Relating Inventories to a Document

You can add related assets, processing activities, vendors, entities, policies, standards, and procedures to a document. When relating an inventory to a document, any controls associated with the document will be added to the inventory and controls associated with the inventory will be added to the document.

To add related inventories to a document

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Select the document in which you would like to link to an existing inventory.
  3. Select the Related tab.
  4. Click the Add button for the asset, processing activities, vendor, entity, policy, standard, or procedure fields.
    The Add Related modal appears.

  5. Select the inventory you would like to relate to the document.
  6. Click the Add Related button.

To remove related inventories from a document

  1. Select the document in which you would like to remove links to an existing inventory.
  2. Select the Related tab.
  3. Hover over the row for the inventory you want to remove until the Context Menu appears.
  4. Click the Context Menu icon button.
  5. On the Context menu, select Remove.
    The Remove Related modal appears.

  6. Click the Confirm button.