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If you are licensed for Guided Assurance, you can open and edit set up options for the project via the Settings tab. 

1. Open an existing Guided Assurance project from the Projects screen.
2. In the Settings tab, click the Guided Assurance Setup link, choose the Edit engagement setup option and click Continue.
   • Step 1: Audit Areas – Mark the checkboxes next to audit areas to include in the engagement, and click Next.

     Notes

     • You can click the the name of an audit area in the list to rename it.
     • You cannot remove audit areas that have a question mark next to them from the Guided Assurance project in due to associated risks.
   • Step 2: Setup Questions – Select the appropriate answers for the setup questions and click Done.
3. Click Close when the process is complete.
4. Return to the Binder tab to view the updated engagement.

Guided Assurance project setup overview

Add Guided Assurance documents in the binder

Run Guided Assurance diagnostics