Create an audit engagement in Audit Workspace

Create an engagement in the workspace and assign it to an audit supervisor. Use the workspace to schedule the engagement, plan the details, and budget the expenses.

Before you begin

Role required: sn_audit.manager, sn_audit_ws.supervisor

About this task

As an audit supervisor you can create an engagement to manage the audit information and collect entities, controls, and control tests that are relevant to the audit. You can supervise the audit engagement, monitor its execution, and verify its completion on time as directed.

Procedure

Navigate to All > Audit > Audit Workspace.
Select the Create list and select Engagement from the Home page.

You can also create an engagement by navigating to the Audit workspace List page.
1. Select the lists icon ([Omitted image "ListsIcon.jpg"] Alt text: List icon.).
2. Select All engagements or My engagements in the Execution list.
3. Select New.
On the form, fill in the fields.

Field	Description
Number	Unique identification number of the engagement.
Name	Name of the engagement.
Type	Audit type based on its specific use in the engagement.
State	State of the engagement. The default state is Scope.
Fieldwork complete (%)	Percentage of the engagement that is complete.
Description	General description of the engagement.
Objectives	Stated objectives of the engagement.
Assignment
Engagement lead	Audit supervisor who oversees and completes the engagement according to directions.
Auditors	Auditors assigned to the engagement.
Approvers	Approvers assigned to the engagement.
Engagement schedule
Fieldwork planned start	Estimated start date of the engagement.
Fieldwork planned end	Estimated end date of the engagement.
Fieldwork planned duration	Number of days and hours planned for fieldwork. The duration and planned start date of fieldwork are used to calculate the planned end date. If audit tasks are defined, this field is automatically set to the longest planned duration from the audit tasks.
Fieldwork actual start	Actual start date of the fieldwork. If audit tasks are defined, this field is automatically set to the earliest actual start date from the audit tasks.
Fieldwork actual end	Actual end date of the fieldwork. If audit tasks are defined, this field is automatically set to the latest actual end date from the audit tasks.
Fieldwork actual duration	Duration of fieldwork start date and end date.
Plan details
Parent plan	Plan that is to be associated with the engagement.
Start date	Start date of the plan.
End date	End date of the plan.
Expenses and resources
Budgeted expenses	Calculated expenses for the engagement.
Planned expenses	Estimated expenses for the engagement.
Actual expenses	Actual expenses incurred.
Budgeted resources	Budgeted resources for the engagement, in days,hours, minutes, and seconds.
Planned resources	Estimated resources for the engagement, in days,hours, minutes, and seconds. If resource plans are defined, this field is automatically set.
Actual resources	Actual resources for the engagement, in days,hours, minutes, and seconds.
Results
Result	Results of the engagement. The choices are as follows:- Satisfactory Adequate Inadequate
Opinion	Justification for the selected result.
Report
Template type	Type of template used to generate the audit report for the engagement record.- Classic report template: Generates the report using the classic report templates such as HTML, script, or XML, provided the engagement record is in Follow up or Closed states. For more information, see Create an audit report template in classic formats and Generate a report for an engagement. Word report template: Generates the report using the Microsoft Word template, provided the engagement record is in Validate, Fieldwork, or Follow up states. For more information, see Generate an audit report for an engagement using Microsoft Word template. The Generate report button is available in the engagement record only in the states mentioned for each Template type. You can generate only one report at a time.
Report template	Template used to generate the knowledge base article that reports the engagement results.This field is a reference field after a Word report is generated.
Report knowledge base	Knowledge base to be used.
Report	Reference field that displays the attachment.Note: This attachment field contains the URL if the Word template is Cloud enabled or a sys attachment if the Word template isn't Cloud enabled. In addition, the report is also attached to the engagement record as an attachment. You can select the attachment ([Omitted image "attachment-icon.png"] Alt text: Attachment icon.) icon to view or download the Word document. If it's a cloud-based report, then the report is also present in the cloud file.
Activity
Additional comments	Comments that customers can also view.
Work notes (Private)	Comments that only the administrator and audit supervisor can 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.

**Note:**

-   If you had selected the **Classic report template** option in the **Template type** field while creating the engagement record, then the reports are created using HTML, script, or XML templates. For more information, see [Create an audit report template in classic formats](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/audit-management/create-audit-report-temp.md).
-   If you had selected the **Word report template** option in the **Template type** field while creating the engagement, then the report is created using the Word template. For more information, see [Generate an audit report for an engagement using Microsoft Word template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/audit-management/generate-audit-report.md).

Select Save.

You can define the entities that are involved in the audit engagement.
From the Overview page, select the Other issues tab.

You can add the existing one or more related issues to the engagement that you created. By mapping the existing issues to the engagement, you can reduce the count of open issues.
1. Select the Add button.
2. Select a related issue or issues from the Issues pop-up.
3. Select Add.
  
  The selected issues are added to the engagement as related issues. An m2m relationship is created between the engagement and the issues in the Issue to Engagement [sn_grc_m2m_issue_engagement] table. You can also create an issue for the engagement by selecting the New button, which takes you to the Create Issue form.
4. To remove an issue that is mapped to the engagement, select the issue and click Remove.
  
  The remove action only removes the mapping or the association between the engagement and the issue in the m2m table and doesn't delete the issue record.
  
  Note: The UI action buttons such as New, Add, Remove aren't available if the engagement is in the Retired state.

title	Create an audit engagement in Audit Workspace
description	Create an engagement in the workspace and assign it to an audit supervisor. Use the workspace to schedule the engagement, plan the details, and budget the expenses.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/governance-risk-compliance/audit-management/create-engagement-ws.html
release	australia
product	Audit Management
classification	audit-management
topic_type	task
last_updated	2026-09-10
reading_time_minutes	6
breadcrumb	Audit Supervisor WorkspaceAudit Workspace overviewAudit ManagementGovernanceRiskand Compliance