Auditor

Engagements

Create and manage audit engagements for each client and FY.

Flowchart

flowchart TD
  A[Open Engagements] --> B[Create or select engagement]
  B --> C[Set client, type & FY]
  C --> D[Save engagement]
  D --> E[Continue to Planning]

Flowchart: Engagements workflow flowchart for Auditor. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Engagements from the primary sidebar (or New engagement in the header).
Create a new engagement or open an existing one for the client and FY.
Set audit type, scope, and ownership so the team shares the same context.
Save so Planning, Data Collection, and Execution can attach to this engagement.
Move to Planning when the engagement shell is ready.