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Creating a Work program/checklist progress report

-- User --

To create a Work program/checklist progress report:

  1. In the Document Manager, create a copy of the Work program/checklist progress report, located in the Master Documents folder.

  2. Right-click the copy that you have created. From the shortcut menu, select Properties.

  3. In the CaseView Document Properties dialog, in the Number, Name and Identifier fields, type the number, name and identifier of the new report. Click OK.

  4. Double-click to open the progress report.

  5. In the field containing the text Input document type for this report, type the document type for this Work program/checklist progress report (for example, Planning).

    Note: Document types are specified by the firm author in the document properties for each work program or checklist created.

  6. Click to generate the report.

Creating a Work program/checklist progress report | Caseware Docs