Setup checklist for the GRC Audit Management application
task brazil Updated Sep 10, 2026 2 min read setup-checklist-audit.md
This checklist includes the setup tasks that you are required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation. Optional setup procedures are also included to enhance Audit Management functionality.
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.
To generate a PDF, click the save as PDF icon ([Omitted image "pdf.png"] Alt text: Save as PDF.) at the top of the topic.
Procedure
-
Click the Selected topic.
Item Description [Omitted image "checkbox.png"] Alt text: check box. As an audit administrator or audit manager, create engagements to manage audit information and include entities, controls, and control tests that are relevant to the audit. For details, see Create an engagement. [Omitted image "checkbox.png"] Alt text: check box. As an audit administrator or audit manager, after you have created engagements, define which entities are scoped in the audit engagement. For details, see Add entities to an engagement scope. [Omitted image "checkbox.png"] Alt text: check box. After defining a control, audit managers create control tests that run periodically and provide documented evidence of whether the associated control is operating correctly. For details, see Create a control test from an engagement. You can also generate control tests automatically. For details, see Automatically generate control tests from an engagement [Omitted image "checkbox.png"] Alt text: check box. After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly. For details, see Create an audit task activity. [Omitted image "checkbox.png"] Alt text: check box. 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. For details, see Create an interview [Omitted image "checkbox.png"] Alt text: check box. After defining a control, audit managers create walkthroughs that will be conducted to observe and provide documented evidence of whether the associated control is operating correctly. For details, see Create a walkthrough. [Omitted image "checkbox.png"] Alt text: check box. As an audit manager, generate an audit report that summarizes the findings of an engagement so report findings can be communicated to executives. For details, see Generate an audit report from an engagement
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---
title: Setup checklist for the GRC Audit Management application
description: This checklist includes the setup tasks that you are required to complete in your ServiceNow AI Platform instance. When you have completed these tasks, the base system is ready for operation. Optional setup procedures are also included to enhance Audit Management functionality.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/setup-checklist-audit.html
release: brazil
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Configure, Audit Management, Governance, Risk, and Compliance]
---
# Setup checklist for the GRC Audit Management application
This checklist includes the setup tasks that you are required to complete in your ServiceNow AI Platform® instance. When you have completed these tasks, the base system is ready for operation. Optional setup procedures are also included to enhance Audit Management functionality.
## 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.
To generate a PDF, click the save as PDF icon \(\[Omitted image "pdf.png"\] Alt text: Save as PDF.\) at the top of the topic.
## Procedure
1. Click the **Selected topic**.
|Item|Description|
|----|-----------|
|\[Omitted image "checkbox.png"\] Alt text: check box.|As an audit administrator or audit manager, create engagements to manage audit information and include entities, controls, and control tests that are relevant to the audit. For details, see [Create an engagement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/t_CreateEngagement.md).|
|\[Omitted image "checkbox.png"\] Alt text: check box.|As an audit administrator or audit manager, after you have created engagements, define which entities are scoped in the audit engagement. For details, see [Add entities to an engagement scope](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/add-profiles-to-engagement-scope.md).|
|\[Omitted image "checkbox.png"\] Alt text: check box.|After defining a control, audit managers create control tests that run periodically and provide documented evidence of whether the associated control is operating correctly. For details, see [Create a control test from an engagement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/t_CreateControlTest.md). You can also generate control tests automatically. For details, see [Automatically generate control tests from an engagement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/automatically-generate-control-test.md)|
|\[Omitted image "checkbox.png"\] Alt text: check box.|After defining a control, audit managers create activities that explore and provide documented evidence of whether the associated control is operating correctly. For details, see [Create an audit task activity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/t_CreateAnActivity.md).|
|\[Omitted image "checkbox.png"\] Alt text: check box.|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. For details, see [Create an interview](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/t_CreateAnInterview.md)|
|\[Omitted image "checkbox.png"\] Alt text: check box.|After defining a control, audit managers create walkthroughs that will be conducted to observe and provide documented evidence of whether the associated control is operating correctly. For details, see [Create a walkthrough](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/t_CreateAWalkthrough.md).|
|\[Omitted image "checkbox.png"\] Alt text: check box.|As an audit manager, generate an audit report that summarizes the findings of an engagement so report findings can be communicated to executives. For details, see [Generate an audit report from an engagement](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/generate-an-audit-report.md)|
| title | Setup checklist for the GRC Audit Management application |
| description | This checklist includes the setup tasks that you are required to complete in your ServiceNow AI Platform instance. When you have completed these tasks, the base system is ready for operation. Optional setup procedures are also included to enhance Audit Management functionality. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/setup-checklist-audit.html |
| release | brazil |
| product | Audit Management |
| classification | audit-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | ConfigureAudit ManagementGovernanceRiskand Compliance |