Create an engagement

Audit managers create engagements to manage audit information and collect profiles, controls, and control tests that are relevant to the audit.

Before you begin

Role required: sn_audit.admin and sn_audit.manager

Procedure

  1. Navigate to Audit > Engagements > All Engagements.
  2. Click New.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Engagement form
    Field Description
    Number Read-only field that is automatically populated with a unique identification number.
    State
    • New
    • Analyze
    • Respond
    • Review
    • Closed
    Name The name of the engagement.
    Percent complete Read-only field that is automatically populated with a number representing the percentage of the engagement that has been completed.
    Assigned to The user assigned to the engagement.
    Auditors The auditors assigned to the engagement.
    Audit period start Date that work on the engagement is expected to begin.
    Approvers The approvers assigned to the engagement.
    Audit period end Date that work on the engagement is expected to begin.
    Description A general description of the engagement.
    Objectives The stated objectives of the engagement.
    Schedule
    Planned start date The intended date the activity should begin.
    Planned end date The intended date the activity should end.
    Planned duration The 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 The date that this activity actually began.
    Actual end date The date that this activity actually ended.
    Actual duration The actual duration of the project from project start to project closure. As with planned duration, the actual duration shows total project time and takes the project schedule into consideration.
    Results
    Result
    • Satisfactory
    • Adequate
    • Inadequate
    Opinion Justification for the selected result.
    Activity Journal
    Additional comments Customer-viewable comments.
    Work notes Comments that are viewable by the admin, audit manager.
  4. Click Submit.