Create an interview

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

    • After defining a control, audit managers create interviews with control owners to discuss and provide documented evidence of whether the associated control is operating correctly.

    Before you begin

    Role required: sn_audit.admin and sn_audit.manager

    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
      • Awaiting approval
    3. In the Audit Tasks Related List, click New.
    4. In the Audit Tasks Interceptor, click Interview.
    5. On the form, fill in the fields.
      Table 1. Interview 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 interview.
      Short description Brief description of the interview.
      Description Detailed explanation of the interview.
      Schedule
      Planned start date Intended date the interview should begin.
      Planned end date Intended date the interview should end.
      Planned duration Expected duration of this interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration.
      Actual start date Date that this interview began.
      Actual end date Date that this interview ended.
      Actual duration Duration of the interview from interview start to interview end.
      Assignment
      Primary Contact User to contact for this interview.
      Other Contacts Other users to contact for this interview, if the primary contact is unavailable.
      Notes Additional notes about the interview contacts.
      Activity
      Additional comments Customer-viewable comments.
      Work notes Comments that are viewable by the audit administrator 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.