Approve or reject an engagement

Audit users that are assigned as approvers for an engagement can approve or reject engagements in the Awaiting Approval state.

Before you begin

Role required: sn_audit.user

Procedure

1. Navigate to All > Audit > My Audit Approvals.

2. Open the approval record associated with the engagement.

3. Click Approve or Reject

   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

Parent Topic:Manage engagements