Create an audit task activity

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly.

    Antes de Iniciar

    Role required: The roles required for Audit Management are sn_audit.admin and sn_audit.manager.

    Following are the roles required for Lite Audit:
    • sn_grc_advanced.evidence_reader
    • sn_grc_advanced.evidence_requester
    • sn_grc_advanced.evidence_responder
    • sn_grc_advanced.evidence_admin

    Procedimento

    1. Navigate to All > Audit > Engagements > All Engagements.
    2. Open the engagement for the audit task you want to create.
      Assign audit tasks to engagement in one of the following states:
      • Validate
      • Fieldwork
    3. In the Audit Tasks related list, click New.
    4. In the Audit Tasks Interceptor, click Activity.
    5. On the form, fill in the fields.
      Tabela 1. Activity form
      Field Description
      Number Unique identification number.
      State
      • Open
      • Work in Progress
      • Review
      • Closed Complete
      • Closed Incomplete
      • Closed Skipped
      Parent Parent audit task.
      Assigned to User assigned to this activity.
      Short description Brief description of the activity.
      Description Detailed explanation of the activity.
      Schedule
      Planned start date Intended date the activity should begin.
      Planned end date Intended date the activity should end.
      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.
      Actual start date Date that this activity began.
      Actual end date Date that this activity ended.
      Actual duration Actual duration of the project from project start to project closure.
      Activity
      Additional comments Customer-viewable comments.
      Work notes Comments that are viewable by the audit manager and audit manager.
      Confidentiality
      Confidential Option to enable confidentiality of the record. Only the assigned confidential users or confidential groups of users can access the record.

      For more information on confidential option, see Confidentiality flag for audit and compliance records.
    6. Click Submit.