Adding Issue Relationships

You can add related inventory records and issues to an issue record using the Related tab on the Issue Details screen. You can also add related issues to a record using the Issues tab on the related Details screen. Once a related risk, control, or assessment is moved to the Recycle Bin, you can still view the relationship on the Related tab on the Issue Details screen.

Currently, assessment relationships are automatically created with the label Is Created From if the issue was identified on an assessment.

To add a relationship from the Related tab of the Issue Details screen

  1. On the IT & Security Risk Management menu, select Issues Register.
    The Issues list screen appears.
    Note:

    Issues Access

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

  2. Open the issue in which you would like to relate a record.

    The Issue Details screen appears.

  3. Select the Related tab.
  4. Click the Add Relationship button.

    The Create Relationship pane appears.

  5. Complete the fields. For more information, see Create Relationship Pane Reference.
  6. Click the Save button.

Create Relationship Pane Reference



Note:

The source and target fields mentioned below has no effect on business logic. These are only label names and can be changed using the Localization Editor.

Field
Description
Source Type

The source type will be pre-filled with the Issue source type.

Source Record

The source record will be pre-filled with the name of the issue in which you are relating records.

Relationship Type

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

Target Type

Select the object you would like to relate to this issue. Issues can be linked to the following object types:

  • Assets

  • Control Implementations

  • Engagements

  • Entities

  • Evidence Tasks

  • Initiatives

  • Policies

  • Procedures

  • Processing Activities

  • Risks

  • Standards

  • Vendors

Target Record

Select the specific record you would like to relate to this issue based on the target type chosen.

Note:

This relationship will be visible on the Related tab of the Issue Details screen or the Issue tab of the target record Details screen.

To add relationship from the Issues tab of the Details screen

  1. Open one of the record types listed below in which you would like to relate a record.

    • Assets

    • Control Implementations

    • Engagements

    • Entities

    • Evidence Tasks

    • Policies

    • Procedures

    • Processing Activities

    • Risks

    • Standards

    • Vendors

    The Details screen appears.

    • Assets

    • Control Implementations

    • Engagements

    • Entities

    • Evidence Tasks

    • Policies

    • Procedures

    • Processing Activities

    • Risks

    • Standards

    • Vendors

  2. Select the Issues tab.
  3. Click the Add Relationship button.

    The Create Relationship pane appears.

  4. Complete the fields. For more information, see Create Issue Relationship Pane Reference.
  5. Click the Save button.

Create Issue Relationship Pane Reference



Note:

The source and target fields mentioned below has no effect on business logic. These are only label names and can be changed using the Localization Editor.

Field
Description
Source Type

The source type will be pre-filled with the source type of the related record.

Source Record

The source record will be pre-filled with the name of the record you are relating to the issue.

Relationship Type

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

Target Type

Select Issue.

Target Record

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

Note:

This relationship will be visible on the Issue tab of the target record Details screen or the Related tab of the Issue Details screen.

To remove a relationship

You can remove issue relationships on the Related tab of the Issue Details screen or the Issues tab of the target record Details screen.

  1. Navigate to the Related tab of the Issue Details screen or to the Issue tab of the target record Details screen.
  2. Hover over the relationship you would like to remove and click the Context Menu icon.
  3. On the Context menu, select Remove.
    The Remove Relationship modal appears.

  4. Click the Confirm button.