Creating and Managing Initiative Issues

You can create issues and manage issue relationships on an initiative in a centralized location using the Compliance Automation product. Adding and managing issues within compliance initiatives provides organizations with enhanced visibility into compliance gaps and operational risks. Centralized issue management improves remediation efficiency by linking each issue to specific controls and assets, which helps streamline resolution. Associating issues with relevant standards and frameworks ensures that remediation efforts align with regulatory requirements, while also promoting cross-functional collaboration. For more information, see the General Issues Management FAQ.

To create initiative issues

Creating a new issue on an initiative enables timely identification and documentation of compliance gaps, helping teams prioritize remediation efforts, maintain audit readiness, and strengthen overall risk management.

  1. On the Compliance Automation menu, select Initiatives.

    The Initiatives screen appears.

  2. Open the initiative in which you would like to create issues.
  3. Select the Issues tab.

  4. Click the Create Issue button.
    The Create Issue modal appears.

    Field
    Description
    Name of Issue

    Enter a name that describes the issue.

    Organization

    Select the organization responsible for the issue.

    Priority

    Choose the priority level of the issue.

    Show More Details

    Expand the Show More Details section to enter additional information about the issue. These fields are pulled from system and custom issue attributes that can be managed in the Attribute Manager.

  5. Complete the fields as needed.
    Note:

    The issue relationship details will be pre-filled for you.

  6. Click the Save button to add the new issue to the initiative. Click the Save And Add New button to save the issue and immediately create a new issue.

To add initiative issue relationships

You can add issue relationships to a compliance initiative, allowing you to link existing issues that are relevant to the initiative’s scope.

  1. On the Compliance Automation menu, select Initiatives.

    The Initiatives screen appears.

  2. Open the initiative in which you would like to add issue relationships.
  3. Select the Issues tab.
  4. Click the Add Relationship button.
    The Create Relationship pane appears.

    Field
    Description
    Relationship Type

    Select the relationship type of the related record. Currently, the only option is is related to.

    Target Type

    Select Issues as the target type to identify the type of object you would like to relate to this initiative.

    Target Record

    Select the specific issue record you would like to relate to this initiative.

  5. Complete the fields as needed.
    Note:

    The source record details will be pre-filled with the initiative details.

  6. Click the Save button to add the existing issue to the initiative.

To delete initiative issues

  1. On the Compliance Automation menu, select Initiatives.

    The Initiatives screen appears.

  2. Open the initiative in which you would like to delete issues.
  3. Select the Issues tab.
  4. Hover over the row of the issue you want to delete until the Context Menu icon appears.
  5. Click the Context Menu icon and select Delete.

    The Delete Record modal appears.

  6. Click the Confirm button to delete the issue record.