Managing Issue Documents

You can add links and documents to an issue to provide additional details and keep information together.

To add links

  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 add a link.

    The Issue Details screen appears.

  3. Select the Documents tab.
  4. Click the Add Links button.

    The Add Links modal appears.

  5. Complete the required fields.


    Field
    Description
    URL

    Enter the URL of the link you would like to relate to the issue.

    Name

    Enter a name that describes the link being related to the issue.

    Description Optional

    Enter a brief description of the link.

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

To add documents

  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 add a document.

    The Issue Details screen appears.

  3. Select the Documents tab.
  4. Click the Add Documents button.
    The Add Files modal appears.

  5. Click the Select File button.
  6. Use the file explorer to locate and select the file(s) you want to attach.
  7. Enter a brief description of the file(s).
  8. Click the Save button.

To edit link and document details

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

    Issues Access

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

    The Issues list screen appears.

  2. Open the issue in which you would like to edit a link or document.

    The Issue Details screen appears.

  3. Select the Documents tab.
  4. Hover over the row for the link or document you want to edit until the Context Menu icon appears.
  5. Click the Context Menu icon.
  6. On the Context menu, select Edit Details.

    The Edit modal appears.

  7. Make changes as necessary.
  8. Click the Save button.

To delete links and documents

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

    Issues Access

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

    The Issues list screen appears.

  2. Open the issue in which you would like to delete a link or document.

    The Issue Details screen appears.

  3. Select the Documents tab.
  4. Hover over the row for the link or document you want to delete until the Context Menu icon appears.
  5. Click the Context Menu icon.
  6. On the Context menu, select Delete.

    The Delete modal appears.

  7. Click the Confirm button.

To download a document

  1. On the IT & Security Risk Management menu, select Issues Register.

    The Issues list screen appears.

  2. Open the issue in which you would like to download a document.

    The Issue Details screen appears.

  3. Select the Documents tab.
  4. Hover over the row for the document you want to download until the Context Menu icon appears.
  5. Click the Context Menu icon.
  6. On the Context menu, select Download. The document will begin downloading.