Generate a KB article from an engagement

Audit managers can generate a KB article that summarizes the findings of an engagement so report findings can be communicated to executives.

Before you begin

Role required: sn_audit_manager

KB articles can be generated for engagements in the Awaiting approval, Follow up, and Closed complete states.

Procedure

  1. Navigate to Audit > All Engagements.
  2. Open the engagement record.
  3. Fill in the fields on the Reports tab, as appropriate.
    Table 1. Reports tab on engagement form
    Field Description
    Report template Select the report template to use for this KB article.
    KB article Read-only field that is automatically populated with a unique identification number.
  4. Click Generate report.