---
sourceDocument: Zurich Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/governance-risk-compliance

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Workbench Engagement Setup

# Create an engagement from Audit Workbench {#ariaid-title1}

* Release version: Zurich
* 
* Updated August 2, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

The Engagement Workbench provides a timeline view from which you can select an audit
engagement to view details or create a new engagement. Audit managers create engagements
directly from the Workbench to manage audit information and collect entities, controls, and
control tests that are relevant to the audit.

## Before you begin

Role required: sn_audit.admin or sn_audit.manager

## Procedure

1. Navigate to AllAuditEngagementsWorkbench.
2. Click Create Engagement.
3. On the form, fill in the fields.  
   {#create-engagement-from-workbench__table_nht_mjj_mv__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the engagement. |
   | Engagement lead | User assigned to the engagement. |
   | Description | General description of the engagement. |
   | Objectives | Objectives of the engagement. |
   | Fieldwork planned start | Intended date the activity should begin. |
   | Fieldwork 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. |
   | Engagement planned start | Date that work on the engagement is expected to begin. |
   | Engagement planned end | Date that work on the engagement is expected to end. |
   | Auditors | Auditors assigned to the engagement. |
   | Approvers | Approvers assigned to the engagement. |
   [Table 1. Engagement form]

   {#create-engagement-from-workbench__table_nht_mjj_mv}
4. Click Create.
{#create-engagement-from-workbench__steps_zt4_dkj_mv}

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