Change the setup of an existing engagement

To make changes to the setup of an existing Guided Assurance engagement, do the following:
  1. In the left pane, select
    Manage
    and then
    Guided Assurance properties
    .
  2. Select
    Edit engagement setup
    and then
    Continue
    .
  3. Select any other Guided Assurance modules you wish to include in the engagement and then select
    Next
    .
  4. Select or deselect the audit areas as needed and then select
    Next
    .
  5. Review the setup questions and make the appropriate changes to your answers by choosing
    Yes
    or
    No
    for each one and then select
    Done
    .
  6. Your engagement will be modified. When it's finished, you will receive an alert that says
    Engagement edit was successful
    . After you receive that message, you can close the screen.
  7. Go back to Engagement Manager to access your modified engagement.