• 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

Assigning procedures

If procedure allocation has been implemented for the client file, and you were granted Assigner permissions when the client file was created, you can assign work program procedures or sub procedures to any member of your engagement team.

To assign procedures or sub procedures:

1. Open the work program.

2. From the Procedures menu, select Allocate Procedures.

3. From the left pane, select a user.

4. From the right pane, select the check boxes next to the procedures or sub procedures that you want to assign to this user.

5. Repeat steps 2 and 3 to assign procedures or sub procedures to additional users.

6. Click OK.

Alternatively, you can assign a user to a single procedure or sub procedure:

1. Position your cursor on the procedure or sub procedure to assign.

2. Right-click and select Procedure allocation.

3. From the list of users that appears, select the user to assign to the procedure or sub procedure.

4. Click OK.

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