---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create an interview

# Create an interview {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

After defining a control, audit managers create interviews with control owners to
discuss and provide documented evidence of whether the associated control is operating
correctly.

## Before you begin

Role required: sn_audit.admin and sn_audit.manager

## Procedure

1. Navigate to AllAuditEngagementsAll 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
   * Awaiting approval
   {#t_CreateAnInterview__ul_mk2_gjj_mv}
3. In the Audit Tasks Related List, click New.
4. In the Audit Tasks Interceptor, click Interview.
5. On the form, fill in the fields.  
   {#t_CreateAnInterview__table_nht_mjj_mv__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique identification number. |
   | State | * Open * Work in Progress * Review * Closed Complete * Closed Incomplete * Closed Skipped {#t_CreateAnInterview__ul_ccj_nmj_mv} |
   | Parent | Parent audit task. |
   | Assigned to | User assigned to this interview. |
   | Short description | Brief description of the interview. |
   | Description | Detailed explanation of the interview. |
   | Schedule ||
   | Planned start date | Intended date the interview should begin. |
   | Planned end date | Intended date the interview should end. |
   | Planned duration | Expected duration of this interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration. |
   | Actual start date | Date that this interview began. |
   | Actual end date | Date that this interview ended. |
   | Actual duration | Duration of the interview from interview start to interview end. |
   | Assignment ||
   | Primary Contact | User to contact for this interview. |
   | Other Contacts | Other users to contact for this interview, if the primary contact is unavailable. |
   | Notes | Additional notes about the interview contacts. |
   | Activity ||
   | Additional comments | Customer-viewable comments. |
   | Work notes | Comments that are viewable by the audit administrator 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](https://servicenow-prod.fluidtopics.net/TWV43mDPBfODaXMrhD5aEg "You can set the confidentiality flag at the record level for an issue, engagement, observation, control test, activity, interview, and walkthrough records. The users whom you determine to view and update these records are allowed users."). |
   [Table 1. Interview form]

   {#t_CreateAnInterview__table_nht_mjj_mv}
6. Click Submit.
{#t_CreateAnInterview__steps_ojj_bkj_mv}

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