audit engagement process - engagement approval

[Shurooq]

Hello, by default, when engagement is awaiting approval, it goes to either reject or approve. Afterward, it moves to complete/close if there are no remaining tasks. However, I want to automatically move the engagement to closed even if there are open tasks, but only if the engagement is approved.

Any body has an idea?

[Community Alums]

Hi @Shurooq ,

After an engagement has been approved, if there are any remaining open tasks, issues or milestones, in case of GRC Advanced Audit, associated with the engagement, the engagement automatically goes into the Follow Up state. During this stage, auditors must close out all remaining issues, tasks, and milestones before the engagement are marked as complete.

Engagements move into the "Closed" state under one of three conditions:

• The engagement is closed as incomplete during the Scope, Validate, or Fieldwork states.
• There are no open audit tasks, issues, and milestones after the engagement is approved. In this case, the engagement automatically moves from the Awaiting Approval state to the Closed state.
• All follow-up tasks, issues, and milestones are closed out. In this case, the engagement automatically moves from the Follow Up state to the Closed state.

So, you have work on the Business Rules running which works on above conditions , Like one called "Auto-close if no issues or tasks". likewise you need check on others.