Create an engagement from the Audit Engagement Workbench

---
title: Create an engagement from the Audit Engagement Workbench
description: The Engagement Workbench provides a timeline view from which you can select an audit engagement to view details or create a new engagement. Audit managers create engagements directly from the Workbench to manage audit information and collect entities, controls, and control tests that are relevant to the audit.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/audit-management/create-engagement-from-workbench.html
release: australia
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use the Audit Engagement, Manage engagements, Audit Management overview, Audit Management, Governance, Risk, and Compliance]
---

# Create an engagement from the Audit Engagement Workbench

The Engagement Workbench provides a timeline view from which you can select an audit engagement to view details or create a new engagement. Audit managers create engagements directly from the Workbench to manage audit information and collect entities, controls, and control tests that are relevant to the audit.

## Before you begin

Role required: sn\_audit.admin or sn\_audit.manager

## Procedure

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

2.  Click **Create Engagement**.

3.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |Name|Name of the engagement.|
    |Engagement lead|User assigned to the engagement.|
    |Description|General description of the engagement.|
    |Objectives|Objectives of the engagement.|
    |Fieldwork planned start|Intended date the activity should begin.|
    |Fieldwork 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.|
    |Engagement planned start|Date that work on the engagement is expected to begin.|
    |Engagement planned end|Date that work on the engagement is expected to end.|
    |Auditors|Auditors assigned to the engagement.|
    |Approvers|Approvers assigned to the engagement.|

4.  Click **Create**.


**Parent Topic:**[Manage Audit Engagements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/audit-management/c_AuditEngagementWorkbench.md)