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This article applies to:

  • Product: Guided Assurance
  • Subject: Audit

Add a procedure in Guided Assurance

You can add pre-defined procedures or your own custom procedures.
  1. To add pre-defined procedures to your audit program, drag and drop a procedure from the Available Procedures pane to the Selected Procedures pane:
    1. In the Selected Procedures pane, scroll to the location where you want to insert the procedure.
    2. From the
      Available Procedures
       drop-down menu, select the audit area from where you want to insert the procedure. All procedures in that audit area are displayed in the Available Procedures pane.
    3. Navigate within the Available Procedures pane and select the procedure that you want to add to the Selected Procedures pane.
    4. Drag and drop the selected procedure at the desired location.
      Procedures copied from another audit area will be treated like custom procedures.
  2. To add your own custom procedures, select Add, then
    Procedure Above
     or
    Procedure Below
     (depending on where you want it to appear).
    Custom procedures display hierarchically in the Selected Procedures plane.