Audit Workspace limited

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Audit Workspace limited

    The Lite Audit Workspace is a simplified version of the Audit Management workspace designed to help auditors manage engagements, activities, and entities efficiently. It supports associating evidence with engagements if the advanced core store app is installed. This workspace is tailored to streamline audit processes within ServiceNow environments.

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    Key Features

    • Roles and Access: The workspace includes four roles—snaudit.sharedadmin, snaudit.sharedmanager, snaudit.shareduser, and snaudit.sharedapprover—with varying permissions to create, read, update, and delete engagements, activities, and entity associations. Managers have broader create and update capabilities, while users have read access.
    • Home Page Navigation: Users can access the Lite Audit Workspace via All > Audit Workspace, viewing engagements where they serve as Auditor or Engagement Lead, along with associated activities. Users with the snaudit.sharedmanager role can create engagements, and those with the sngrcadvanced.evidencerequester role can initiate evidence requests.
    • Evidence Feature: Enables management of evidence requests, collection details, and responses. It introduces specific roles such as evidencereader, evidencerequester, evidenceresponder, and evidenceadmin, each with defined permissions to create, read, update, approve, reject, or delete evidence-related records.
    • Entity Scoping: Allows auditors to define which organizational entities are involved in an engagement, helping to focus audit efforts on relevant business areas and dependencies.
    • Audit Activities: Supports creation and management of audit tasks to collect and document evidence demonstrating compliance with regulations and policies.
    • Evidence Requests: Facilitates gathering cumulative audit evidence from current and prior audits, including financial records and other relevant data, to support audit opinions.

    Practical Use for ServiceNow Customers

    ServiceNow customers can use the Lite Audit Workspace to efficiently manage audit engagements and related activities with role-based access controls ensuring appropriate permissions. Integrating evidence management streamlines audit workflows by linking detailed evidence to engagements. Entity scoping helps focus audits on critical business units, while audit tasks organize evidence collection. This workspace simplifies the audit process, improves audit visibility, and supports regulatory compliance efforts within the ServiceNow platform.

    The Lite Audit workspace is a simplified version of the Audit Management workspace. In this workspace, you can access engagements, add existing entities to an engagement, and create activities. If the advanced core store app is installed, evidence(s) can also be associated with the engagement.

    The Lite Audit Workspace comes with the following roles:
    • sn_audit.shared_admin
    • sn_audit.shared_manager
    • sn_audit.shared_user
    • sn_audit.shared_approver

    Access of the different roles

    The following table lists the features that you can access with the different roles.
    Table 1. Access to the different roles
    Features Create Read Update Delete
    Engagement Shared audit manager Shared audit user Shared audit manager Shared audit admin
    Activity Shared audit manager Shared audit user Shared audit manager Shared audit admin
    Entity to engagement Shared audit manager Shared audit user Shared audit manager Shared audit manager

    Accessing the Lite Audit Workspace Home page

    Navigate to All > Audit Workspace.

    Lite Audit home page.

    You can view all engagements where you are assigned as the Auditor or Engagement Lead. You can also view the activities associated with those engagements.

    From the homepage, if you have the sn_audit.shared_manager role, you can create new engagements and if you have the sn_grc_advanced.evidence_requester role, you can create evidence requests.

    Lite Audit Engagement access.

    Evidence feature access

    The Evidence feature provides access to evidence requests, collection details, and evidence responses. The following feature roles are introduced to perform various operations:
    • sn_grc_advanced.evidence_reader: Can read evidence requests, collection details, and evidence responses.
    • sn_grc_advanced.evidence_requester: Can create and update evidence requests, collection details, and evidence responses. Also, have access to review, approve, or reject evidence responses.
    • sn_grc_advanced.evidence_responder: Can create and update evidence requests, collection details, and evidence responses.
    • sn_grc_advanced.evidence_admin: Can create, read, update, and delete evidence requests, collection details, and evidence responses.

    Entity scoping

    Scoping an entity in an engagement identifies which entities are involved in the audit. For example, in a financial audit, this may include the finance department and all business services it depends on.

    Activity Audit task

    Audit activities involve collecting and documenting evidence to show that the organization complies with external regulations and internal policies. For more information, see Create an audit task activity.

    Evidence request

    Audit evidence refers to all information used by auditors to form their audit opinion. This includes data from accounting records, financial statements, and other relevant sources. Evidence is cumulative and may come from current audit procedures as well as prior audits. For more information, see Request evidence for audit.