• 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

Completing Work Program Procedures

Procedure

1. From the Document Manager, open the work program you wish to edit.

2. Place your cursor in the row of the procedure or sub procedure to be completed.

3. In the Results column, from the drop-down menu, select the result. Note that some results will require you to provide an explanation prior to being able to sign off the procedure.

4. If your firm has elected, you will be able to complete responses for a number of areas at one time. If you see , your firm allows you to complete the Response for all procedures below it. Note that your firm may restrict this to certain response types. Right click on the drop down to select the appropriate response.

5. Your firm may also have chosen that when a certain explanation type is completed that an issue must also be created. indicates an issue must be completed for the procedure.

6. Click , and provide a name for the new issue.

7. indicates that there is an issue associated with the procedure. Note that all issues are transferred to the Partner/Manager Summary Report.

8. To indicate an issue select View from the CaseView menu, then Highlight Issues and select the issue type from the list. To remove a highlighted issue select View then Highlight Issues and uncheck the selected issue type.

9. In the By column, mark the check box and your user initials will be inserted and the current date will be completed.

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