How to create an Agile Audit engagement?
From the Cloud Menu select Agile Audit ANZ
From the Entity dropdown select the entity you wish to create the new engagement file for.
If the entity name does not appear in the immediate list, then:
Enter the name of the entity in the Search field; or
Click the navigate buttons to move though the entity list.
In the appropriate entity, click the New button, to create a new engagement file.
Within the Name field enter the name of the engagement file.
Note: The remaining fields are optional.
Click Save.
Within the Engagement Setup tab, the following fields can be modified:
Operating name: default name is the entity name, rename if required
Year end date: click on the Calendar button to change the year end date.
Click Save.
The newly created engagement file will appear in the list for the entity.
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