Utility

Work Flow Panel

When Audit is initially opened, the Work Flow Panel is your first view of Audit. The Work Flow Panel is the view your engagement teams may utilize to navigate through the phases and steps of an audit engagement.

The Work Flow Panel displays the version number of the template that you are using. If you are not using the most recent version of the template, an update button appears at the top of the Work Flow Panel. Click this button to update the template.

The Work Flow Panel can be customized by the Firm Author or you can elect not to use it and have your engagement teams access all the documents through the traditional Document Manager. More details to customize the Work Flow Panel can be found in the "Getting Started Guide.PDF" document, located in the folder C:\Program Files (x86)\CaseWare\Template\AuditIntWorkflow\.

The provided Work Flow Panel is made up of the Workflow tab broken down into three parts or widgets: Planning and Risk Assessment, Risk Response, and Completing and Reporting. Within each of the three areas are boxes that represent steps in an audit engagement. Users click on each box to bring up a dialog showing the documents needed to complete that step. Where there is only one document for that step, the document itself will launch.

As documents are signed off as completed, the boxes change colour and display an icon providing at a glance the progression status of the engagement.

While the Work Flow Panel is a great tool for the end user to go through the audit engagement, the Firm Author will require access to the Document Manager to get full access of the control documents in the master template.

You can exit the Work Flow view and access all the documents via the traditional Document Manager through the Documents button on the navigation toolbar. The Document Manager lists all the documents the template contains in a tree format.

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