PROBE MMX

Can I perform a copy components(template) on only one Probe document?

It is not recommended to only perform a copy template on one Probe document.
 

If you are however experiencing problems with a particular document in Probe you can perform a copy template, but you must ensure that you copy in a document that is on the same version as your client file.

I performed a copy template, why is my document is empty/partially completed?

Information in Probe are stored in one of two places:
 

1. The CaseView Document
   Information stored in the document are information for documentation purposes only, eg. descriptions, references and procedures.
   This information will copy over to your new client file if you perform a copy template.

2. The CaseView Database
   Information stored in the database are information that are interdependent, eg. ROMM, risks, controls, Yes/No answers.
   This information will NOT copy over to your new client file if you perform a copy template.



If I right click to change the name of a document and go into properties, there is a CV Group option. What is the "CV group" option under properties of this CaseView document?

This is to link the document to the database. As this is CaseWare functionality, you do not need to use this or enter any data in this field.

Is there a faster way to insert more than one row in Probe documents?

No, the only way to insert rows/procedures into the Probe documents is by right-clicking and inserting one row and a time.

What “hot keys” are available in Probe?

You can use "Y" or "N" in drop downs for "Yes" and "No" as well as "L" for “Low”, "M" for "Medium", “H” for “High”. You can also use “A” for a “√” and “R” for an “x” in the controls testing and substantive testing worksheets.

If you answer Yes/No in a Probe document, do you need to complete the description section?

That really depends on the question whether you have to give a further description.
If the question asks. “is it the first year of trade”, and you say "Yes" then I wouldn't necessarily insert a comment; but if it asks you whether management acted ethically and you say "No" then I would insert a comment. Always bear in mind that when you have a file review, the reviewer will look at the documentation in your engagement file.

I need the design mode password to make changes?

ProBeta has taken the decision not to allow design mode changes to all Probe documents.
 

Bearing in mind that there are some changes users will have to make, we have ‘unlocked’ various functions within form mode (change audit procedures, hiding procedures, paragraphs, etc.).

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In the newer versions of Probe (2010.07.04 and later) users have access to the design mode for the documents where some significant changes may be necessary.
1. Engagement letter
2. Representation letter
3. Minutes
4. Emoluments certificate
5. Bank confirmation letter

Can I renumber or delete Probe documents?

No.

The only documents that were designed to be renumbered and renamed are the documents in section 90 (Templates)



Due to the interdependence of Probe documents if you delete or renumber documents you may end up breaking your file.



If you feel that a document is not required for your client you can create a new folder in the Document manager, e.g. "Unused documents" and move those documents to that folder.

When I close certain documents I am not prompted to save, are my work going to be lost?

No, you will not lose any data and you do not have to click on the save icon.



The data is saved to the database immediately when a change in the document is made.

For SmartSync users data is also immediately synced to all the other connected copies of the file.

Why do I get a warning about a demo period and my documents are locked when I open my documents?

This means that you do not have the correct Probe Licence on your computer.

When installing the templates you will be prompted for all your license codes.

These license codes can be obtained from your CQS/CaseWare Africa license statement or your sales representatives.

Please always ensure that you insert all the license codes purchased when installing the template.  You also need to ensure that if you are installing the 2012 template, you insert the license codes from your 2012 license statement and when installing the 2014 template, insert the codes from the 2014 license statement.

If you do not want to reinstall your templates you can also insert your license codes by:

Openening document 10.10.02 - Firm settings

Click on the 'Enable special features' tab

Click on 'Activate' next to other

Insert your license code and click 'Ok'.

Your documents should now be unlocked.

How do I delete a risk?

Risks can be deleted by placing your cursor on the risk, right-clicking and selecting Edit risk.
You will be directed to the risk dialog where you can right-click on the risk and select Delete this risk.
Risks can only be deleted from section 13 documents.

Is there a limit on the number of risk you can raise in a section?

No there is no limit.



You can generate as much risks as required by cliking on the "Add new risk" button.

Are the exception in the work programs linked to points for partner's attention?

No it is not. Points for partner’s attention need to be manually completed within CaseWare.

You can create an issue(by right clicking on the cell) to raise exceptions as and when found.
There is an issue type - Points for partner's attention. This populates your points for partner's document 02.01.
 

When we want to insert a step in the work program, it gives an error that the knowledge library is not found.

Go into tools, default path, and ensure that the library path is correct. i.e. the destination of library path should be the same path as where the library is stored on your computer.

Deleting a procedure in a work program does not delete the sub procedures.

This happens because of the way the work programs are programmed.

The best workaround is to delete the sub procedures one by one and thereafter delete the main procedure.