Contents Governance, Risk, and Compliance (GRC) Previous Topic Next Topic Create an activity Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Create an activity After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly. Before you beginRole required: sn_audit.admin and sn_audit.manager Procedure Navigate to Audit > Engagements > All Engagements. 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 In the Audit Tasks Related List, click New. In the Audit Tasks Interceptor, click Activity. Fill in the fields on the form, as appropriate. Table 1. Activity form Field Description Number Read-only field that is automatically populated with a unique identification number. State Open Work in Progress Review Closed Complete Closed Incomplete Closed Skipped Parent The parent audit task. Assigned to The user assigned to this activity. Short description A brief and general description of the activity. Description A more detailed explanation of the activity. 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. Activity Additional comments Customer-viewable comments. Work notes Comments that are viewable by the audit manager and audit manager. Click Submit. On this page Send Feedback Previous Topic Next Topic
Create an activity After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly. Before you beginRole required: sn_audit.admin and sn_audit.manager Procedure Navigate to Audit > Engagements > All Engagements. 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 In the Audit Tasks Related List, click New. In the Audit Tasks Interceptor, click Activity. Fill in the fields on the form, as appropriate. Table 1. Activity form Field Description Number Read-only field that is automatically populated with a unique identification number. State Open Work in Progress Review Closed Complete Closed Incomplete Closed Skipped Parent The parent audit task. Assigned to The user assigned to this activity. Short description A brief and general description of the activity. Description A more detailed explanation of the activity. 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. Activity Additional comments Customer-viewable comments. Work notes Comments that are viewable by the audit manager and audit manager. Click Submit.
Create an activity After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly. Before you beginRole required: sn_audit.admin and sn_audit.manager Procedure Navigate to Audit > Engagements > All Engagements. 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 In the Audit Tasks Related List, click New. In the Audit Tasks Interceptor, click Activity. Fill in the fields on the form, as appropriate. Table 1. Activity form Field Description Number Read-only field that is automatically populated with a unique identification number. State Open Work in Progress Review Closed Complete Closed Incomplete Closed Skipped Parent The parent audit task. Assigned to The user assigned to this activity. Short description A brief and general description of the activity. Description A more detailed explanation of the activity. 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. Activity Additional comments Customer-viewable comments. Work notes Comments that are viewable by the audit manager and audit manager. Click Submit.
