Scoping Auditable Units

Joeatter
Tera Expert

I'm not able to select newly created auditable units in an engagement scope. Even after I activate them and risk assess them, they are not available for selection.

 

On a side note, I imagine scoping in the auditable unit will bring in all of the entities as well as their controls/risks?

8 REPLIES 8

@nowdev777 in the audit workspace there is a Related List UX Action that allows you to add auditable units when in the scope state. Is this button present for you?

Screenshot 2026-03-27 at 12.21.13.png

@Connor Levien yes, and I have 2 active auditable units shown here and none show as available when scoping the audit via the Auditable Unit button on the Entities related list.  

 
 

Screenshot 2026-03-27 040156.pngScreenshot 2026-03-27 040405.png

Did you got the soultion?

@nowdev777 sorry for not responding, the reason why nothing is appearing is you need to make sure there is an entity for the corresponding Auditable unit. Normally OOTB there is an Entity type for Auditable units that automatically creates this but if yours is blank it may not be active, may not have run yet, or may not be set up. You simply need to make sure there is an entity type with the entity filter pointed at the auditable unit table with a filter condition to create entities when auditable unit is active