Creating an audit workspace

How to set up a new audit workspace in AssureGrid, including required inputs, form fields, and what happens after the workspace is saved.

Purpose

This page explains how to create a new audit workspace in AssureGrid. Creating a workspace establishes the audit context, team ownership, framework alignment, timing, and source memo needed for the rest of the audit lifecycle.

When to Create a Workspace

Create a workspace when:

• a new audit engagement is starting

• a team needs a dedicated space to manage one audit end to end

• audit planning is ready to begin

• the audit memo and key engagement details are available

Before You Begin

Before creating a workspace, make sure you have the following information ready. Having these inputs prepared will make setup faster and reduce the need for later corrections.

Field	Description
Workspace Name	A clear, recognizable name for the audit engagement.
Audit Topic or Scope	The subject matter or scope of the audit.
Entity or Region	The organizational unit or geographic region being audited.
Applicable Framework	The compliance or control framework that applies to the engagement.
Team Member Information	Names, email addresses, and roles of team members to assign.
Audit Memo File	The supporting memo document that provides audit context.
Review or Target Dates	Start date and anticipated end date where applicable.

Main Sections in the Workspace Creation Form

The workspace creation form usually includes the following sections:

• basic audit identification details

• framework and entity context

• team assignment

• date fields

• memo upload

• save and cancel actions

Fields

Depending on the configuration, the form may include the following fields. Some implementations may include additional related context fields.

Workspace Creation form showing required fields and team assignment inputs.

Field	Description
Workspace Name	Unique name for the workspace.
Audit Topic	Subject or scope of the audit.
Entity / Region	Entity, region, or business context for the engagement.
Framework	Applicable compliance or control framework.
Team Member Email	Email address of team member being assigned.
Team Member Role	Role of the team member within the workspace.
Audit Memo Upload	File upload field for the audit memo.
Start Date	Date the workspace becomes active.
Anticipated End Date	Target completion date for the engagement.

Step-by-Step Instructions

Step 1: Open the Create Workspace Flow

Access the workspace creation form by following the steps below.

1. From the main navigation, select Audit Workspaces.
2. Click + or Create Workspace.

Expected Outcome
The workspace creation form opens.

Step 2: Enter the Workspace Name

Enter a clear and recognizable workspace name so users can easily identify the audit area, business unit or region, and relevant period where applicable.

Workspace Naming Examples

• ITGC Audit - APAC
• Vendor Access Review - FY25
• Finance Controls Audit - Shared Services

Tip
Use your organization’s standard naming convention, if one exists, to maintain consistency across the workspace list.

Step 3: Enter the Audit Topic and Context

Provide the audit topic or scope so the workspace has a clear operational identity. This helps users understand the purpose of the workspace before opening it.

Step 4: Select Entity or Region

Select the entity, region, or business context associated with the engagement. This helps position the audit correctly within the organizational structure.

Step 5: Select Framework

Select the framework applicable to the audit. The framework helps define how subsequent planning and execution activities are structured and interpreted.

Step 6: Add Team Members

Assign the relevant team members to the workspace. This typically includes each user’s email address and assigned role within the workspace or audit engagement. Team assignment establishes ownership, responsibility, and access.

Notes on Team Assignment

Make sure:

• the correct users are assigned

• roles reflect the expected working model

• only relevant members are added at the start

Additional team members or role changes can be managed later if required.

Step 7: Upload the Audit Memo

Upload the audit memo that supports the engagement context. The memo provides background, scope, expectations, and review context for later planning activities.

Audit Memo Upload Methods

The memo can typically be uploaded by:

• dragging and dropping the file into the upload area
• browsing and selecting the file from your device

Expected Outcome
The memo appears in the form as an uploaded file.

Step 8: Select Dates

Enter the relevant engagement dates, such as Start Date and Anticipated End Date. These dates help track the expected lifecycle of the engagement.

Step 9: Save the Workspace

After all required fields have been completed, review the information carefully before saving.

1. Review the entered details.
2. Confirm team assignments.
3. Confirm the memo upload.
4. Click Save.

Expected Outcome
The workspace is created successfully and appears in the workspace list. Depending on the implementation, the user may be returned to the workspace list, taken directly into the newly created workspace, or shown a confirmation state first.

Canceling Workspace Creation

If the user clicks Cancel before saving:

• the creation form closes or exits

• the workspace is not created

• no partial workspace should be committed

What Happens After Creation

Once the workspace is created, the next typical step is to open it and review the workspace overview dashboard. From there, the user usually proceeds into Audit Planning and then later lifecycle stages as the audit progresses.

Tips for Creating a Good Workspace

• Use clear naming from the beginning.

• Make sure the framework is correct before saving.

• Upload the right memo version.

• Assign the correct team members early to avoid confusion later.

• Double-check dates before creating the engagement.

Common Issues

Issue	Resolution
I created the workspace but cannot find it	Return to the workspace list and use search or filters.
I forgot to add a team member	Depending on permissions, you may update team setup later through the relevant management flow.
I uploaded the wrong memo	If workspace editing is supported later, replace it there; otherwise recreate if necessary based on process rules.
The save action is not working	Check whether any required fields are still incomplete.