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How to Modify Testing Set Up

This article details how to modify procedures or sampling methodology in the testing set up at both the firm level and individual engagement level.

0. Firm Level Testing Setup

Step 0a: To access Firm Testing Setup, select "Firm Testing Setup" from the left navigation pane.

Step 0b: Select each testing workpaper to modify procedures and/or sampling methodology.

1. Individual Engagement Testing Setup

 Step 1a: To access Testing Setup for an individual engagement, create a new engagement or edit an existing engagement.

Step 1b: Navigate to Step 2 of 4: Set Up Testing 

Step 1c: Select each testing workpaper to modify procedures and/or sampling methodology.

2. Modifying Testing Procedures

The below functionality applies to both Firm Level and Individual Engagement Testing Setup.

Step 2a: To modify the order of procedures, select the three gray lines icon to the left of the procedure. Drag the procedure to the preferred location.

Step 2b: Enable or disable procedures by selecting the toggle. When enabled, the toggle will appear teal. When disabled, the toggle will appear gray.

Step 2c: To create a custom procedure, select "+Add custom procedure" andenter the procedure into the text box that appears. Select 'Add Custom Procedure' button to save the custom procedure.

3. Modifying Sampling Methodology

The below functionality applies to both Firm Level and Individual Engagement Testing Setup.

For each selected workpaper, complete the below sampling methodolgy setup as appropriate for your Firm Setup or an individual engagement.

Step 3a: Set the population source (Loan Package only)

Step 3b: Set the ISI Threshold (Distribution Package, Loan Package, and Rollovers only) and ISI Identifier (Loan Package only)

For more information on ISI sampling, see this article.

Step 3c: Set the sampling method (Distribution Package only)

Step 3d: Set the Sampling Type and Size

4. Applying Firm Level Testing to Existing Engagements

If an engagement has already been created and then Firm Level Testing is updated, the existing engagement's Testing Set Up will not retroactively update. If you would like updates to Firm Setup to be applied to any existing engagements, please contact support and specify with engagements you would like to have updated.