Create an engagement from Audit Workbench

The Engagement Workbench provides a timeline view from which you can select an audit engagement to view details or create a new engagement. Audit managers create engagements directly from the Workbench to manage audit information and collect entities, controls, and control tests that are relevant to the audit.

Before you begin

Role required: sn_audit.admin or sn_audit.manager

Procedure

1. Navigate to All > Audit > Engagements > Workbench.
2. Click Create Engagement.
3. On the form, fill in the fields.

   Table 1. Engagement form

   Field	Description
   Name	Name of the engagement.
   Engagement lead	User assigned to the engagement.
   Description	General description of the engagement.
   Objectives	Objectives of the engagement.
   Fieldwork planned start	Intended date the activity should begin.
   Fieldwork planned duration	Expected duration of this activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration.
   Engagement planned start	Date that work on the engagement is expected to begin.
   Engagement planned end	Date that work on the engagement is expected to end.
   Auditors	Auditors assigned to the engagement.
   Approvers	Approvers assigned to the engagement.

4. Click Create.