Field Reference — Engagements

Engagement Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
title	String	✅	Engagement title
objective	Text	Optional	Audit objective statement
scope	Text	Optional	Scope definition
status	String	Auto	DRAFT, PLANNED, FIELDWORK, REPORTING, REVIEW, FINAL, CLOSED
phase	String	Auto	Current phase: PLANNING, FIELDWORK, REPORTING, WRAP_UP
start_date	DateTime	Optional	Engagement start date
end_date	DateTime	Optional	Engagement end date
lead_auditor_id	String	✅	Lead auditor user ID
org_id	Integer	Auto	Organization for data isolation
business_unit_id	Integer	Optional	Linked business unit
project_id	Integer	Optional	Linked project (from annual plan)

Engagement Risk Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
engagement_id	Integer	✅	Parent engagement
title	String	✅	Risk title
description	String	✅	Risk description
impact	String	✅	Impact level
likelihood	String	✅	Likelihood level
library_risk_id	Integer	Optional	Link to risk library for traceability

Engagement Control Fields

Field	Type	Required	Description
id	Integer	Auto	Unique identifier
engagement_risk_id	Integer	✅	Parent risk
title	String	✅	Control title
description	String	✅	Control description
type	String	✅	Preventive or Detective
library_control_id	Integer	Optional	Link to control library

Status Transitions

Engagement Status

Engagement Phase

PLANNING → FIELDWORK → REPORTING → WRAP_UP