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Release: Australia · Updated: 2026-06-05 · Official documentation · View source

Add entities to an engagement scope

Audit managers can define which entities are involved in the audit engagement. When you add an entity to an engagement, the corresponding risks, controls, test plans, and indicator results of the entity are also added to the engagement.

Before you begin

Role required: sn_audit.manager or sn_audit.admin

Procedure

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

  2. Open an engagement in the Scope state.

  3. In the Entities related list, select Add.

  4. Select the desired entities that are included in the audit engagement.

  5. Select Add.

    If there are risks and controls, test plans, and indicator results associated with an entity then they appear in their respective sections.

Image omitted: audit-entities-engagement-scope.gif
Audit engagement.

Parent Topic:Manage engagements