Create an activity in the Audit Workspace

task brazil Updated Sep 10, 2026 1 min read create-activity-audit-ws.md
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Create an activity that explores and provides 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 activity from the list.

  7. On the form, fill in the fields.

Field

Description

Number

Unique identification number.

Name

Name of the activity.

Parent

Parent audit task or parent engagement.

State

State of the activity. The default state is Open.

Description

Detailed description of the activity.

Assignment

Assigned to

User assigned to the activity.

Schedule

Planned start date

Intended start date of the activity.

Planned end date

Intended end date of the activity.

Planned duration

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

Actual start date

Actual start date of the activity.

Actual end date

Actual end date of the activity.

Actual duration

Actual duration of the activity 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 status of the activity in the **State** banner of the Overview page.
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