Approve or reject an engagement in Audit Workspace

If you are an audit user and are assigned as an approver for an engagement, you can approve or reject an engagement in the Awaiting Approval state.

Before you begin

Role required: sn_audit.user, sn_audit_ws.auditor

Procedure

1. Navigate to All > Audit > Audit Workspace.

2. Click the tasks icon (

The workspace opens listing all engagements assigned to you including the ones waiting for your approval.

1. Click the Needs my approval button in the My pending tasks related list.

2. Click the link to open the approval record associated with the engagement in the State column.

3. Click Approved or Rejected in the State list.

4. Click Save.

   One of the following actions occurs:

   • If the engagement is approved and there are remaining open tasks or issues, it automatically moves into the Follow Up state.
   • If the engagement is approved and there are no remaining open tasks or issues, it automatically moves into the Closed state.
   • If the engagement is rejected, it automatically moves back to the Fieldwork state