• Work Programs
  • Check for Update Summary
  • Check for Updates within a Work Program or Checklist
  • Creating and Deleting Documents and Folders
  • Procedure Guidance
  • Procedure Highlighting
  • Import Procedure Dialog
  • Updating the File
  • Updating Work Programs and Checklists
  • Procedures Columns
  • Check for Updates Procedure Columns
  • Columns
  • Comparison dialog
  • Options menu
  • Procedures menu
  • Work Programs Menus
  • Adding an identified risk
  • Creating a New Procedure
  • Adding new sub procedures
  • Inserting Procedures from Content Library
  • References
  • Assigning procedures
  • Associating a risk to a procedure
  • Document Guidance and Conclusions
  • Check for Updates within a Work Program or Checklist
  • Copying Work Programs
  • Creating New Work Programs
  • Deleting procedures and sub procedures
  • Deleting references from work program procedures
  • Completing Work Program Procedures
  • Editing existing procedures
  • Highlighting procedures
  • Importing procedures
  • Inserting the detailed audit response
  • Locking Customizations to Work Programs
  • Marking a procedure as sensitive
  • Reallocating assigned procedures
  • Removing highlights from procedures
  • Reviewing deleted procedures
  • Saving as PDF
  • Sorting procedures and sub procedures
  • Assertions
  • Areas - Audit Response
  • Conclusions
  • Guidance
  • Completing Work Programs - Overview
  • Locking
  • Mini Risk Report
  • Objectives
  • Procedures
  • Work program/checklist progress report
  • Risk
  • Results and Sign Offs
  • Work program/checklist progress report
  • Adding a new objective
  • Adding or changing an assertion
  • Adding or changing an objective
  • Comparing or replacing a modified procedure
  • Completing the detailed audit response area
  • Deleting an objective
  • Displaying assigned procedures
  • Editing the Conclusion Area and Signing off
  • Editing objectives text
  • Filtering Procedures
  • Including new documents in a Work program/checklist progress report
  • Inserting the Mini Management Letter Report
  • Inserting the assertions area
  • Inserting the Mini Risk Report
  • Inserting the objectives area
  • Linking Risks to Procedure
  • Sorting objectives
  • Specifying the mini risk report type
  • Creating a Work program/checklist progress report

Completing Work Programs

Work Programs contain procedures for each specific financial statement area as provided by the content author.

When opening a work program for the first time, the content is based on the selections made by the content author and your firm. Optional procedures can be added from the content library or you can modify and draft procedures to address specific issues within each engagement.

Professional judgment must be used in applying the procedures set out in the work programs when determining the extent to which they would be applied in each particular circumstance.

Except as noted, work programs include the following sections and components:

1. Risk report
2. Document guidance
3. Detailed Audit Response
4. Objectives
5. Financial Statement Assertions
6. Procedures
7. Conclusions

Tabs located at the top of each work program enable you to access a specific area of the document. When you select a tab, only that area is displayed. To return to displaying all areas of the work program, click the All tab. If an area is hidden or disabled, its tab is not displayed. Clicking the Audit Procedures or Procedures tab displays an additional row of procedure tabs, enabling you to select a specific group of procedures.

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