Create a walkthrough in the Audit Workspace

task australia Updated Sep 10, 2026 2 min read create-walkthroughs-audit-ws.md
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Create and conduct a walk through to observe 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 walkthrough from the list.

  7. On the form, fill in the fields.

Field

Description

Number

Unique identification number.

Name

Name of the walkthrough.

Parent

Parent engagement.

State

State of the interview. The default state is Open.

Description

Detailed description of the walkthrough.

Assignment

Assigned to

User assigned to the walkthrough.

Primary contact

User to be contacted for the walkthrough.

Other contacts

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

Schedule

Planned start date

Intended start date of the walkthrough.

Planned end date

Intended end date of the walkthrough.

Planned duration

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

Actual start date

Date on which the walkthrough began.

Actual end date

Date on which the walkthrough ended.

Actual duration

Duration of the walkthrough from its start to end.

Walkthrough

Execution steps

Details of activities to be performed during the walkthrough.

Explanation

Intended purpose of the walkthrough.

Additional information

Additional information the user conducting the walkthrough must be aware of.

Results

Details of what transpired during the walkthrough.

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 view the description of the walkthrough and monitor its status in the **State** banner of the Overview page.
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