Create an interview

After defining a control, audit managers create interviews with control owners to discuss and provide documented evidence of whether the associated control is operating correctly.

Before you begin

Role required: sn_audit.admin and sn_audit.manager

Procedure

  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 Interview.
  5. Fill in the fields on the form, as appropriate.
    Table 1. Interview 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 interview.
    Short description A brief and general description of the interview.
    Description A more detailed explanation of the interview.
    Schedule
    Planned start date The intended date the interview should begin.
    Planned end date The intended date the interview should end.
    Planned duration The expected duration of this interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration.
    Actual start date The date that this interview actually began.
    Actual end date The date that this interview actually ended.
    Actual duration The actual duration of the interview from interview start to interview end.
    Assignment
    Primary Contact The user to contact for this interview.
    Other Contacts Other users to contact for this interview, if the primary contact is unavailable.
    Notes Additional notes about the interview contacts.
    Activity
    Additional comments Customer-viewable comments.
    Work notes Comments that are viewable by the audit manager and audit manager.