Create a SMART Start Master Engagement

Create a SMART Start Master Engagement

On the
File
menu, click
New
.
Click
Master Engagement
.
The Create Master Engagement window appears.
Enter the appropriate master engagement information.
Select the database. (Use the
Browse
button to locate a remote machine/database.)
Enter the master group name (or select the name from the drop-down list).
Enter a name for the master engagement.
Enter the engagement date, or click
Date
to select from a calendar.
Select an engagement type from the drop down. Depending on your selection of the engagement type, another drop down may appear.
note
A
Select Review Type
drop-down appears if you select the Review engagement type and a
Select Compilation Type
drop-down appears if you select the Compilation engagement type. The Select Review Type drop-down comes with a
Help me decide
link to help you decide what review type to choose.
In case of the Review engagement type or Compilation engagement type, select a review type or compilation type as appropriate.
Click
Next
.
On the next window select a
practice aid
title for this engagement. (Only installed practice aid titles are listed.)
If you select a practice aid title with SMART Start data, you may see a new option called
Use SMART Start?
.

note
Click the
Help me decide
link for a summary of benefits, cautions, and other considerations when using SMART Start.
Select the
Yes
option. (The default is
No
.)

The system automatically selects the Risk Assessment module. Then it disables and deselects the Internal Control module and provides the ability to enable Disclosure and Field Work.
note
The modules available to include in the engagement depend on the engagement type you choose (in Step 3), and the system automatically selects modules, disables modules or provides the ability to enable modules based on the practice aid title you choose (in Step 5) for the engagement.
Select the software and the disclosure checklist type you wish to use.
Click
Finish
.
The system creates a new master engagement, populates the engagement with SMART Start content, opens the engagement to the first planning form in the engagement, and places the SMART Engagement Setup Questions report in the engagement as the first form in the planning area (immediately before Identified Risks).