Manage an engagement from the overview page

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • After you create and save an engagement with the basic information such as the description, dates, scope, and the objectives, you can see the overview page.

    Overview page of an audit engagement

    Use the overview page to get the necessary details and monitor the state flow of the audit engagement in the stepper. You can
    • define and scope an audit engagement
    • assign team members to it
    • perform and review fieldwork
    • manage issues
    • complete the audit engagement using the different related items

    Select the Sidebar icon icon to view the scope of the engagement.

    Figure 1. Overview of an audit engagement
    Overview of an audit engagement.