Create an engagement from a previous engagement

Audit managers can create engagements from previous engagements to reduce the need to redefine the scope, auditors, and approvers for similar engagements that are conducted throughout the year.

Before you begin

Role required: sn_audit.admin or sn_audit.manager

Procedure

  1. Navigate to Audit > Engagement > All Engagements.
  2. If necessary, clear the search filter criteria.
  3. Open the engagement to copy from.
  4. Right-click the header of the engagement and click Copy Engagement.