Admin
Engagement templates
Reusable engagement templates that pre-load standard PBC requests + audit areas. Used when audit manager creates a new engagement.
Add engagement template
Demo-mode form. New templates apply to subsequent engagement-new requests.
Engagement templates (4)
| Code | Template | Standard PBC count | Audit areas | Status | Actions |
|---|---|---|---|---|---|
| TPL-GAAP-YE | GAAP year-end audit | 38 | 8 | active | |
| TPL-SOC2 | SOC 2 Type II | 82 | 5 | active | |
| TPL-HIPAA | HIPAA security rule audit | 24 | 4 | active | |
| TPL-FRANCHISE | Franchise compliance review | 18 | 3 | active |