Create a milestone for an engagement

Create a milestone for an engagement to track the progress of an engagement. You can also add audit tasks to a milestone.

Before you begin

Role required: sn_audit.manager, sn_audit_ws.supervisor

About this task

A milestone is used to track the progress of an engagement.

After you create milestones for an engagement, you can also add audit tasks to the milestone. You can track those tasks as milestones.

You can assign a milestone to a user who is responsible for the milestone. The assigned user must have the sn_audit.user role. The assigned user then receives a notification about the assignment.

If an engagement moves to the Follow Up state, and if there are no open audit tasks, open milestones, or open observations, then the engagement moves to the Closed state.

Procedure

1. Navigate to All > Audit > Audit Workspace.
2. Select the lists icon ().
3. Select All engagements or My engagements in the Execution list.
4. Select the link to the engagement record in the Name column.
5. Select the Milestones tab.
6. Select New.
7. On the form, fill in the fields.

   Table 1. Create New Milestone form

   Field	Description
   Number	Unique number of the milestone. This number is automatically generated.
   Name	Name of the milestone.
   Parent	Parent engagement of the milestone.
   Type	Audit milestone type. The choices are: Scoping Planning Fieldwork Follow up Reporting Closure
   State	State of the milestone. The default state is Open.
   Percent complete	Percentage of milestone completed. When a value is entered in this field, the state changes to Work in progress.
   Key milestone	Option to mark the milestone as important.
   Auto complete and close	Option to mark the milestone as close complete when all the associated audit tasks are completed and closed. If this option is enabled, then the percent complete is automatically updated according to the number of tasks marked as closed complete.
   Description	Brief description of the milestone.
   Assignment
   Assignment group	Group responsible for the milestone. The group members must have the sn_audit.user role assigned.
   Assigned to	Person responsible for working on the milestone.
   Schedule
   Due date	Expected completion date of the milestone.
   Completion date	Actual completion date of the milestone.
   Closed date	Actual close date of the milestone.
   Activity
   Additional comments	Comments that customers can also view.
   Work notes (Private)	Comments that only the administrator and audit supervisor can view.

8. Select Save.
   You can view the description of the Milestone record and monitor its status in the State banner of the default Overview page.