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How to Edit and Reprocess an Engagement

This article walks through the steps for editing an engagement and reprocessing a plan in AuditMiner

Why would I need to reprocess an Engagement?

You may reprocess any reason you'd like! Below are the most common reasons.

  • You'd like to adjust the procedures or sampling on a recordkeeper engagement and generate updated workpapers based on these adjustments
  • Incorrect input files were initially used when you first processed the engagement and you'd like to generate updated recordkeeper workpapers or payroll reports with different input files
  • Something else on the initial process was incorrect and you'd like to update it, e.g the engagement dates
  • AuditMiner Support has requested or recommended that you reprocess a plan

AuditMiner does not charge any additional fees for reprocessed plans.

Step 1: Select Engagements on the left navigation menu.

Step 2: Locate the engagement you would like to reprocess. Hover over the engagement and click anywhere in the row.

Screenshot (29)

Step 3: Navigate through your engagement and make any adjustments

Step 4: Select "Process Engagement" once finished and AuditMiner will reproduce the workpapers or reports for this engagement.

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