This article applies to:

Edit an engagement for Guided Assurance

If you're licensed for Guided Assurance, you can open and edit set-up options for the project on the Settings
tab.

Open an existing Guided Assurance project from the

Projects

screen.

In the Settings
tab, select Guided Assurance Setup
.

Select Edit engagement setup
then select Continue
.

Mark the checkboxes next to the audit areas you want to include in the engagement, then select Next
.

note

You can select the name of an audit area in the list to rename it.

You can't remove audit areas that have a question mark

next to them from the Guided Assurance project due to associated risks.

Select the answers for the set up questions, then select Done
.

Select Close
when the process is complete.

Return to the Binder
tab to view the updated engagement.