Creating a Work program/checklist progress report
To create a Work program/checklist progress report:
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In the Document Manager, create a copy of the Work program/checklist progress report, located in the Master Documents folder.
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Right-click the copy that you have created. From the shortcut menu, select Properties.
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In the CaseView Document Properties dialog, in the Number, Name and Identifier fields, type the number, name and identifier of the new report. Click OK.
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Double-click to open the progress report.
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In the field containing the text Input document type for this report, type the document type for this Work program/checklist progress report (for example, Planning).
Note: Document types are specified by the firm author in the document properties for each work program or checklist created.
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Click to generate the report.
This online help system applies to all CaseWare Audit, Review and Compilation products. Not all features are available in all products.