Generate a KB article from an engagement

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

    • Audit managers can generate a KB article that summarizes the findings of an engagement so report findings can be communicated to executives.

    Before you begin

    Role required: sn_audit_manager

    KB articles can be generated for engagements in the Awaiting approval, Follow up, and Closed complete states.

    Procedure

    1. Navigate to All > Audit > All Engagements.
    2. Open the engagement record.
    3. Fill in the fields on the Reports tab, as appropriate.
      Table 1. Reports tab on engagement form
      Field Description
      Report template Select the report template to use for this KB article.
      KB article Read-only field that is automatically populated with a unique identification number.
    4. Click Generate report.