Setup checklist for the GRC Advanced Audit application

---
title: Setup checklist for the GRC Advanced Audit application
description: Complete the checklist that includes the setup tasks required to complete in your ServiceNow AI Platform instance. When you have completed these tasks, the base system is ready for operation.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/audit-management/setup-checklist-adv-audit.html
release: australia
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Audit Management, Governance, Risk, and Compliance]
---

# Setup checklist for the GRC Advanced Audit application

Complete the checklist that includes the setup tasks required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation.

## Before you begin

Role required: admin

Consider creating and printing a PDF of this checklist topic. You can then check off tasks as you complete them.

## Procedure

1.  To generate a PDF, select the save as PDF icon \(\[Omitted image "pdf.png"\] Alt text: Save as PDF icon.\) at the top of the topic.

2.  Select the **Selected topic**.

    Audit Management application checklist:

    -   \[Omitted image "checkbox.png"\] Alt text: Create an audit plan to manage audits and group engagements.
    -   \[Omitted image "checkbox.png"\] Alt text: Create auditable units and perform risk assessments.
    -   \[Omitted image "checkbox.png"\] Alt text: Use advanced planning to create an engagement and engagement project.
    -   \[Omitted image "checkbox.png"\] Alt text: Create milestones to track engagement progress and audit tasks.
    -   \[Omitted image "checkbox.png"\] Alt text: Create a resource plan for tasks.
    -   \[Omitted image "checkbox.png"\] Alt text: Create a cost plan for fiscal periods.
    -   \[Omitted image "checkbox.png"\] Alt text: Create audit observations from reviews and analysis.
    -   \[Omitted image "checkbox.png"\] Alt text: Request evidence and supporting documents.