Note:Linking the checklist to an entity will NOT automatically push questions to the Risk Control Matrix linked to that entity (process, organization unit, IT application, or project/event). You can push questions to the Risk Control Matrix via 1) the Push questions to risk matrices link on the Checklist form or 2) the Reset Analysis feature.
Certain fields are required for processing the spreadsheet. These fields are denoted by the "REQ" prefix.
Fields beginning with RESET should be included based on the type of reset to be performed.
The Project RCM objects will be ignored while performing the Selective Reset.
Within the search results screen, click on the Action Menu, and click Download List to download the search results to a spreadsheet.
Place an X in the LINKChecklist column to select the organization, processes, IT applications, and/or projects/events to be linked to the checklist.
Save the file to your hard drive.
Note: Change the Save as Type to Microsoft Excel Workbook, or Excel 2003 VLSI if you are using Microsoft Windows '07.
Return to the Governance Portal and click the Browse... button.
Locate the modified upload spreadsheet.
Click Process Spreadsheet.
Check the Processing Results box for any errors that may have occurred during import. If an error occurs the spreadsheet processing will fail, no records will be created or updated. Return to the Excel template, and make necessary modifications as directed through the Processing Results box.
The Organization and Process models, IT applications, and Projects/Events must already exist. The upload will create a new link if one did not exist or overwrite an existing checklist link if one already existed. The user can further filter the spreadsheet if necessary, and then places an "x" in the LINKChecklist column next to each process, organization unit, IT application, or project/event to which they wish to link a given checklist. This functionality allows users to assign checklists to processes across the organization, to organization units across the enterprise, to IT applications, and also to projects/events.
Column Headings - Entries
Action
Select Columns
No entry. Columns selected by the user during the search process and downloaded to the spreadsheet.
Link Checklist
Required. "x" is the only valid entry. Placing an "x" mark in this field will link the given checklist to the selected process
REQOrgUnitId
No entry. Organization unit id number automatically generated by the Governance Portal
REQProcId
No entry. Process id number automatically generated by the Governance Portal.
Template Notes
Action
Import Operation
The given checklist will be linked to all processes selected on the import template.
Maximum rows
N/A
Spreadsheet Locking
To allow for filtering, the spreadsheet is not locked. However, actions should only be performed around organizations/processes downloaded from the Governance Portal. Do not add additional organizations/processes directly to the spreadsheet.
Validation Notes
Validation
Portal Reaction
Suggested Corrective Action
Rows are skipped.
All rows not containing an "x" are skipped. Rows containing an "x" in the Link Checklist column are subject to other validation rules.
N/A - see other validation requirements.
Selected process does not exist in Portal (e.g. because a user added the process directly to the spreadsheet instead of utilizing processes downloaded from Portal or was deleted after download).
Record is rejected.
Add process to the Governance Portal and repeat download process.
Checklist does not exist in Portal or was deleted.
Import is rejected.
Add checklist and repeat download process.
Org Unit does not exist in the Governance Portal (e.g. the user added the organization directly to the spreadsheet or it was deleted after the download).
Record is rejected.
Add organization unit into the Governance Portal and repeat download process.
LINKChecklist field contains a value other than "x".
Entire import is rejected.
Make sure that "x" is used in the LINKChecklist field.
Checklists page.
Action Menu, and click 
Download List to download the search results to a spreadsheet. 