• 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

Check for Update Summary

At the completion of the Check for Updates process, you can display a summary document of automatic changes made to the document. Information is generated on the changes made, including:

• New required procedures inserted - procedures that your firm has set as required are always inserted.

• Existing procedures that became required - procedures that your firm has now set as required.

• New procedures inserted - new procedures added by your firm.

• Procedures saved as an engagement - procedures that have been changed by the firm but were previously in the engagement file. The procedure has been retained in the engagement and the new procedure has been added. Review the differences between the two procedures, as it is likely that the engagement will only need one of these procedures.

• Procedures removed - procedures removed by your firm as no longer relevant.

• Procedures signed off and not updated - any procedure that is signed off at the engagement level is not updated. If you wish to update a completed procedure, the sign off must be removed and the update process applied again.

• Miscellaneous updates - information that does not fit in the above categories, such as Document Guidance when it is updated automatically.

To view the summary of automatic changes, from the Document menu, select View Check for Updates Summary. The check for updates summary will appear in your web browser.

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