Editing an issue

From the left menu, select the tab that corresponds with the issue you want to edit. For example, if you want to edit an issue linked to a control, select the Controls tab.

Select the specific object that the issue is linked to. For example, if the issue is linked to control ID 1234, select that control.

Select the Issues tab.

Select the issue.

From the right pane, do any or all of the following:

1. Change the status of the issue

   

   Issue statuses include:

   • Not started - Work on the issue has not yet started

   • In progress - The issue is currently being worked on

   • Remediated - The issue has been addressed

   • Accepted - The potential harm is not great enough to warrant spending effort to avoid the issue

2. Add a user or group to the issue

3. Edit the name of the issue

4. Enter a description of the issue

5. Enter an action plan

6. Change the issue assignee. This can be an individual user or group.

7. Adjust the impact, effort level, or priority

8. Change the business owner and/or executive sponsor

9. Enter the due date and/or the discovery date

10. Enter the day the issue was closed

11. Edit the source. The source is the primary object for which the issue was created. The source can be changed but it cannot be deleted. The source is also one of the affected objects.

12. Link or unlink affected objects. Affected objects are links to all the objects that may be affected by an issue. The source will always be listed as one of the affected objects. An issue will appear on the Issues tab of all the linked objects. Affected objects can be linked and unlinked as needed.

    An affected object that is also the source for an issue cannot be unlinked. For example, Issue A is linked to Object 1, Object 2, and Object 3. Object 1 is also the source. Only Object 2 and Object 3 can be unlinked since they are not the source. To unlink Object 1, the source must first be changed.

    Refer to Linking an additional affected object to an issue

13. Click the facepile in the right pane to manage user permissions for the issue

    • Manager - Can manage and share content, and manage object members and settings.

    • Contributor - Can share, add, and remove files from objects where they are a member.

    • Viewer - Can view information about objects where they are a member or have inherited access.

14. Communicate with team members via the Activity Feed

15. Archive the issue

From the left menu, select Work items.

Select the Issues tab.

Click the Grid view icon.

Select the checkboxes next to the issues you want to edit.

To select all issues, select the All checkbox in the upper-left corner of the grid.

Do any of the following: