--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-xanadu-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zx bundleId : - delta3zx --- # Combined Audit Management release notes for upgrades from Xanadu to Zurich # Combined Audit Management release notes for upgrades from Xanadu to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 8 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Audit Management Release Notes for Upgrades from Xanadu to Zurich This consolidated release note provides a comprehensive summary of the new features, changes, and important information for ServiceNow Audit Management customers upgrading from the Xanadu release family through Yokohama to Zurich. It is designed to assist you in preparing for your upgrade by detailing enhancements, user role updates, configuration improvements, and activation instructions, ensuring a smooth transition and optimal use of Audit Management capabilities. Show full answer Show less ## Key Features * **Audit Report Generation (Xanadu):** Generate audit reports using Microsoft Word templates within the Audit Workspace, with cloud document management options including Microsoft SharePoint and sysattachments. * **Cloud Document Management (Xanadu \& Yokohama):** Upload and link cloud files to any record in ServiceNow, supporting efficient document sharing and management across audit records. * **User Role Enhancements (Xanadu):** Introduction of Audit approver and Audit reader roles for streamlined approval processes and exclusive read access to audit entities, classified as lite operator roles for lighter business operations. * **Entity-Based Access (Yokohama):** Configure access based on entities, entity classes, and types allowing qualified users with required roles to access specific audit-related tables. * **Matrix Reporting (Yokohama):** Use the Matrix report in the Audit Workspace to analyze relationships among variables, assess risks, and document controls effectively. * **Audit Period Date Fields (Zurich):** Set audit period start and end dates on Engagement records to filter indicator results within defined timeframes, enabling focused audits on past or future periods without affecting overall engagement timelines. * **Unified Content Management \& Content Accelerator (Zurich):** Simplify installation of pre-configured content packs, including the Digital Operational Resilience Act (DORA) pack with citations and authority documents accessible via the Audit Workspace. * **Enhanced Evidence Requests (Zurich):** Create evidence responses directly in one step with additional source and context data, supported by new dedicated feature roles for evidence management. * **Integration with IT Asset Management (Zurich):** Lightweight Audit Management workspace available for ITAM customers, providing core audit functionalities such as engagement tracking, entity scoping, activities, and evidence management when Advanced Core is installed. * **Accessibility Improvements (Yokohama):** Configurable workspace supports WCAG 2.1 Level AA conformance and reflow functionality for zooming up to 400% without loss of content or functionality, enhancing usability for users with low vision. * **Coral Theme (Zurich):** Introduction of a new default Coral theme for portals, web, and mobile experiences providing a fresh, brand-neutral look with an optional dark theme. ## Changes * **Domain Separation (Xanadu):** Enhanced domain assignment process to better segregate data for Managed Service Providers within Audit Management and Advanced Audit. * **Role Updates (Xanadu):** Approvers for engagements and audit plans can leverage the Audit approver role as a lite operator role to approve audit workflows. * **Configurable Workspace Reflow (Yokohama):** Support for zooming content up to 400% without loss of functionality in the Audit Management workspace. * **Theme Update (Zurich):** Adoption of Coral as the default theme enhances user experience with updated visuals across portal and mobile interfaces. ## Activation and Installation Audit Management is available through the ServiceNow Store. To activate the application, customers must request installation via the ServiceNow Store. This process applies consistently across the Xanadu, Yokohama, and Zurich releases. ## Practical Benefits for ServiceNow Customers * Improved audit reporting with user-friendly Microsoft Word templates and cloud document management simplifies collaboration and record-keeping. * Role-based access control allows for precise permission management, supporting both full and lite operator roles for efficient audit operations. * Audit period filtering enables targeted audits over specific timeframes without disrupting overall engagement schedules. * Accessibility enhancements ensure compliance with WCAG standards, improving usability for diverse user needs. * Content Accelerator streamlines compliance by providing ready-to-use content packs, such as for DORA, reducing manual effort. * The lightweight Audit Management workspace integration with ITAM allows for streamlined audit activities within asset management contexts. * The new Coral theme and reflow support enhance user interface experience across devices and accessibility conditions. By understanding these features and changes, ServiceNow customers can better plan and execute their Audit Management upgrades, ensuring they leverage the latest functionalities to improve audit efficiency, compliance, and user experience. Consolidated page of all release notes for Audit Management from Xanadu to Zurich. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family Audit Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading Audit Management to Zurich Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-auditmanagement-summary__entry__2} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## New features Between your current release family and Zurich, new features were introduced for Audit Management. {#dfrn3-auditmanagement-summary__entry__10} | Release | Release notes | |-|-| | Xanadu | [Generate an audit report for an engagement using Microsoft Word template](https://www.servicenow.com/docs/access?context=generate-audit-report&family=xanadu&ft:locale=en-US) : Use the Audit Workspace to generate audit reports for an engagement using Microsoft Word template to collaborate with your auditors in an effortless and user-friendly manner. You can manage the generated report as a cloud file either on cloud (Microsoft SharePoint) or as a sys_attachment that is attached to the engagement record. [Cloud document management](https://www.servicenow.com/docs/access?context=manage-cloud-docs-using-onedrive-int&family=xanadu&ft:locale=en-US) : Upload documents from your local computer as cloud files and link them to any record in ServiceNow. You can upload files to a predefined folder path and location. [User role enhancements in Audit Management](https://www.servicenow.com/docs/access?context=r_RolesInstallWAudit&family=xanadu&ft:locale=en-US) : The following roles have been added: * Use the Audit approver (sn_audit.approver) role to approve an engagement and audit plan. Anyone with this role can be a part of an approver list. This role is also classified as a lite operator role. * Use the Audit reader (sn_audit.reader) role to view the audit-related entities, such as engagements, plans, observations, and audit tasks. Anyone with this role has exclusive read access to all the entities in the Audit Management application. This role is also classified as a lite operator role. | | Yokohama | [Entity Based Access for Audit Management](https://www.servicenow.com/docs/access?context=c_Engagements&family=yokohama&ft:locale=en-US) : Entity-based access enables you to create configurations for entities, entity classes, and entity types. When a user is qualified based on these configurations and has the minimum required roles, they can access to the following tables: * Engagement * Test Plan * Control Test * Observation * Control to Engagement * Test Plan to Engagement * Risk to Engagement * Issue to Engagement * Entity to Engagement [Matrix report in the Audit Workspace](https://www.servicenow.com/docs/access?context=matrix-report-audit-ws&family=yokohama&ft:locale=en-US) : Analyze relationships between different variables by using a Matrix report that presents data in a structured format. Assess and document risks and the internal controls designed to mitigate those risks through the Risk and Controls Matrix. | | Zurich | [Audit period start and end dates](https://www.servicenow.com/docs/access?context=t_CreateEngagement&family=zurich&ft:locale=en-US) : Set audit period start and end dates directly on Engagement records to focus audits on specific time-frames. The system displays only indicator results that fall within your defined audit period, keeping the audit time-frame separate from the overall engagement time-frame. This helps you audit past or future periods without affecting the broader engagement timeline. [Unified content management](https://www.servicenow.com/docs/access?context=unified-content-management_0&family=zurich&ft:locale=en-US) : Simplify the installation of pre-configured content packs with the new Unified content management icon in the Audit Workspace. Content Accelerator includes the Digital Operational Resilience Act (DORA) content pack, offering citations and authority documents for DORA compliance. Audit shared manager and Audit WS supervisor roles can access Content Accelerator. [Enhancement to evidence request](https://www.servicenow.com/docs/access?context=evidence-request&family=zurich&ft:locale=en-US) : Create evidence response directly in one step. This bypasses the step involved in creation of evidence request and collection details. Evidence response is enhanced with additional data of source and context. To leverage evidence capabilities, feature roles have been introduced: * sn_grc_advanced.evidence_reader * sn_grc_advanced.evidence_requester * sn_grc_advanced.evidence_responder * sn_grc_advanced.evidence_admin [Integration with ITAM](https://www.servicenow.com/docs/access?context=solutions-gallery&family=zurich&ft:locale=en-US) : Leverage Audit Management support as an ITAM customer through dedicated feature roles. A lightweight version of the Audit Management workspace is available, which includes the following features: * On the Audit Management home page, you can track Timeline, Engagements, Tracking, Create evidence request, and . * The lightweight Audit Management also includes the key capabilities, such as Engagement, Entity Scoping, Activities, and Evidence when Advanced Core is installed. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Audit Management features. {#dfrn3-auditmanagement-summary__entry__18} | Release | Release notes | |-|-| | Xanadu | [Domain separation and Audit Management](https://www.servicenow.com/docs/access?context=audit-management-domain-separation&family=xanadu&ft:locale=en-US) : Changes are made to the domain assignment process to manage data segregation by the Managed Service Providers related to the objects in Audit Management and Advanced Audit. [Role change for users approving workflows](https://www.servicenow.com/docs/access?context=r_RolesInstallWAudit&family=xanadu&ft:locale=en-US) : Approvers for an engagement and audit plan can also use the Audit approver (sn_audit.approver) role as a lite operator role to approve audit workflows. | | Yokohama | [Reflow for Configurable Workspace](https://www.servicenow.com/docs/access?context=auto-reflow&family=yokohama&ft:locale=en-US) : The Audit Management configurable workspace supports reflow, which enables pages and content to be zoomed up to 400% through your browser settings without loss of content or functionality. | | Zurich | Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. | [ ] ## Removed Between your current release family and Zurich, some Audit Management features or functionality were removed. {#dfrn3-auditmanagement-summary__entry__26} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Deprecations Between your current release family and Zurich, some Audit Management features or functionality were deprecated. {#dfrn3-auditmanagement-summary__entry__34} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Activation information Review information on how to activate Audit Management. {#dfrn3-auditmanagement-summary__entry__42} | Release | Release notes | |-|-| | Xanadu | Install Policy and Compliance Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=xanadu&ft:locale=en-US). | | Yokohama | Activation information : Install Audit Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Audit Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : Install Audit Management by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Audit Management is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Audit Management we have noted them here. {#dfrn3-auditmanagement-summary__entry__50} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for Audit Management we have noted them here. {#dfrn3-auditmanagement-summary__entry__58} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for Audit Management, such as specific requirements or compliance levels. {#dfrn3-auditmanagement-summary__entry__66} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | Accessibility information : Accessibility improvements : Accessibility improvements were completed to create a configurable workspace that supports WCAG 2.1 Level AA conformance. Reflow : The Configurable Workspace supports reflow, which enables pages and content to be zoomed up to 400% through your browser settings without loss of content or functionality. Additionally, content can be enlarged without scrolling in two dimensions at a width equivalent to 320 CSS pixels or a height equivalent to 256 CSS pixels. Page layouts are transformed into a vertical, stacked view automatically when users increase browser zoom to 400%. This enhancement helps users with low vision or who have trouble seeing web content in a browser due to monitor size, device type, poor lighting, or other situations. Reflow can be turned off with a system property for instances, experiences, and pages. See [Reflow for Configurable Workspace](https://www.servicenow.com/docs/access?context=auto-reflow&family=yokohama&ft:locale=en-US). | | Zurich | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for Audit Management we have noted them here. {#dfrn3-auditmanagement-summary__entry__74} | Release | Release notes | |-|-| | Xanadu | No updates for this release. | | Yokohama | No updates for this release. | | Zurich | No updates for this release. | [ ] ## Highlight information If there are specific highlight considerations for Audit Management we have noted them here. {#dfrn3-auditmanagement-summary__entry__82} | Release | Release notes | |-|-| | Xanadu | * Manage your documents and work papers in Audit Management as cloud files. * Link cloud files to any GRC record and share a single cloud file with multiple records. * Upload documents from your local computer as cloud files and link them to any record in ServiceNow. * Use the lite roles introduced in Audit Management for lighter business operations. See [Audit Management](https://www.servicenow.com/docs/access?context=c_GRCAudits&family=xanadu&ft:locale=en-US) for more information. | | Yokohama | * Analyze relationships between different variables, such as assessing risks and controls, by using the Matrix report in Audit Workspace. * Manage your documents and work papers in Audit Management as cloud files. * Upload documents from your local computer as cloud files and link them to any record in your ServiceNow instance. * Share a single cloud file with multiple records by linking it to any GRC record. * Benefit from accessibility improvements to create a configurable workspace that supports Web Content Accessibility Guidelines (WCAG) 2.1 Level AA conformance. See [Audit Management](https://www.servicenow.com/docs/access?context=c_GRCAudits&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Set audit time frames within engagements using new audit date fields. Filter indicator results by specific periods, independent of the overall engagement time frame. * Access pre-configured content packs through the new Content Accelerator icon in the Audit Workspace. This includes the Digital Operational Resilience Act (DORA) pack with citations and authority documents. * Create evidence responses quickly with a simplified process. * Access engagements, add existing entities to an engagement, and create activities in the Lite Audit workspace, which is a simplified version of the Audit Management workspace. If the advance core store app is installed, evidences can also be associated with the engagement. See [Audit Management](https://www.servicenow.com/docs/access?context=c_GRCAudits&family=zurich&ft:locale=en-US) for more information. | [ ]