• Firm Author Help
  • General Options
    • Completion Responses
    • General Options
    • Procedure Allocation
    • Check for Updates
    • Engagement Profiles
    • Creating an Engagement Profile
    • Controls Options
    • Defining Product Settings
    • Defining Reportable Items
    • Defining Risk Options
    • Defining Scoring System
    • Defining Setting for Forms
    • Defining the Settings for Financial Statement Areas Worksheet
    • Defining Standards for Work Programs
    • Configuring the Optimiser
    • Setting the Display Settings for Materiality
    • Specifying Settings for Assertions
    • Specifying Settings for Work Programs and Checklists
  • Configuring and Customizing Forms
  • Form Settings
  • Firm Risks, Controls, and Risk Identification
  • Optimiser
  • Content Management
  • Repackage

General Options

The AO - General Options document is used to define and customize the structure and properties of the work programs and checklists and to manage the firm’s default settings for many of the automated features. The firm settings are applied globally and, for the most part, cannot be changed at the engagement file level. They must be completed prior to distributing the master template file to the engagement team.

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