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How to Reprocess a Plan

This article walks through the steps for reprocessing a plan in AuditMiner

Why would I need to reprocess a plan?

You may reprocess a plan for any of the following reasons:

  • You'd like to adjust the procedures or sampling on an engagement and generate updated workpapers based on these adjustments
  • Incorrect input files were initially used when you first processed the plan and you'd like to generate updated workpapers with different input files
  • Something else on the initial plan 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 Manage Engagements.

Step 1

Step 2: Locate the plan you would like to reprocess. Select the actions menu next to "Results Available."

Step 2

Step 3: Select "Edit Engagement."

Step 3

Step 4: Ensure the engagements details are correct. Select "Save & Continue."

Step 4

Step 5: Locate the incorrect input file. Select the "X" to remove the file.

Step 5

Step 6: Upload the correct file. Select "Save & Continue."

Step 6

Step 7: Select "Process Engagement."

Step 7