Create an interview in Audit Workspace

task australia Updated Sep 10, 2026 2 min read create-interviews-audit-ws.md
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Create an interview with control owners to discuss and provide documented evidence of whether the associated control is operating correctly or not.

Before you begin

Role required: sn_audit.manager, sn_audit_ws.supervisor

Procedure

  1. Navigate to All > Audit > Audit Workspace.

  2. Select the lists icon ([Omitted image "ListsIcon.jpg"] Alt text: List icon.).

  3. Select All engagements or My engagements in the Execution list.

    Assign an audit task to an engagement that is in one of the following states:

    • Validate
    • Fieldwork
  4. Select the link to the engagement record in the Name column.

    The engagement record details open in the Overview tab.

  5. Select the Audit tasks related list.

  6. Click the grouped button below the related lists and select New interview from the list.

  7. On the form, fill in the fields.

Field

Description

Number

Unique identification number.

Name

Name of the interview.

Parent

Parent engagement.

State

State of the interview. The default state is Open.

Description

Detailed description of the interview.

Assignment

Assigned to

User assigned to the interview.

Primary contact

User to be contacted for the interview.

Other contacts

Other users to be contacted, if the primary contact is unavailable.

Notes

Additional notes about the interview contacts.

Schedule

Planned start date

Intended start date of the interview.

Planned end date

Intended end date of the interview.

Planned duration

Expected duration of the interview. As with actual duration, the planned duration shows total activity time and takes the interview schedule into consideration.

Actual start date

Actual start date of the interview.

Actual end date

Actual end date of the interview.

Actual duration

Actual duration of the interview from its start to its closure.

Activity

Additional comments

Comments that customers can also view.

Work notes (Private)

Comments that the audit manager and audit supervisor can only 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.

8. Select **Save**.
You can monitor the state of the interview audit task in the **State** banner of the Overview page as the record progresses through the different process flows.
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