---
sourceDocument: Zurich Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Audit Workspace Limited

# Audit Workspace limited {#ariaid-title1}

Release version: Zurich  
Updated July 31, 2025  
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## Summary of Audit Workspace limited

The Lite Audit Workspace is a streamlined version of the Audit Management workspace designed to simplify audit processes.
It allows ServiceNow customers to manage audit engagements, associate entities with these engagements, and create audit activities efficiently.
When the advanced core store app is installed, users can also link evidence to engagements, enhancing audit traceability and compliance.
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## Key Features

* **Role-Based Access:** The workspace includes four primary roles---sharedadmin, sharedmanager, shareduser, and sharedapprover---each with defined permissions for creating, reading, updating, and deleting engagements, activities, and entity associations.
* **Engagement Management:** Users with the sharedmanager role can create new audit engagements and manage activities within those engagements.
* **Evidence Management:** When the advanced evidence app is installed, users can handle evidence requests, collections, and responses. Specific roles control access to these features:
  * **Evidence Reader:** Read-only access to evidence data.
  * **Evidence Requester:** Create, update, and review evidence, including approval or rejection.
  * **Evidence Responder:** Create and update evidence-related data.
  * **Evidence Admin:** Full create, read, update, and delete (CRUD) access for evidence management.
* **Entity Scoping:** Defines which organizational entities are included in each audit engagement, ensuring clarity on audit scope---for example, including the finance department and related business services.
* **Activity and Audit Tasks:** Facilitates the creation of audit tasks focused on collecting and documenting evidence to demonstrate compliance with regulations and policies.

## Key Outcomes

* Efficient management of audit engagements and related activities tailored to user roles and responsibilities.
* Clear visibility and control over evidence collection and review processes, improving audit quality and compliance.
* Defined entity scoping helps auditors focus audits on relevant organizational units and dependencies.
* Streamlined workflows help auditors document compliance effectively, supporting regulatory requirements and internal policies.  
The Lite Audit workspace is a simplified version of the Audit Management workspace. In this workspace, you can access engagements, add existing entities to an engagement, and create activities. If the advanced core store app is
installed, evidence(s) can also be associated with the engagement.  
The Lite Audit Workspace comes with the following roles:

* sn_audit.shared_admin
* sn_audit.shared_manager
* sn_audit.shared_user
* sn_audit.shared_approver
{#lite-audit-workspace__ul_g24_qs3_1gc}

## Access of the different roles {#lite-audit-workspace__section_tbh_j5s_tqb}

The following table lists the features that you can access with the different roles.{#lite-audit-workspace__table_syj_kcj_jpb__entry__5}

| Features | Create | Read | Update | Delete |
|-|-|-|-|-|
| Engagement | Shared audit manager | Shared audit user | Shared audit manager | Shared audit admin |
| Activity | Shared audit manager | Shared audit user | Shared audit manager | Shared audit admin |
| Entity to engagement | Shared audit manager | Shared audit user | Shared audit manager | Shared audit manager |
[Table 1. Access to the different roles]

{#lite-audit-workspace__table_syj_kcj_jpb}

## Accessing the Lite Audit Workspace Home page {#lite-audit-workspace__section_bxl_1xz_bgc}

Navigate to AllAudit Workspace.

You can view all engagements where you are assigned as the Auditor or Engagement Lead. You can also view the activities associated with those engagements.

From the homepage, if you have the sn_audit.shared_manager role,
you can create new engagements and if you have the sn_grc_advanced.evidence_requester role, you can create evidence requests.

## Evidence feature access {#lite-audit-workspace__section_urg_5v3_1gc}

The Evidence feature provides access to evidence requests, collection details, and evidence responses. The following feature roles are introduced to perform various operations:

* sn_grc_advanced.evidence_reader: Can read evidence requests, collection details, and evidence responses.
* sn_grc_advanced.evidence_requester: Can create and update evidence requests, collection details, and evidence responses. Also, have access to review, approve, or reject evidence responses.
* sn_grc_advanced.evidence_responder: Can create and update evidence requests, collection details, and evidence responses.
* sn_grc_advanced.evidence_admin: Can create, read, update, and delete evidence requests, collection details, and evidence responses.
{#lite-audit-workspace__ul_hmf_mx3_1gc}

## Entity scoping {#lite-audit-workspace__section_wrv_blj_cgc}

Scoping an entity in an engagement identifies which entities are involved in the audit. For example, in a financial audit, this may include the finance department and all business services it depends on.

## Activity Audit task {#lite-audit-workspace__section_ydl_clj_cgc}

Audit activities involve collecting and documenting evidence to show that the organization complies with external regulations and internal policies. For more information, see [Create an audit task activity](https://www.servicenow.com/docs/XWOPblGi4unD7QpINe90tw "After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly.").

## Evidence request {#lite-audit-workspace__section_xm1_dlj_cgc}

Audit evidence refers to all information used by auditors to form their audit opinion. This includes data from accounting records, financial statements, and other relevant sources. Evidence is cumulative and may come from current
audit procedures as well as prior audits. For more information, see [Request evidence for audit using two-step process](https://www.servicenow.com/docs/jeYOSrwxFEcGsxI8ocsj3w "Request evidence at any stage during an audit. The details about the items for which evidence is requested are also provided to the person responsible for providing the evidence.").

*[\>]: and then