IndiaAuditLens
Find, create, and run an engagement
The Engagements register is the firm's portfolio of audit assignments. Create one engagement for the correct client, financial year, and period, then use its overview to monitor progress, edit setup, and move through…
By IndiaAuditLens product team · Updated 2026-08-03
Before you begin
Open the correct client and engagement, then confirm the financial year and engagement type. Check that your role allows the intended preparation or review action. Make sure the latest source data and supporting evidence are available. Review outstanding prerequisites before moving the engagement to its next stage.
Find or open an engagement
Choose Engagements in the main navigation. In Search engagements…, enter an engagement or client name and press Enter (or leave the field). Optionally filter All types by Statutory Audit, Tax Audit, Internal Audit, GST Audit, Special Audit, or Concurrent Audit. Optionally filter All statuses by Plan, Data, Audit, Review, Finalise, Completed, or Archived. Review Engagement, Type, FY, Status, Partner, Manager, and Created. Click the engagement name to open it.
Search and filters work together and reset pagination to the first page. If the firm has engagements but no rows appear, clear the filters before concluding that the register is empty.
Create an engagement
Click New Engagement. From a client record, you can also choose Engagements → Create Engagement. Select the Client. If an acceptance warning appears, follow Go to Acceptance → and complete the approved acceptance/continuance decision before proceeding. The current warning may be advisory rather than a technical block; do not use that as permission to bypass firm policy. Review or edit the auto-generated Engagement name. Select the Financial year. Enter Period start and Period end (normally the applicable audited period). Confirm the client, name, year and dates. Check that another…
The create form does not set every audit attribute. Configure engagement type, partner/manager, team, materiality, planning and other controls inside the engagement.
Use the engagement overview
The engagement page shows status, year, materiality, partner and next-step guidance. Its in-page areas include Overview, Team, Connections, Disclosures, and Activity Log. The engagement sidebar opens Planning, Data, Audit Planning, Reconciliation, Examination, Audit Files, and Review & Reporting tools.
Open Overview and review the engagement details and progress/status strip. Review any missing materiality, team, source, planning, open finding, or review warning. Use the indicated next action only after checking its prerequisites. Click Edit in Engagement Details to change client, name, FY, dates, or duplicate-test tolerances. Review downstream consequences before changing scope after data import, planning, testing, or reporting has begun. Click Save and verify the updated scope.
Read the action queue
The Auditor action queue on Overview is worked out from the engagement's records, not from its status:
Now names the first thing still missing for the earliest stage not yet met, with a link to where it is done. Blocked lists what the next stage still needs. It also lists any setup check the engagement moved past before that check was met; the engagement is not moved back for it. Needs review counts answers not yet reviewed, areas prepared and awaiting sign-off, open findings and documents added after completion. It also says how long ago the books version in use was accepted. That age is information only, never a gate.
Nothing missing is not completion: the sign-offs are separate.
Update the engagement status
Each stage is entered only when its checks are met:
On Overview, choose the next stage in Update Status and click Update Status. Where the records already meet the checks of a later stage, the queue suggests the move. Each click moves one stage, and each move checks its stage. If a check is missing, the move is refused. A dialog lists each missing check, with a link to where it is done. The engagement Partner may Waive a missing setup check (Data or Audit) in Blocked, with a written reason. A waived check shows as waived, never as done. The waiver, and any withdrawal of it, is kept in the engagement history and the audit log. A sole…
Do not advance a file to imply work is complete. Resolve a missing check rather than altering evidence or the status elsewhere.
Delete an engagement
The register includes a row-level delete with a warning that the action cannot be undone. Use it only for an authorised mistaken/empty record after confirming the exact client, year, and dependent data. Do not delete an engagement to hide history or replace archiving/completion. If permission or dependent-data behaviour is uncertain, stop and ask the firm administrator.
Expected result
The engagement register identifies the assignment unambiguously, the engagement opens with the correct scope and team context, and its status reflects the actual completed stage.
Engagement register with search, type and status filters, team columns, and lifecycle status.
Engagement register. Engagement and client identities, assigned people, financial years, dates, and record counts are masked.
Engagement overview with lifecycle progress, tabs, status cards, and the auditor action queue.