Combined Audit Management release notes for upgrades from Xanadu to Zurich

  • Release version: Zurich
  • Updated July 20, 2026
  • 7 minutes to read
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    Summary of Combined Audit Management release notes for upgrades from Xanadu to Zurich

    This consolidated release notes document provides ServiceNow customers with a comprehensive view of the Audit Management application updates from the Xanadu release through to Zurich. It highlights new features, changes, and important upgrade considerations to help you prepare and optimize your Audit Management experience as you move to Zurich.

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    Key Features

    • Audit Report Generation with Microsoft Word Templates (Xanadu): Generate audit reports within the Audit Workspace using Word templates, enabling seamless collaboration. Reports can be stored as cloud files in Microsoft SharePoint or as attachments linked to engagement records.
    • Cloud Document Management (Xanadu): Upload and link documents from local computers as cloud files to any ServiceNow record, supporting centralized and accessible audit documentation.
    • New User Roles (Xanadu):
      • Audit Approver (snaudit.approver): Allows approval of engagements and audit plans; classified as a lite operator role.
      • Audit Reader (snaudit.reader): Provides read-only access to audit entities, also a lite operator role.
    • Matrix Report in Audit Workspace (Yokohama): Analyze relationships between variables through structured Matrix reports, supporting risk and control assessments.
    • Entity-Based Access (Yokohama): Configure user access based on entities, classes, and types with minimum role requirements, enhancing data security and segmentation.
    • Audit Period Start and End Dates (Zurich): Define specific audit time frames within engagement records to focus audits on targeted periods without impacting the overall engagement timeline. Indicator results can be filtered accordingly.
    • Unified Content Management and Content Accelerator (Zurich): Simplify installing pre-configured content packs via a new icon in Audit Workspace. Includes Digital Operational Resilience Act (DORA) content pack with compliance citations and authority documents.
    • Enhanced Evidence Request Process (Zurich): Create evidence responses in a streamlined, single-step process with added source and context details. New feature roles support evidence management.
    • Integration with IT Asset Management (Zurich): Lightweight Audit Management workspace available for ITAM customers, offering core capabilities such as timeline tracking, engagements, evidence requests, and entity scoping when Advanced Core is installed.

    Changes

    • Domain Separation Enhancements (Xanadu): Improved domain assignment for data segregation, particularly supporting Managed Service Providers managing Audit Management data.
    • Role Adjustments for Approval (Xanadu): The Audit Approver role now supports workflow approvals as a lite operator role.
    • Workspace Reflow Support (Yokohama): Configurable workspaces support zoom up to 400% without content loss, improving accessibility for users with visual impairments.

    Activation and Installation

    Audit Management is installed by requesting the application from the ServiceNow Store for all releases from Xanadu through Zurich. Policy and Compliance Management is a separate app available via the ServiceNow Store.

    Accessibility Improvements

    Accessibility enhancements completed in Yokohama improve workspace configurability to support WCAG 2.1 Level AA conformance. This includes support for page reflow and zoom without loss of functionality, benefiting users with low vision or other visual challenges.

    Practical Benefits for ServiceNow Customers

    • Improved collaboration and report generation with Word templates and cloud document management streamline audit documentation and sharing.
    • New roles enable fine-grained access control, supporting tailored user permissions for better governance.
    • Audit period filtering allows precise audit focus, improving audit accuracy and relevance.
    • Content Accelerator and compliance packs like DORA help accelerate regulatory adherence.
    • Enhanced evidence handling reduces complexity and supports faster audit workflows.
    • Integration with ITAM offers lightweight audit capabilities for asset management contexts, expanding audit coverage.
    • Accessibility enhancements ensure the Audit Management workspace is usable by a broader range of users.

    Review the pre- and post-upgrade tasks before moving to Zurich to ensure a smooth transition and to leverage the new capabilities effectively.

    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.

    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.

    Release Release notes

    Xanadu
    Generate an audit report for an engagement using Microsoft Word template
    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
    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
    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
    Matrix report in the Audit Workspace
    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.
    Entity Based Access for Audit Management
    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

    Zurich
    Audit Period Start and End Dates [Placeholder link text to key t_CreateEngagement]

    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.

    [Placeholder link text to key unified-content-management_0]

    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
    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
    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.

    Release Release notes

    Xanadu
    Domain separation and Audit Management
    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
    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
    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

    		 No updates for this release.

    Removed

    Between your current release family and Zurich, some Audit Management features or functionality were removed.

    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.

    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.

    Release Release notes

    Xanadu

    Install Policy and Compliance Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    Yokohama

    Install Audit Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store 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.

    Zurich

    Install Audit Management by requesting it from the ServiceNow Store.

    Additional requirements

    If any additional requirements were introduced or changed for Audit Management we have noted them here.

    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.

    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.

    Release Release notes

    Xanadu

    		 No updates for this release.

    Yokohama
    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.

    Zurich

    		 No updates for this release.

    Localization information

    If there are specific localization considerations for Audit Management we have noted them here.

    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.

    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 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 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 for more information.