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To create a new audit engagement method, follow the steps:

1. Open the Settings tab and click Library.

2. Click the New button.

3. In the General tab, fill in the Code and Name of the new method.

4. You can add a short description in the Description field (optional). Click Save.

5. The newly created method will be shown in the Library active window.

6. To open the method for further editing, either double click on it, or select it and click Edit.


For a more detailed information on how to edit an audit engagement method, please refer to the Edit Engagement Approach page.