• Risk Response
  • 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
  • Management Letter Points

Work Programs

After completing the Planning and Risk Assessment for your client engagement, you must now obtain sufficient and appropriate audit evidence to address the assessed risks of material misstatement through the design and implementation of responses to those risks. To help respond to assessed risks, the template includes work programs that contain all the procedures necessary to complete the testing of a specific financial statement area. You can customize the work program procedures to suit the needs of your client.

Depending on your firm’s preference, procedures can be customized, deleted, or added from the knowledge library at the client engagement level. Procedures defined as required by your firm cannot be deleted in a client file.

In addition, Audit provides simple flat forms to assist in providing guidance or answering questions throughout the audit.

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