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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 your audit.

  3. Select the Requests tab.

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

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

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

    • Select Link new.

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

    • Select Link existing.

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