Create an engagement

Audit managers create engagements 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 > Create New.
  2. Fill in the fields on the form, as appropriate.
    Table 1. Engagement form
    Field Description
    Number Read-only field that is automatically populated with a unique identification number.
    State
    • New
    • Analyze
    • Respond
    • Review
    • Closed
    Name The name of the engagement.
    Percent complete Read-only field that is automatically populated with a number representing the percentage of the engagement that has been completed.
    Assigned to The user assigned to the engagement.
    Auditors The auditors assigned to the engagement.
    Audit period start Date that work on the engagement is expected to begin.
    Approvers The approvers assigned to the engagement.
    Audit period end Date that work on the engagement is expected to end.
    Description A general description of the engagement.
    Objectives The stated objectives of the engagement.
    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.
    Results
    Result
    • Satisfactory
    • Adequate
    • Inadequate
    Opinion Justification for the selected result.
    Report
    Report template The template to be used to generate the knowledge base article reporting the engagement results.
    KB article The most recently generated knowledge base article containing the engagement results
    Activity Journal
    Additional comments Customer-viewable comments.
    Work notes Comments that are viewable by the admin, audit manager.
  3. Click Submit.