Approve or reject an engagement

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Audit users that are assigned as approvers for an engagement can approve or reject engagements in the Awaiting Approval state.

    Before you begin

    Role required: sn_audit.user

    Procedure

    1. Navigate to All > Audit > My Audit Approvals.
    2. Open the approval record associated with the engagement.
    3. Click Approve or Reject
      One of the following actions occurs:
      • If the engagement is approved and there are remaining open tasks or issues, it automatically moves into the Follow Up state.
      • If the engagement is approved and there are no remaining open tasks or issues, it automatically moves into the Closed state.

      • If the engagement is rejected, it automatically moves back to the Fieldwork state