Create an engagement from Audit Workbench

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sn_audit.admin or sn_audit.manager

    Procedure

    1. Navigate to All > Audit > Engagements > Workbench.
    2. Click Create Engagement.
    3. On the form, fill in the fields.
      Table 1. Engagement form
      Field Description
      Name Name of the engagement.
      Assigned to User assigned to the engagement.
      Description General description of the engagement.
      Objectives Objectives of the engagement.
      Planned start date Intended date the activity should begin.
      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.
      Audit period start Date that work on the engagement is expected to begin.
      Audit period 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.