Check for Updates

User selects individual procedures to update in each document.

• All procedures marked as "Required" are automatically updated in each engagement.

• No other procedures are automatically updated or new procedures added. Users can update procedures in a document in two ways:

  • As part of the client file update process, click Update in the Procedures dialog. This updates all procedures in any document in which updates have not been set to be ignored.
  • Open the document and select Check for Updates from the Document menu. This enables the user to update procedures on a procedure-by-procedure basis based on the status of the procedure.

• Document properties are updated when Check for Updates is performed.

All existing procedures are updated. New procedures are stored in the library.

• All procedures marked as "Required" are automatically updated in each engagement.

• Automatically updates all existing procedures in an engagement file if they have not been modified at the engagement level.

• Procedures that have been customized at the engagement level have an option to update or retain on a procedure-by-procedure basis.

• New procedures remain in the content library and must be added to the engagement as needed.

• Document properties are automatically updated.

All existing procedures are updated. New procedures are added to the document.

• All procedures marked as "Required" are automatically updated in each engagement.

• Automatically updates all existing procedures in an engagement file if they have not been modified at the engagement level.

• Procedures that have been customized at the engagement level have an option to update or retain on a procedure-by-procedure basis.

• New procedures are automatically added to each work program or checklist and must be deleted in the engagement as needed.

• Document properties are automatically updated.