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.

1. Navigate to Audit > Engagements > All 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
3. In the Audit Tasks Related List, click New.
4. In the Audit Tasks Interceptor, click Activity.
5. 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.

6. Click Submit.