Guided Assurance

Edit Guided Assurance engagement properties

You can edit your Guided Assurance engagement's properties from Engagement Manager.
  1. Choose an engagement to edit.
  2. Select Open the Manage dropdown.
    Manage
    , then select
    Guided Assurance properties
    .
  3. Guided Assurance will open in a new window. Select
    Edit engagement setup
     then
    Continue
    .
  4. Select
    Next
     to go to the Engagement Type step.
  5. Make your changes and select
    Next
    .
  6. In step 3, edit the audit areas of your engagement then select
    Next
    .
  7. Edit any Setup Question answers, then select
    Done
    .
  8. note
    Guided Assurance tells you the result of your changes when you make them.
  9. Guided Assurance tells you when your changes have been saved.
    Confirmation Message: Edit is complete. Engagement edit was successful.
  10. Close the tab or window to return to Engagement Manager.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Engagements