Setup checklist for the GRC Advanced Audit application

Complete the checklist that includes the setup tasks required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation.

Before you begin

Role required: admin

Consider creating and printing a PDF of this checklist topic. You can then check off tasks as you complete them.

Procedure

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   Table 1. Audit Management application checklist

   Item	Description
   	As an audit manager, and IT project manager, create an audit plan to manage different types of audits in a periodic manner and group engagements in a logical manner. For details see, Create an audit plan
   	As an audit user or an audit manager, create auditable units with entities such as business units, departments, vendors, products, business processes, business applications, locations, authority documents, and policies to perform risk assessments on the auditable units. For details, see Create an auditable unit
   	As an audit manager, use the advanced planning capabilities to create an engagement that automatically creates an engagement project. For details, see Create an engagement with advanced planning
   	As an audit manager, create milestones that can be used to track the progress of an engagement. After you create milestones for an engagement, you can also add audit tasks to the milestone and track those tasks as milestones. For details see, Create an engagement milestone
   	As a resource user, you can create a resource plan from the Resource Management application for any task such as demand, project, project task, incident, problem, or change. You can edit and adjust the plan until you submit it for approval. For details see, Create a resource plan
   	As an IT project manager, create a cost plan to specify the unit cost of a cost type for a fiscal period. Project cost plans capture the costs of projects. For details see, Create a cost plan
   	Audit observations are the results of an audit. As an important part of the audit report, audit observations represent the results of reviews, analysis, interviews, and discussions. For details see, Audit observations
   	As an audit user, request evidence. Evidence request is used by audit and compliance teams for requesting supporting documents during an audit. Auditors and compliance teams require these documents from the first line of defense. For details see, Request evidence for audit