How to Modify Testing Set Up

This article details how to modify testing set up at both the firm level and individual engagement level.

Firm Level Testing Set Up

Step 1: Select "Firm Testing Setup" from the left navigation pane.

Step 2: Select each testing area to modify procedures.

Step 3: To modify the order of procedures, hover over the procedure and select the gray box that appears on the left. Drag the procedure to the preferred location.

Step 4: Enable or disable procedures by selecting the toggle button. When enabled, the toggle button will appear green.

Step 5: Select "Hide Disabled Procedures" to hide all deactivated procedures.

Step 6: To create a custom procedure, enter the procedure into the text box. Select 'Add Custom Procedure' to include it in the enabled procedures.

Step 7: Modify the sampling methodology below testing procedures, if applicable.

Individual Engagement Testing Set Up

Step 8: Create an engagement.

Learn how to create an engagement in this article.

Step 9: Select each testing area to modify procedures.

Procedures will automatically save as you navigate each testing section.

Step 10: Enable or disable procedures by selecting the toggle button. When enabled, the toggle button will appear green.

Step 11: To create a custom procedure, enter the procedure into the text box. Select 'Add Custom Procedure' to include it in the enabled procedures.

Step 12: To modify the order of procedures, hover over the procedure and select the gray box that appears on the left. Drag the procedure to the preferred location.

Step 13: Select "Save & Continue" to proceed to the next step in engagement processing.