Creating Issues

Issues can be created in three ways: manually, automatically, and via bulk import. This article covers manual issue creation.

Where are issues created?

Currently, issues can be created in Compliance Automation, IT & Security Risk Management, Third-Party Risk Management, and Policy Management.

Note:

Issues are unavailable for creation on PIA & DPIA Automation type assessment templates.

Issues can be created via:

  1. The Issues Register screen

  2. The Issues tab on object and inventory Details screens

  3. The Assessments screen when reviewing an assessment

To create an issue from the issues register screen

  1. On the IT & Security Risk Management menu, select Issues register.
    Note:

    Issues Access

    Currently, you can access the Issues Register from IT & Security Risk Management, Policy Management, Compliance Automation, and Third-Party Risk Management.

    The Issues register screen appears.

  2. Click the Add new button.
    Note:

    The fields on the Add issue modal display based on all attributes and attribute groupings configured in the Attribute manager. This modal allows you to easily view relevant attributes, with the same organization as the Issue details screen.

    The Add issue modal appears.

    Field
    Description
    Show only required fields.

    Check this box to only display the fields required to create a new issue record. Required attributes can be configured in the Attribute manager.

    Name of Issue

    Enter a name that describes the issue.

    Organization

    Select the organization responsible for the issue.

    Priority

    Select the priority level of the issue.

  3. Complete the required fields.
  4. Click the Save button. Click the Save And Add New button to save the issue and immediately create a new issue.

To create an issue from the Issues tab of the Details screen

  1. Open one of the record types listed below to view the record Details screen.

    • Assets

    • Compliance Initiatives

    • Control Implementations

    • Engagements

    • Entities

    • Evidence Tasks

    • Policies

    • Procedures

    • Processing Activities

    • Risks

    • Standards

    • Vendors

  2. Navigate to the Issues tab.
  3. Click the Create new button.
    Note:

    The fields on the Add issue modal display based on all attributes and attribute groupings configured in the Attribute manager. This modal allows you to easily view relevant attributes, with the same organization as the Issue details screen.

    The Add issue modal appears.

    Field
    Description
    Show only required fields.

    Check this box to only display the fields required to create a new issue record. Required attributes can be configured in the Attribute manager.

    Name of Issue

    Enter a name that describes the issue.

    Organization

    Select the organization responsible for the issue.

    Priority

    Select the priority level of the issue.

  4. Complete the required fields.
  5. Click the Save button. Click the Save And Add New button to save the issue and immediately create a new issue.

To create an issue while reviewing an assessment

Assessment approvers can add issues when the assessment status is set to Under Review.

  1. Open the assessment in the Under Review status in which you are assigned as the approver.
  2. On the Assessment screen, click the Review button.
  3. Click the icon to create an issue at the question level.
    Note:

    The fields on the Add issue modal display based on all attributes and attribute groupings configured in the Attribute manager. This modal allows you to easily view relevant attributes, with the same organization as the Issue details screen.

    The Add issue modal appears.

    Field
    Description
    Show only required fields.

    Check this box to only display the fields required to create a new issue record. Required attributes can be configured in the Attribute manager.

    Name of Issue

    Enter a name that describes the issue.

    Organization

    Select the organization responsible for the issue.

    Priority

    Select the priority level of the issue.

  4. Complete the required fields.
  5. Click the Save button. Click the Save And Add New button to save the issue and immediately create a new issue.