• 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

Creating a New Procedure

Procedure

1. Place your cursor on any procedure or sub procedure.
2. Right-click and select Insert New Procedure. You can also use the Procedures menu at the top of the work program / checklist or click . Additional alternatives are available from the drop-down next to the button.
3. Select the number of procedures to insert and click OK.
4. Type the required text or copy and paste text from another document. You can use the CaseView Style Bar to bold, italicize or underline any text added. Tip: if copied from another document, the font may not look the same upon copying. Save the document, and the procedure will be applied with the font to match the rest of the procedures.
5. Sort the procedures as required.

Note:

• If a document is selected that does not contain any procedures, a message window will appear to confirm that no procedures have been found to import.
• If a different document type is selected (e.g. a checklist document is selected while working in a work program), a confirmation dialog will appear to confirm if procedures should be imported from a different document type.
• Note that you can only select one document during the import process. If you wish to import from multiple sources, importing must be done one document at a time.

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