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.