Update an assigned control test in Audit Workspace

Use the Audit Workspace to ensure compliance with the established internal control procedures by reviewing records, reports, operating practices, and documentation.

Before you begin

Role required: sn_audit_ws.auditor, sn_audit.user

Procedure

1. Navigate to All > Audit > Audit Workspace.
2. Click the tasks icon ().
   The workspace opens listing All tasks assigned to you in the My pending tasks related list.
3. Move the state to Work In progress, and enter the details.
   You can move the control test to Review state if all required information are entered.
4. To approve a control test that requires your approval, click the Needs my approval button.
   1. Click the link to open the control test in the State column.
   2. Review the control test details and click the State list to update the requested control test to an appropriate state.

      The choices are:

      • Not Yet Requested
      • Requested
      • Approved
      • Rejected
      • Cancelled
      • No Longer Required
   3. Click Save.
5. Click the Details tab.
6. Review the control test details and click the State list to update it to an appropriate state.
   You can now move the state of the control test to Close Complete.
7. Click Save.