Bookmark an Object from the Entity Hierarchy

1. Access the entity hierarchy.
   1. Select the Default GRC context from the context menu.
   2. Click the GRC Register tab.
   3. Select Entity Hierarchy from the Frameworks group.

      

   4. (Optional) Select a filter from the Filters drop-down menu to narrow down the entity information.

      Note: You can create filters to define and customize your entity hierarchy view. For more information, see Manage Filters.

   5. If you have selected a filter, you can click Expand All or Collapse All to expand or collapse your selection.

      Note: Clicking Expand All expands the objects up to the RCM level only (i.e. the objects under the RCM will not be expanded).

      In addition, you can double-click a folder to expand or collapse it. Double-clicking an entity or object displays it in the split screen on the right in non-scope mode.

      

   Note: The areas of the entity hierarchy that user is able to view and manage are dependent upon the user's roles and permissions within the Governance Portal. For more information, see Assign Entity-Specific Role Membership via the User Interface.

2. Right-click the object you wish to bookmark and select Copy Bookmark.

   

3. Paste the bookmark:

   In a memo field

   1. Access the form where you wish to add the bookmark and click Edit to put the form into edit mode.
   2. Right click the memo field where you wish to add the bookmark and select Paste Bookmark. The link will appear with the name you selected in the previous step.
   3. Click Save on the form.

   In the Attachments section

   1. Access the object where you wish to paste the bookmark.
   2. Click Attachments.
   3. Right-click the folder in the Attachments section where you want to paste the bookmark and select Paste Bookmark.
   4. Right-click in the URL to Browse text box and select Paste. The URL of the copied bookmark is pasted into the URL to Browse text box.

      

   5. Click Upload.

   In the Quick Links section of selected forms

   1. Open the form of the object where you wish to add the link.

      Note: The Quick Links section must be configured to display on selected forms. See Quick Links for more information.

   2. In the Quick Links section, click Update Links.

      

   3. Click Add.
   4. Right-click in the Paste Here section and select Paste Bookmark.
   5. Click Save.