Create an engagement from Audit Workbench

The Engagement Workbench provides a timeline view from which you can select an audit engagement to view details or create a new engagement. Audit managers create engagements directly from the Workbench to manage audit information and collect profiles, controls, and control tests that are relevant to the audit.

Before you begin

Role required: sn_audit.admin or sn_audit.manager

Procedure

  1. Navigate to Audit > Engagements > Workbench.
  2. Click Create Engagement.
  3. Fill in the fields on the form, as appropriate.
    Table 1. Engagement form
    Field Description
    Name The name of the engagement.
    Assigned to The user assigned to the engagement.
    Description A general description of the engagement.
    Objectives The stated objectives of the engagement.
    Planned start date The intended date the activity should begin.
    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.
    Audit period start Date that work on the engagement is expected to begin.
    Audit period end Date that work on the engagement is expected to begin.
    Auditors The auditors assigned to the engagement.
    Approvers The approvers assigned to the engagement.
  4. Click Create.