Create a GRC issue manually

Manually create issues to document audit observations, the intention of remediations, or to accept any problems.

Before you begin

Role required:
  • compliance_admin, compliance_manager, or sn_compliance.user
  • risk_admin, risk_manager, or sn_risk.user
  • audit_admin, audit_manager, or audit_admin or sn_audit.user

Procedure

  1. Navigate to one of the following locations:
    • Policy and Compliance > Issues > Create New.
    • Risk > Issues > Create New.
    • Audit > Issues > Create New.
  2. Fill in the fields on the form, as appropriate.
    Table 1. Issue
    Field Description
    Number Read-only field that is automatically populated with a unique identification number.
    State
    • New
    • Analyze
    • Respond
    • Review
    • Closed
    Assignment group A group assigned to the issue.
    Assigned to The user assigned to the issue.
    Priority Priority for this issue:
    • 1 - Critical
    • 2 - High
    • 3 - Moderate
    • 4 - Low
    • 5 - Planning
    Short description Brief description of the issue.
    Details
    Profile The related profile.
    Item The related control or risk.
    Description A more detailed explanation of the issue.
    Recommendation The recommended action to resolve this issue.
    Dates
    Planned start date Date and time that work on the issue is expected to begin.
    Planned end date Date and time that work on the issue is expected to end.
    Planned duration Estimated amount of work time. Calculated using the Planned state date and Planned end date.
    Actual start date Time when work began on this issue
    Actual end date Time when work on this issue was completed.
    Actual duration Amount of work time. Calculated using the Actual state date and Actual end date.
    Activity
    Work notes Information about how to resolve the issue, or steps already taken to resolve it, if applicable. Work notes are visible to users who are assigned to the issue.
    Additional comments (Customer visible) Public information about the issue.
    Engagement
    Engagement The related engagement.
  3. Click Submit.