• Content Management
  • Check for Updates
  • Client File Updates
  • Firm Update Options
  • Managing the Content
  • Additional Document Library content
  • Summary of update methods
  • Check for Based on Procedure
  • Highlighting Procedures
  • Specifying Document Updates for Client Files
  • Specifying mapping and grouping structure updates for client files
  • Updating Procedures in the Master Template Only
  • Updating the FSA document

Updating Procedures in the Master Template Only

There may be some situations where you do not want to push certain changes to the engagement files. Audit has implemented minor version on procedures to trigger the update in the master template but not in the engagement file.

Procedure

1. In a work program or checklist, right-click the applicable procedure and select Modifiable.
2. Once the changes have been made, change the second digit in the Ver column.

   

Result

The changes will only be updated in the master template and will not be pushed to engagement files when a user checks for updates.

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