• Client File Setup
  • Select an engagement profile
  • Assigning mapping numbers
  • Assigning users
  • Audit Optimiser Confirmation Report
  • Engagement properties
  • Entity structure
  • Optimiser Checklist
  • Procedure Allocation Maintenance Report
  • Work Flow Panel
  • Industry-Specific Content
  • Assigning Mapping Numbers to Accounts
  • Disabling the Work Flow Panel
  • Completing the Optimiser Checklist
  • Specifying procedure allocation options
  • Importing a Trial Balance
  • Navigating the File Using the Work Flow Panel

Specifying procedure allocation options

Prerequisites

• Firm Author has enabled procedure allocation.
• You are granted assigner permission when the client file was created.

Procedure

1. Open the AO - General options document.

2. From the Year-end close (staff allocation) drop-down, select either Retain (retain staff allocation and permissions after year-end close) or Clear (remove all staff allocation and permissions).

3. From the Procedure allocation drop-down, select who can complete unallocated work program and checklist procedures. You can select either Anyone or No one.

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