• Checklists
  • Locking
  • Columns
  • Comparison dialog
  • Adding a checklist
  • Assigning Procedures
  • Copying Checklists
  • Creating New Checklists
  • Deleting procedures and sub procedures
  • Importing and Highlighting External Data
  • Locking user procedure customizations
  • Marking a procedure as sensitive
  • Reviewing Deleted Procedures
  • Completing Checklists
  • Procedures
  • Results and Sign Offs
  • References
  • Comparing or replacing a modified procedure
  • Completing a Procedure - Checklists
  • Deleting references from checklist procedures
  • Displaying assigned procedures
  • Editing and Signing off in the Conclusion Area
  • Inserting the mini-risk report
  • Showing or Hiding Guidance

Procedures

Procedures

Standard checklists that cover the main areas are included with the template. These checklists can be modified to address issues within a specific engagement. In certain engagements, you may need to create a custom checklist to address specific areas. If you need to create a new checklist, see Creating New Checklists.

Note:

• If the content author has locked all procedure customization, you will not have the option to modify the checklists.

• When copying a procedure, cells, annotations and other objects will not be copied over.

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