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Setup engagements

Create a new engagement in Onvio

Before creating your engagement, make sure you're signed into Guided Assurance from Onvio. Sign in to https://onvio.us/login/ with your username and password. Select
Profile
 and choose
View Profile
. Go to the
Guided Assurance
 tab and enter your credentials, review the license agreement, then select
Save
.
You can create a Guided Assurance engagement in Onvio by doing the following: 
  1. Select
    Menu
    .
  2. Select
    Guided Assurance
     from the list.
  3. Select
    Add
     to create a Project.
  4. Enter the information in all the mandated fields then select
    Save and Open
    .
  5. Use the toggle to activate Guided Assurance then select
    Guided Assurance Setup
    .
  6. Guided Assurance will open in another window. Choose
    Set up the engagement
     then select
    Continue
    .
  7. You'll need to setup the following:
    Industry:
    1. Select
      New
       for Source.
    2. Select the type of engagement you want to create for Engagement Type.
    3. Select your PPC Practice Aid title for Industry.
    4. Select
      Next
      .
    Audit Areas:
    1. Choose the audit areas you want to include in your engagement.
    2. Select
      Next
      .
    Setup Questions:
    1. Select the appropriate answer for each setup question by choosing
      Yes
       or
      No
       for each one.
    2. Select
      Done
      .
  8. Your engagement will now be created. Close the screen when the process is complete.
  9. Open the engagement in the
    Binder
     tab to return to Onvio.

This article applies to:

  • PRODUCT: Guided Assurance