Link/Unlink Findings to Other RCM Objects

Findings can be linked and unlinked to other work papers and RCM objects within an audit from the Finding Link section of a finding.

Note: This function can only be performed by users with the Findings – Link permission type. For more information on permission types, see Add a Permission Type to a Role.

Link a Finding to an RCM Object

1. Access the project.
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Pending, Current, or Complete from the Execution group.

      

   4. Click the project name from the project hierarchy tree.

      

   5. Click Expand in the Project section to view the project attributes.

      

2. Click the Findings tab.

   Note: You may also access a list of findings assigned specifically to you through the Action Items list. See Action Items for additional information.

3. Click the finding name.
4. Click Edit in the Finding Link section.

   

5. Select Unlinked Objects from the View drop-down menu.
6. Select the check boxes next to the objects you wish to link to the finding.
7. Click Save.

Unlink a Finding to an RCM Object

1. Access the project.
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Pending, Current, or Complete from the Execution group.

      

   4. Click the project name from the project hierarchy tree.

      

   5. Click Expand in the Project section to view the project attributes.

      

2. Click the Findings tab.
3. Click the finding name.
4. Click Edit in the Finding Link section.
5. Select Linked Objects from the View drop-down menu.
6. De-select the check boxes next to the objects you wish to unlink from the finding.
7. Click Save.