Probe | How to update Probe firm template (Firm champion only)

Published: 17/05/2018

Prerequisites:

Ensure your file is on the latest template version, check your version number here
Compare this version number to the latest Probe template released by Caseware Africa here
If you don't have the latest Login to the Community and access you download here

Follow these steps to update Probe firm template:

Launch Caseware Working Papers and click on Templates | Select the firm template and click on Edit
On opening the financial statements, the update wizard will appear.
Select the Probe update. Tick the box to declare that you have made a backup and wish to continue.
Update process will take place

Update will retain data

Using PPE work program as an example

PPE work program before update
PPE work program after update (data retained)

NB: New procedures/changes will occur due to compliance update. Make changes to the firm template (documents) once update is complete. e.g. Add procedures to the PPE work program.

Run data retention

Open Probe firm settings document|
At the bottom of the document, click on “Data Retenetion”.
Data retention process will take place

Repackage template

After creating new file based on firm template, it will show the changes made on the firm template.
For guidance on how to repackage a template click here