Copy an RCM Project Test to Other Entities

You have the option of copying RCM project tests into other entities that are scoped to the project, allowing you to establish a repeatable testing process across entities in the project.

1. Access the Project RCM Evaluation.
   1. Access the work papers.

      There are several ways within the Governance Portal to access work papers. The two most common paths are through the Action Items List and the Internal Audit tab. The Action Item list is the quickest and easiest way for most users.

      1. Via Action Items List
         1. Expand the Favorites & Action Items tab in the left navigation pane.
         2. Expand Action Items.
         3. Expand Work Papers.
         4. Click General Tasks (#).
         5. Click the project name.
         6. Click the Status link for the work paper type.
      2. Via Project Tab
         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.

            

         6. Click the Status link for the work paper type in the Project Activity section.

   2. Click the status for the RCM work paper in the Risk Control Matrix(RCM) Project Form section.

      

   3. Click the status of the auditable entity under the Project RCM column (e.g. organization, process, IT application, project/event or custom entity).
2. Click the test name.

   

3. Click the Copy to Entities link in the Project Testing Details section.
4. The list of scoped entities will appear. Click Edit, and mark the checkbox next to the entities where you wish to copy the test.

   

5. Click Save. The tests will be added to the Project Testing Details list for the selected entity

Note: If you choose an entity that already has a copy of the test, an additional copy will be added to the list.