Managing Issue Records

Once an issue record has been created, you can close, edit the issue details, change the issue workflow, or delete the issue record.

To close an issue

  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 you would like to close.

    The Issue Details screen appears.

  3. Move the issue to the last stage of the workflow.
    Note:

    You can configure which stage is considered a closure stage when creating a new workflow.

    The Close Issue modal appears.

    Field
    Description
    Action Plan

    Enter the remediation plan for the issue.

    Closure Note

    Enter a note that provides additional details related to the closed issue. This information will be displayed on the Details tab of the Issues screen.

    Reason for closure

    Select the reason why the issue was closed. A definition of each reason is available on the Close Issue modal.

  4. Complete the fields and select the reason for closure.
  5. Click the Close Issue button. The issue status will be updated to Closed and an email is automatically sent to the issue owner and approver.

To reopen a closed issue

  1. On the Issues Register screen, open the issue you would like to reopen.

    The Issue Details screen appears.

  2. Move the issue to a previous stage of the workflow.
    The Revert Stage modal appears.
    Note:

    Click the checkbox to run the rules and actions associated with the workflow stage.

  3. Click the Continue button.
    The Advance to Next Workflow Stage modal appears.

  4. Confirm who is responsible for resolving the issue to advance to the next workflow stage.
  5. Click the Confirm button.
    The workflow stage of the issue will be updated.

To edit an issue

  1. On the Issues Register screen, open the issue you would like to edit.

    The Issue Details screen appears.

  2. On the Details tab, click a field to directly edit an entry.


  3. Click the Save button.

To change an issue workflow

  1. On the Issues Register screen, open the issue you would like to change the workflow.

    The Issue Details screen appears.

  2. Click the Context Menu icon.
  3. On the Context menu, select Change Workflow.
    The Change Workflow modal appears.

    Field
    Description
    Workflows

    Select the workflow you would like to enable for this issue.

    Stage

    Select the stage of the workflow chosen that you would like to place the issue.

  4. Click the Save button.

To delete an issue

  1. On the Issues Register screen, hover over the issue you want to delete until the Context Menu icon appears.
  2. Click the Context Menu icon.
  3. On the Context menu, select Delete.
    The Delete Record modal appears.

  4. Click the Confirm button to permanently delete the issue.

To bulk delete issues

Note:

You need to have the Issue Delete permission to bulk delete issues.

  1. On the Issues Register screen, click the checkboxes on the left-hand side of the issue records you would like to delete.


  2. Click the Delete button.
    The Delete Record modal appears.
  3. Click Confirm to permanently delete the records.

To export the issue list screen to Excel

  1. On the Issues Register screen, click the Export button.

    The Export Issues modal appears.

  2. Select Export All to export all the issue records.

    Select Export the currently saved view to export the issue records in the current saved view.

  3. Click the Export button to download the export.
  4. Click the Notifications icon button.

    The Notifications popover appears.

  5. Click the export link in the popover to download the exported report.