Relating Records to Exceptions

You can add related policies, standards, procedures, and inventory records to an exception. When relating items to an exception, any controls associated with the record will be inherited by the exception.

To add related records to exceptions

Note:

You can add related policies, standards, procedures, assets, processing activities, vendors, and entities.

  1. On the Policy menu, select Exceptions.

    The Exception Register screen appears.

  2. Select the exception in which you would like to link to an existing record.

    The Exception Details screen appears.

  3. Select the Related tab.
  4. Click the Add button for the related object.
    The Add Related modal appears.

  5. Select the record you would like to relate to the exception.
  6. Click the Add Related button. Click the Save and Add New button to add multiple related records.

To remove related records from an exception

  1. On the Exception Register screen, select the document in which you would like to remove a related 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.

  6. Click the Confirm button.