Linking a request to an evaluation
Important
The following roles can link a request to an evaluation:
Administrators
Compliance managers
Users
Linking a request to an evaluation
When a request is linked to an evaluation, any proof linked to the request is also linked to the evaluation.
From the left menu, select Assessments.
Select your assessment.
Select the Evaluations tab.
Select the evaluation.
In the right pane, click the arrow in the Link button next to Linked objects.
Select either Link new or Link existing.
The request is linked to the evaluation.
Unlinking a request from an evaluation
When you unlink a request from an evaluation, all proof and target object links from the evaluation are also unlinked.
From the left menu, select Assessments.
Select your assessment.
Select the Evaluations tab.
Select the evaluation.
In the right pane, expand Linked objects.
Hover over the request you want to unlink, then click the Unlink icon.
The request is unlinked.