Create an interview in Audit Workspace

Create an interview with control owners to discuss and provide 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 interview from the list.
7. On the form, fill in the fields.

   Table 1. Create New Interview form

   Field	Description
   Number	Unique identification number.
   Name	Name of the interview.
   Parent	Parent engagement.
   State	State of the interview. The default state is Open.
   Description	Detailed description of the interview.
   Assignment
   Assigned to	User assigned to the interview.
   Primary contact	User to be contacted for the interview.
   Other contacts	Other users to be contacted, if the primary contact is unavailable.
   Notes	Additional notes about the interview contacts.
   Schedule
   Planned start date	Intended start date of the interview.
   Planned end date	Intended end date of the interview.
   Planned duration	Expected duration of the interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration.
   Actual start date	Actual start date of the interview.
   Actual end date	Actual end date of the interview.
   Actual duration	Actual duration of the interview 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 state of the interview audit task in the State banner of the Overview page as the record progresses through the different process flows.