Generate a KB article from an engagement

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

    • Audit managers can generate a KB article that summarizes the findings of an engagement so report findings can be communicated to executives.

    Vorbereitungen

    Role required: sn_audit_manager

    KB articles can be generated for engagements in the Awaiting approval, Follow up, and Closed complete states.

    Prozedur

    1. Navigate to All > Audit > All Engagements.
    2. Open the engagement record.
    3. Fill in the fields on the Reports tab, as appropriate.
      Tabelle : 1. Reports tab on engagement form
      Field Description
      Report template Select the report template to use for this KB article.
      KB article Read-only field that is automatically populated with a unique identification number.
    4. Click Generate report.