Create an activity in the Audit Workspace
Create an activity that explores and provides documented evidence of whether the associated control is operating correctly or not.
Before you begin
Role required: sn_audit.manager, sn_audit_ws.supervisor
Procedure
Navigate to All > Audit > Audit Workspace.
Select the lists icon (
Image omitted: ListsIcon.jpg
List icon.\).
List icon.\).
Select All engagements or My engagements in the Execution list.
Assign an audit task to an engagement that is in one of the following states:
- Validate
- Fieldwork
- Select the link to the engagement record in the Name column.
The engagement record details open in the Overview tab.
Select the Audit tasks related list.
Click the grouped button below the related lists and select New activity from the list.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | Unique identification number. |
| Name | Name of the activity. |
| Parent | Parent audit task or parent engagement. |
| State | State of the activity. The default state is Open. |
| Description | Detailed description of the activity. |
| Assignment | |
| Assigned to | User assigned to the activity. |
| Schedule | |
| Planned start date | Intended start date of the activity. |
| Planned end date | Intended end date of the activity. |
| Planned duration | Expected duration of the activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration. |
| Actual start date | Actual start date of the activity. |
| Actual end date | Actual end date of the activity. |
| Actual duration | Actual duration of the activity from its start to its closure. |
| Activity | |
| Additional comments | Comments that customers can also view. |
| Work notes \(Private\) | Comments that the audit manager and audit supervisor can only view. |
| Confidentiality | |
| Confidential | Option to enable confidentiality of the record. Only the assigned confidential users or confidential groups of users can access the record.For more information on the confidential option, see Confidentiality flag for audit and compliance records. |
Select Save.
You can monitor the status of the activity in the State banner of the Overview page.