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Linking an object to a request

Roles and permissions

The following roles can link an object to a request:

  • Administrators

  • Compliance managers

  • Users

  1. From the left menu, select Audits.

  2. Select the Requests tab.

    requests-tab-generic.png
  3. Select the request you want to link an object to.

  4. In the right pane, scroll to Linked objects.

    requests-link-button.png
  5. Click the arrow in the Link button and do one of the following:

    1. Select Link new

      1. Select the object from the drop-down menu, and fill out the required fields (they differ depending on the object).

      2. Click Create.

        The object is linked to the request.

    2. Select Link existing

      1. Search for the object you want to link.

      2. Select the checkbox next to the object you want to link, and then click Link.

        The object is linked to the request.