Change the setup of an existing engagement
To make changes to the setup of an existing Guided Assurance engagement, do the following:
- In the left pane, selectManageand thenGuided Assurance properties.
- SelectEdit engagement setupand thenContinue.
- Select any other Guided Assurance modules you wish to include in the engagement and then selectNext.
- Select or deselect the audit areas as needed and then selectNext.
- Review the setup questions and make the appropriate changes to your answers by choosingYesorNofor each one and then selectDone.
- Your engagement will be modified. When it's finished, you will receive an alert that saysEngagement edit was successful. After you receive that message, you can close the screen.
- Go back to Engagement Manager to access your modified engagement.