Create an audit task activity

After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly.

Before you begin

Role required: The roles required for Audit Management are sn_audit.admin and sn_audit.manager.

Following are the roles required for Lite Audit:

• sn_grc_advanced.evidence_reader
• sn_grc_advanced.evidence_requester
• sn_grc_advanced.evidence_responder
• sn_grc_advanced.evidence_admin

Procedure

1. Navigate to All > Audit > Engagements > All Engagements.
2. Open the engagement for the audit task you want to create.
   Assign audit tasks to engagement in one of the following states:

   • Validate
   • Fieldwork
3. In the Audit Tasks related list, click New.
4. In the Audit Tasks Interceptor, click Activity.
5. On the form, fill in the fields.

   Table 1. Activity form

   Field	Description
   Number	Unique identification number.
   State	Open Work in Progress Review Closed Complete Closed Incomplete Closed Skipped
   Parent	Parent audit task.
   Assigned to	User assigned to this activity.
   Short description	Brief description of the activity.
   Description	Detailed explanation of the activity.
   Schedule
   Planned start date	Intended date the activity should begin.
   Planned end date	Intended date the activity should end.
   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.
   Actual start date	Date that this activity began.
   Actual end date	Date that this activity ended.
   Actual duration	Actual duration of the project from project start to project closure.
   Activity
   Additional comments	Customer-viewable comments.
   Work notes	Comments that are viewable by the audit manager and audit manager.
   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 confidential option, see Confidentiality flag for audit and compliance records.

6. Click Submit.