Edit the setup of an engagement in Onvio

Do the following to make changes to the setup of an existing Guided Assurance engagement in Onvio:
  1. Go to the Settings tab and select
    Guided Assurance Setup
    .
  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 Onvio to access your modified engagement.