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This article applies to:

  • Product: Guided Assurance

Edit the setup of an existing engagement in Engagement Manager

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