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Engagements

Edit Engagement Setup and View Engagement Properties

Once you create an engagement, you can edit the setup or view the engagement properties.
To edit an engagement setup and view engagement properties:
  1. Open the engagement in
    SMART Practice Aids
    .
  2. On the
    Edit
     menu, click
    SMART Engagement Setup
    .
    The Smart Engagement Setup window appears.
  3. Click any of the tabs to view the engagement properties. (The tabs that appear on this window are dependent on the modules enabled in the engagement and the practice aid title used in the engagement.)
    • Use the
      Audit Areas
       (or Financial Statement Areas) tab (available in the Risk Assessment module only) to select the areas to include in the engagement by selecting the
      Include?
       column check box next to each title.
    • Use the
      Setup Questions
       tab (available in engagements with practice aid titles that contain SMART Engagement Setup Questions) to edit your answers to the Setup Questions.
    • The
      Properties
       tab contains general information about the engagement, such as client name and engagement name, status, date and time the file was last modified, and what modules are enabled. This information is not editable.
    • Use the
      Locations
       tab (available in the Internal Control module only) to edit or change the locations for an Internal Control enabled engagement.
  4. On the
    Audit Areas
     (or Financial Statement Areas) tab, click the Edit button to add or delete areas.
  5. On the
    Setup Questions
     tab, click the Edit button if you need to change your answers to the SMART Engagement Setup Questions.
  6. On the
    Locations
     tab, you can add a new location by typing the new location name in the field and then clicking the Add Location button.
  7. On the
    Properties
     tab, you can edit the client name, the engagement name, or the engagement date.
  8. Click
    OK
     to save changes and close the window.