Create a walkthrough
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.
Before you begin
Role required: sn_audit.admin and sn_audit.manager
Procedure
-
Navigate to All > Audit > Engagements > All Engagements.
-
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
-
In the Audit Tasks Related List, click New.
-
In the Audit Tasks Interceptor, click Walkthrough.
-
On the form, fill in the fields.
|
Field |
Description |
|---|---|
|
Number |
Unique identification number. |
|
State |
|
|
Parent |
Parent audit task. |
|
Assigned to |
User assigned to this walkthrough. |
|
Short description |
Brief description of the walkthrough. |
|
Description |
Detailed explanation of the walkthrough. |
|
Schedule | |
|
Planned start date |
Intended date the walkthrough should begin. |
|
Planned end date |
Intended date the walkthrough should end. |
|
Planned duration |
Expected duration of this walkthrough. As with actual duration, the planned duration shows total activity time and takes the walkthrough schedule into consideration. |
|
Actual start date |
Date that this walkthrough began. |
|
Actual end date |
Date that this walkthrough ended. |
|
Actual duration |
Duration of the walkthrough from start to end. |
|
Walkthrough | |
|
Primary Contact |
User to contact for this walkthrough. |
|
Other Contacts |
Other users to contact for this walkthrough, if the primary contact is unavailable. |
|
Execution Steps |
Detail the activities to be performed during the walkthrough. |
|
Explanation |
Intended purpose of the walkthrough. |
|
Additional Information |
Additional information the user conducting the walkthrough needs to be aware of. |
|
Results |
Details of what transpired during the walkthrough. |
|
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. |
Parent Topic:Manage engagements
---
title: Create a walkthrough
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/t\_CreateAWalkthrough.html
release: brazil
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Manage engagements, Audit Management overview, Audit Management, Governance, Risk, and Compliance]
---
# Create a walkthrough
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.
## 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 **Walkthrough**.
5. On the form, fill in the fields.
<table id="table_nht_mjj_mv"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Number
</td><td>
Unique identification number.
</td></tr><tr><td>
State
</td><td>
- Open
- Work in Progress
- Review
- Closed Complete
- Closed Incomplete
- Closed Skipped
</td></tr><tr><td>
Parent
</td><td>
Parent audit task.
</td></tr><tr><td>
Assigned to
</td><td>
User assigned to this walkthrough.
</td></tr><tr><td>
Short description
</td><td>
Brief description of the walkthrough.
</td></tr><tr><td>
Description
</td><td>
Detailed explanation of the walkthrough.
</td></tr><tr><td class="sub-head" colspan="2">
Schedule
</td></tr><tr><td>
Planned start date
</td><td>
Intended date the walkthrough should begin.
</td></tr><tr><td>
Planned end date
</td><td>
Intended date the walkthrough should end.
</td></tr><tr><td>
Planned duration
</td><td>
Expected duration of this walkthrough. As with actual duration, the planned duration shows total activity time and takes the walkthrough schedule into consideration.
</td></tr><tr><td>
Actual start date
</td><td>
Date that this walkthrough began.
</td></tr><tr><td>
Actual end date
</td><td>
Date that this walkthrough ended.
</td></tr><tr><td>
Actual duration
</td><td>
Duration of the walkthrough from start to end.
</td></tr><tr><td class="sub-head" colspan="2">
Walkthrough
</td></tr><tr><td>
Primary Contact
</td><td>
User to contact for this walkthrough.
</td></tr><tr><td>
Other Contacts
</td><td>
Other users to contact for this walkthrough, if the primary contact is unavailable.
</td></tr><tr><td>
Execution Steps
</td><td>
Detail the activities to be performed during the walkthrough.
</td></tr><tr><td>
Explanation
</td><td>
Intended purpose of the walkthrough.
</td></tr><tr><td>
Additional Information
</td><td>
Additional information the user conducting the walkthrough needs to be aware of.
</td></tr><tr><td>
Results
</td><td>
Details of what transpired during the walkthrough.
</td></tr><tr><td class="sub-head" colspan="2">
Activity
</td></tr><tr><td>
Additional comments
</td><td>
Customer-viewable comments.
</td></tr><tr><td>
Work notes
</td><td>
Comments that are viewable by the audit administrator and audit manager.
</td></tr><tr><td class="sub-head" colspan="2">
Confidentiality
</td></tr><tr><td>
Confidential
</td><td>
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/confidentiality-flag-audit-pc.md).
</td></tr></tbody>
</table>6. Click **Submit**.
**Parent Topic:**[Manage engagements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/c_Engagements.md)
| title | Create a walkthrough |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/t\_CreateAWalkthrough.html |
| release | brazil |
| product | Audit Management |
| classification | audit-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 2 |
| breadcrumb | Manage engagementsAudit Management overviewAudit ManagementGovernanceRiskand Compliance |