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Set up Guided Assurance
- Create a new project or open an existing one from theProjectsscreen.
- In theSettingstab, select theEnable Guided Assuranceswitch.
- SelectGuided Assurance Setup.
- SelectSetup the engagementthenContinue.
- Select the industry source, engagement type, and industry, then selectNext.
- Mark the checkboxes next to the audit areas to include in the engagement, then selectNext.note
- You can edit the name of any audit area in the list.
- 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 appropriate answers for the set-up questions, then selectDone.
- SelectClosewhen the process is complete.
- Open the newly created engagement in theBindertab to return to Onvio.
- Select a workpaper name to open the Guided Assurance workpaper in a separate tab of your browser.
This article applies to:
- Product: Onvio
- Subject: Integration
- Audiences: Staff