Link between Issue and Audit Engagement

[Jan Boere]

I am looking for the reasoning behind the two different ways Issues are related to Audit Engagements.

1. When an issue is automatically created as a result of a Control Test failure, the Issue becomes visible on the 'Control Test Issues' tab on the Audit Engagement. When looking at the issue though, the Engagement field on the Engagement tab is not filled!
2. When an issue is created via the related links section on an Audit Task, or straight from the 'other issues' tab on the engagement, the issue becomes visible on the 'Other issues' tab and when looking at the issue, the Engagement field on the Engagement tab is filled!

I can understand that Control Test Issues are a different kind of issues compared to issues resulting from Audit Tasks, but according to my logic I would expect that ALL issues have the Engagement field filled, and based on Issue Type you can distinguish the Control Test Failures from the others.

When creating some report/dashboard on Issues/Engagements it is easy to miss out on the control test issues.

--> Can anyone explain what the logic is behind the two different ways of linking?
--> What would break if Issues resulting from Control Test failures would also automatically get their Engagement field filled (by making a small modification)?

Thanks!

[venkatesh28]

Hi,

Linking Engagement on Issue in both the ways can be done.

Especially, linking an Engagement on Control test failure will let you know more insights on the audit that is getting performed.

We have added a Ui section "Enagagement" and auto populates it whenever a Issue is created because of control test failure.

I suggest you to do same..it helps in each and every possible way of traction like - reporting, issue triage etc.

Hope, this Helps!!

[Jan Boere]

Hi Venkatesh,

Thanks for replying. Exactly the solution I was also thinking about implementing. It seems logical.

I just can't see the logic why it isn't working like this out of the box...

Have you seen any downsides of autofilling the engagement on the Control Test Issues? e.g. double numbers in reports, etc.?

Thanks!

JW

[Sharif Nawaz]

In ServiceNow, you can create a relationship between an Issue and an Audit Engagement by using a reference field. A reference field is a field that links one record to another in the platform.

Here are the steps to create a reference field in ServiceNow:

1. Go to the Issue table in the System Definition module.
2. Open the form layout editor by clicking on the form layout.
3. Add a new reference field by clicking on the Reference field type.
4. Give the reference field a name, such as "Audit Engagement."
5. Set the reference field to reference the Audit Engagement table.
6. Save the form layout and close the editor.

Now, when creating or editing an Issue, you can select the related Audit Engagement from the reference field. This creates a link between the two records in the platform, allowing you to easily navigate from an Issue to its related Audit Engagement and vice versa.

Note: The exact steps for creating a reference field may vary based on the version of ServiceNow you are using.

Please mark it helpful, if it helps.