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Manage engagements › Audit Management Overview › Audit Management › Governance › Risk › and Compliance
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an interview

After defining a control, audit managers create interviews with control owners to discuss and provide documented evidence of whether the associated control is operating correctly.

Before you begin

Role required: sn_audit.admin and sn_audit.manager

Procedure

  1. Navigate to All > Audit > Engagements > All Engagements.

  2. Open the engagement for the audit task you want to create.

    Assign audit tasks to engagement in one of the following states:

    • Validate
    • Fieldwork
    • Awaiting approval
    • In the Audit Tasks Related List, click New.

  3. In the Audit Tasks Interceptor, click Interview.

  4. On the form, fill in the fields.

FieldDescription
NumberUnique identification number.
State- Open - Work in Progress - Review - Closed Complete - Closed Incomplete - Closed Skipped
ParentParent audit task.
Assigned toUser assigned to this interview.
Short descriptionBrief description of the interview.
DescriptionDetailed explanation of the interview.
Schedule
Planned start dateIntended date the interview should begin.
Planned end dateIntended date the interview should end.
Planned durationExpected duration of this interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration.
Actual start dateDate that this interview began.
Actual end dateDate that this interview ended.
Actual durationDuration of the interview from interview start to interview end.
Assignment
Primary ContactUser to contact for this interview.
Other ContactsOther users to contact for this interview, if the primary contact is unavailable.
NotesAdditional notes about the interview contacts.
Activity
Additional commentsCustomer-viewable comments.
Work notesComments that are viewable by the audit administrator and audit manager.
Confidentiality
ConfidentialOption to enable confidentiality of the record. Only the assigned confidential users or confidential groups of users can access the record.For more information on confidential option, see Confidentiality flag for audit and compliance records.
  1. Click Submit.

Parent Topic:Manage engagements