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Procedures menu

The Procedures menu includes the following items:

Item	Description
Compare Changes	Compare the document in the client file with the original in the template. This menu option appears only if you have modified the procedure.
Import Procedures	Import procedures from work program or checklist documents. Selecting this menu option will open the Procedure Import dialog where users can specify the import source.
Review Deleted Procedures	Deleted procedures can be displayed while working in the document by toggling the menu option on or off.
Modifiable	Enable editing of the procedure the cursor is currently on.
Bold	Display the procedure the cursor is currently on in bold text. If you wish to modify only parts of the procedure to bold, change the procedure to modifiable first and highlight the text prior to using this menu.
Procedure Number	Show/hide the numbering at the front of text for the procedure or sub procedure the cursor is currently on.
Procedure Guidance	Display guidance specific to the procedure or sub procedure.
Objectives	Enable editing of the objectives assigned to a procedure. A dialog box opens allowing selection of multiple objectives.
Assertions	Enable editing of the assertions assigned to a procedure that the cursor is currently on. A dialog box opens allowing selection of multiple assertions. You must own the procedure to be able to modify the assertions to a procedure.
Insert New Reference	Add a reference to a procedure or sub procedure the cursor is currently on.
Insert New Procedure from Content Library	Insert a procedure from the content library. Items that appear in the content library may be optional procedures.
Insert New Procedure	Insert a new procedure below the procedure the cursor is currently on.
Insert New Sub Procedure - 1st level	Insert a new sub procedure at the first level of a procedure the cursor is on. Sub procedures are limited to a maximum of 30.
Insert New Sub Procedure - 2nd level	Insert a new sub procedure at the second level to the sub procedure the cursor is currently on. The menu will not be available if cursor is not on a 1st or 2nd level procedure. Sub procedures are limited to a maximum of 30.
Link Risks To A Procedure	List of risks applicable to the work program are available to link to a specific procedure. that the cursor is on. See Risk. Note this option may not be available if risk report is not inserted in the work program, or if firm author has turned this off.
Delete Procedures	Display a dialog to select procedures and delete the selected procedures. Multiple procedures can be deleted. Note that required procedures will not be listed as they cannot be deleted.
Delete Procedure – XXX	Delete the procedure where your cursor is currently on. Note that required procedure cannot be deleted.
Delete Sub Procedure – XXX	Delete the selected sub procedure where your cursor is currently on.
Sort Groupings	Sort the order of the groupings. Cursor should be on a grouping title prior to using this menu.
Sort Sub Groupings	Sort the order of the sub groupings. Cursor should be on a sub grouping title prior to using this menu.
Sort Procedures	Sort the order of the procedures. Cursor should be on a procedure prior to using this menu. You can sort common procedures differently in each document and the positioning will be retained through content updates.
Sort Sub Procedures	Sort the order of the sub procedures. Cursor should be on a sub procedure to sort prior to using this menu

Note:

Objectives and Assertions will only show if they are set to Yes in the AO - General Options document.

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

Procedures menu

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