Create an audit task activity
After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly.
Before you begin
Role required: The roles required for Audit Management are sn_audit.admin and sn_audit.manager.
Following are the roles required for Lite Audit:
- sn_grc_advanced.evidence_reader
- sn_grc_advanced.evidence_requester
- sn_grc_advanced.evidence_responder
- sn_grc_advanced.evidence_admin
Procedure
Navigate to All > Audit > Engagements > All Engagements.
Open the engagement for the audit task you want to create.
Assign audit tasks to engagement in one of the following states:
- Validate
- Fieldwork
- In the Audit Tasks related list, click New.
In the Audit Tasks Interceptor, click Activity.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | Unique identification number. |
| State | - Open - Work in Progress - Review - Closed Complete - Closed Incomplete - Closed Skipped |
| Parent | Parent audit task. |
| Assigned to | User assigned to this activity. |
| Short description | Brief description of the activity. |
| Description | Detailed explanation of the activity. |
| Schedule | |
| Planned start date | Intended date the activity should begin. |
| Planned end date | Intended date the activity should end. |
| Planned duration | Expected duration of this activity. As with actual duration, the planned duration shows total activity time and takes the activity schedule into consideration. |
| Actual start date | Date that this activity began. |
| Actual end date | Date that this activity ended. |
| Actual duration | Actual duration of the project from project start to project closure. |
| Activity | |
| Additional comments | Customer-viewable comments. |
| Work notes | Comments that are viewable by the audit manager and audit manager. |
| 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 confidential option, see Confidentiality flag for audit and compliance records. |
- Click Submit.
Parent Topic:Manage engagements