Approve or reject an engagement

Audit users that are assigned as approvers for an engagement can approve or reject engagements in the Awaiting Approval state.

Before you begin

Role required: sn_audit.user

Procedure

  1. Navigate to Audit > My Audit Approvals.
  2. Open the approval record associate with the engagement.
  3. Click Approve or Reject
    One of the following actions occurs:
    • If the engagement is approved and there are remaining open tasks or issues, it automatically moves into the Follow Up state.
    • If the engagement is approved and there are no remaining open tasks or issues, it automatically moves into the Closed state.
    • If the engagement is rejected, it automatically moves back to the Fieldwork state