Start an Audit Engagement

Prepare the Engagement

1. Open Engagements and start a new engagement.
2. Select the client and complete the engagement details, dates, and team assignments.
3. Review the audit scope and applicable modules before saving.
4. Open the engagement to work through fieldwork, document requests, findings, and its report.

Track Progress

Use the engagement overview and its status to see where the audit stands. Review outstanding evidence and findings before moving toward sign-off.

Available actions depend on your workspace role and the engagement state. Ask your administrator if an assignment or permission needs to change.