Create an interview

task australia Updated Sep 10, 2026 1 min read t_CreateAnInterview.md
Raw file servicenow.com

After defining a control, audit managers create interviews with control owners to discuss and provide documented evidence of whether the associated control is operating correctly.

Before you begin

Role required: sn_audit.admin and sn_audit.manager

Procedure

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

  2. Open the engagement for the audit task you want to create.

    Assign audit tasks to engagement in one of the following states:

    • Validate
    • Fieldwork
    • Awaiting approval
  3. In the Audit Tasks Related List, click New.

  4. In the Audit Tasks Interceptor, click Interview.

  5. On the form, fill in the fields.

Field

Description

Number

Unique identification number.

State

  • Open
  • Work in Progress
  • Review
  • Closed Complete
  • Closed Incomplete
  • Closed Skipped

Parent

Parent audit task.

Assigned to

User assigned to this interview.

Short description

Brief description of the interview.

Description

Detailed explanation of the interview.

Schedule

Planned start date

Intended date the interview should begin.

Planned end date

Intended date the interview should end.

Planned duration

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

Actual start date

Date that this interview began.

Actual end date

Date that this interview ended.

Actual duration

Duration of the interview from interview start to interview end.

Assignment

Primary Contact

User to contact for this interview.

Other Contacts

Other users to contact for this interview, if the primary contact is unavailable.

Notes

Additional notes about the interview contacts.

Activity

Additional comments

Customer-viewable comments.

Work notes

Comments that are viewable by the audit administrator and audit manager.

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 confidential option, see Confidentiality flag for audit and compliance records.

6. Click **Submit**.

Parent Topic:Manage engagements

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