Select a Document Format for an Organizational Unit

Each Process or Organizational Unit can be assigned a Document Format. This allows for the appropriate information and documentation to be captured and tracked.

1. Access the Organizational Model.
   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. Expand the Organizational Unit folder to view the list of organizations.

      

2. Double-click the organization name.

   

3. Click Create Documentation in the documentation status field.

   Note: The documentation screen will appear.

   

4. Select a documentation status from the Status drop-down list.
5. Select the format from the Format drop-down list.

   Note: The Document Formats are created in the Documents tab.

6. Click Save.

Note: The Document Format will be linked to the organization and a list of documents will appear In the Document List.

Note: Additional security/access can be granted at the document level. See Set Permissions for a Group of Documents.