Setting Up Audit Engagements & Workpapers Data Feeds

Complete the tasks to set up the Audit Engagements & Workpapers data feeds.

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Data feed import sequence

Import the data feeds in the following order:

  1. Audit_Entity_Scope_Population
  2. Audit_Engagement_Scope_Population
  3. Audit_Engagement_Outscope_Related_Controls_Risks
  4. Audit_Workpapers_Generation
  5. Create_Audit_Workpapers_By_Audit_Program
  6. Create_Additional_Audit_Workpapers
  7. Clear_Additional_Library_Link
  8. Data Migration Scoping - Entity Scoping Unit
  9. Data Migration Scoping - Risk Scoping Unit
  10. Data Migration Scoping - Control Scoping Unit

Important:  

  • If you later license additional use cases that these feeds reference, you must delete and re-import each data feed so that the system can update the mappings.

  • In Archer version 2024.03, the closed engagements will have hidden tabs and sections, as checkboxes are not selected. To enable the checkboxes, a schedule, Enable Audit Engagements Options, has been added, which you can run through Application Builder > Schedules, in the Administration menu.

Task 1: Configure data feeds

Complete the following steps for each data feed.

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Task 2: Schedule data feeds

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