Create an activity in the Audit Workspace

Create an activity that explores and provides documented evidence of whether the associated control is operating correctly or not.

Before you begin

Role required: sn_audit.manager, sn_audit_ws.supervisor

Procedure

1. Navigate to All > Audit > Audit Workspace.
2. Select the lists icon ().
3. Select All engagements or My engagements in the Execution list.
   Assign an audit task to an engagement that is in one of the following states:

   • Validate
   • Fieldwork
4. Select the link to the engagement record in the Name column.
   The engagement record details open in the Overview tab.
5. Select the Audit tasks related list.
6. Click the grouped button below the related lists and select New activity from the list.
7. On the form, fill in the fields.

   Table 1. Create New Activity form

   Field	Description
   Number	Unique identification number.
   Name	Name of the activity.
   Parent	Parent audit task or parent engagement.
   State	State of the activity. The default state is Open.
   Description	Detailed description of the activity.
   Assignment
   Assigned to	User assigned to the activity.
   Schedule
   Planned start date	Intended start date of the activity.
   Planned end date	Intended end date of the activity.
   Planned duration	Expected duration of the activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration.
   Actual start date	Actual start date of the activity.
   Actual end date	Actual end date of the activity.
   Actual duration	Actual duration of the activity from its start to its closure.
   Activity
   Additional comments	Comments that customers can also view.
   Work notes (Private)	Comments that the audit manager and audit supervisor can only view.
   Confidentiality
   Confidential	Option to enable confidentiality of the record. Only the assigned confidential users or confidential groups of users can access the record. For more information on the confidential option, see Confidentiality flag for audit and compliance records.

8. Select Save.
   You can monitor the status of the activity in the State banner of the Overview page.