Edit an engagement for Checkpoint Engage

If you are licensed for Checkpoint Engage, you can open and edit set up options for the project via the Settings tab. 

  1. Open 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 audit areas 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.
      • You cannot remove audit areas that have a question mark cpe question mark next to them from the Checkpoint Engage project in due to associated risks.
    • Step 2: Setup Questions – Select the appropriate answers for the setup questions 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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