• 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

Specifying the mini risk report type

In a work program, checklist, or the Financial Statement Areas Worksheet, you can specify whether the mini risk report displayed at the top of the document is a Risks Addressed or a Risks Identified mini risk report. The Risks Addressed mini risk report lists entity level risks and risks addressed in the work program or checklist in which the report is contained. The Risks Identified mini risk report lists risks where the work program, checklist, or Financial Statement Areas Worksheet is the risk source. In the Financial Statement Areas worksheet, the Risks Identified mini risk report also lists entity level risks.

To specify the mini risk report type:

1. From the Options menu, select Risk Report View.

2. From the submenu that appears, select Risks Identified to display the Risks Identified mini risk report, or select Risks Addressed to display the Risks Addressed mini risk report.

3. If a dialog appears that asks whether you want to change the currently used view from auto to manual, click Yes. Setting the view to manual enables you to specify the mini risk report type.

4. In the dialog that asks whether you want the currently selected view to be the new default view for this document, click Yes.

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