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Create an activity

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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.

Before you begin

Role required: sn_audit.admin and sn_audit.manager


  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.
    • 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.
    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.
    Additional comments Customer-viewable comments.
    Work notes Comments that are viewable by the audit manager and audit manager.
  6. Click Submit.