Create an engagement from Audit Workbench

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The Engagement Workbench provides a timeline view from which you can select an audit engagement to view details or create a new engagement. Audit managers create engagements directly from the Workbench to manage audit information and collect entities, controls, and control tests that are relevant to the audit.

    Vorbereitungen

    Role required: sn_audit.admin or sn_audit.manager

    Prozedur

    1. Navigate to All > Audit > Engagements > Workbench.
    2. Click Create Engagement.
    3. On the form, fill in the fields.
      Tabelle : 1. Engagement form
      Field Description
      Name Name of the engagement.
      Engagement lead User assigned to the engagement.
      Description General description of the engagement.
      Objectives Objectives of the engagement.
      Fieldwork planned start Intended date the activity should begin.
      Fieldwork planned duration Expected duration of this activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration.
      Engagement planned start Date that work on the engagement is expected to begin.
      Engagement planned end Date that work on the engagement is expected to end.
      Auditors Auditors assigned to the engagement.
      Approvers Approvers assigned to the engagement.
    4. Click Create.