Edit an engagement for Checkpoint Engage

  1. Launch an existing Checkpoint Engage project from the Projects screen.
  2. In the Settings tab, click the Checkpoint Engage Setup link, choose the Edit engagement setup option and click Continue.
    • Step 1: Audit Areas – Mark the checkboxes next to items that you'd like to include in the engagement, and click Next.

      Notes

      • You can click the the name of an audit area in the list to rename it.
      • Audit areas that have a question mark cpe question mark next to them cannot be removed from the Checkpoint Engage project in Onvio due to associated risks.
    • Step 2: Setup Questions – Select the appropriate answers and click Done.
  3. Click Close when the process is complete.
  4. Return to the Binder tab to view the updated engagement.

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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