Mass Update Project RCM Sub-objects

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).

   

4. Click the Update button in any of the RCM sub-objects (Objectives, Risks, Controls, Tests) to mass update the RCM sub-objects.

   

5. Select a column whose values wish to update en masse and select the new value.

   

6. Select rows where you wish to apply the updated column values.

   

7. Click Save All.
8. The selected rows will be updated with the new column value.

   

Note: You can also drill down in to various RCM sub-objects to update their sub-objects en masse. For instance, you can drill into a Project Testing Evaluation form to update its Control List en masse.