Clone Engagement

Cloning requests from an existing engagement is the fastest way to set up similar work for recurring clients or audit procedures.

When to Use Cloning

Recurring Clients

Annual audits with similar procedures and requirements from year to year

Similar Industries

Clients in the same industry often have comparable audit procedures

Standard Procedures

Common audit areas that follow consistent testing approaches

Team Efficiency

Reduce setup time by leveraging previous successful engagements

Cloning Process

Select Clone Option

Choose “Clone from Engagement” from the request creation options.

Choose Source Engagement

Browse and select the engagement containing the requests you want to copy.

Review Source Requests

Preview all requests from the source engagement that will be cloned.

Select Requests

Choose which requests to clone (you can select all or specific ones).

Customize Properties

Adjust default properties for the cloned requests:

Update assignees for your current team
Modify due dates for the new timeline
Change priorities if needed

Create Cloned Requests

Confirm the cloning operation to create all selected requests in your target engagement.

What Gets Cloned

Properties

Request properties that are copied

Title and description
Category and type
Priority level (can be modified during cloning)
Instructions and procedures
Custom fields and metadata

Clone Optimization: After cloning, review and update request titles to reflect the new engagement specifics (client name, year, etc.) for better organization.

Best Practices

Review Before Cloning: Examine the source engagement to ensure it contains the procedures you need
Update Context: Modify cloned request titles and descriptions to reflect the new engagement
Reassign Work: Update assignees and due dates for your current team and timeline
Quality Check: Review all cloned requests to ensure they’re appropriate for the new engagement
Remove Irrelevant: Delete any cloned requests that don’t apply to the new engagement

Permission Requirements: You must have access to the source engagement to clone its requests. Contact your administrator if you cannot access needed engagements.