• 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

Linking Risks to Procedure

To link risks to the procedures from within the work program or checklist document:

1. Open the work program or checklist.

2. Place the cursor on the procedure to link the risks to, and click on the top button bar.

3. Select the risks applicable for the procedure. Once done, click OK.

   

To link Procedures to a risk from the mini-risk report:

1. From the Areas menu select Risk Report to view the mini risk report.

   

2. Click on the risk appearing in the mini risk report at the top of the document.

3. Click the Link procedures button to launch the Procedures dialog.

4. Mark the relevant procedures by clicking the checkboxes and click OK. The listed procedures include all procedures from the content library related to the document. Selecting a procedure not included in the work program or checklist document will automatically add the procedure to the document.

   

   Once a procedure is selected, the Addressed reference field in the risk dialog will automatically reference the current work program or checklist if it has not already been manually selected.

5. Click OK in the Procedures dialog. The risk will appear beside the linked procedure. If a selected procedure is not in the document and is in the Content library, it will be inserted automatically.

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