Relating Records to an Audit

You can add related audits, policies, assets, processing activities, entities, and vendors to an audit. When relating items to an audit, any controls associated with the audit will be added to the record and controls associated with the record will be added to the audit.

To add related records to an audit

  1. On the Audit Management menu, select Audits.

    The Audits screen appears.

  2. Select the audit in which you would like to link to an existing record.
  3. Select the Related tab.
  4. Click the Add button for the related audit, policy, asset, processing activity, entity, or vendor record.
    The Add Related modal appears.
    Add related audits modal showing options to link records to the selected audit.
  5. Select the record you would like to relate to the audit.
  6. Click the Add Related button.
    Note:

    You can view the history of records related to the audit on the Activity tab of the Audit Details screen.

To remove related records from an audit

  1. On the Audits screen, select the document in which you would like to remove links to an existing record.
  2. Select the Related tab.
  3. Hover over the row for the record you want to remove until the Context Menu icon appears.
  4. Click the Context Menu icon.
  5. On the Context menu, select Remove.
    The Remove Related modal appears.
    The Remove relationship modal showing the confirmation message and Cancel and Confirm buttons.
  6. Click the Confirm button.
    Note:

    You can view the history of related records that have been removed from the audit on the Activity tab of the Audit Details screen.