Create Engagement

Create the workspace structure and engagement record for an audit engagement.

File Structure

Each engagement uses the following structure:

/
└── engagements/
    └── <year>/
        └── <name>/
            ├── ENGAGEMENT.md
            ├── document-requests/
            ├── fieldwork/
            ├── planning/
            ├── reporting/
            └── walkthroughs/

1. Establish the engagement name, objective, and year

Require a name, an objective statement, and a year: what the engagement is called, what it intends to accomplish, and the year it is planned for.

Use the engagement name, objective statement, and year already clearly established in the context or conversation. If any are missing or ambiguous, propose them and ask the auditor to confirm or revise.

2. Create the engagement workspace

Use the engagement year and the engagement name in kebab-case (lowercase words joined by hyphens) to form the engagement folder path:

engagements/<year>/<name>/

Create engagements/, the year folder, and the engagement folder if they do not exist. Otherwise, use the existing folders.

Within the engagement folder:

• Create ENGAGEMENT.md using the structure in ENGAGEMENT-FORMAT.md, replacing each comment with the engagement's content. If the file already exists, leave it unchanged and report the conflict to the user.
• Create any missing directories from the File structure section above. Leave existing directories unchanged.