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Linking proof to a request

Roles and permissions

The following roles can link proof to a request:

  • Administrators

  • Compliance managers

  • Users

Proof can be manually uploaded or linked or via a label.

A single piece of proof can be linked to multiple labels, as that evidence may apply to different requests in your audit. Labels also make reusing proof across requests nearly effortless. For information on reusing proof with labels, refer to Reusing proof.

Note

The user assigned to upload proof to a request, continues to receive notifications about that request until it is set to Approved or Closed, even if they have uploaded the requested proof.

Things to keep in mind

Linking proof to a request manually

  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 proof to.

  5. In the right pane, click Add proof.

    requests-proof-button.png
  6. Tip

    Use the This Request option on the Proof Picker to find proof attached to objects linked to the request more quickly. Clicking This Request displays a list of all objects linked to the request that contain proof.

Linking proof to a request from a label

  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 proof to.

  5. In the right pane, expand Details.

  6. Click Link label.

    link-label-request.png

    The Add labels window opens.

  7. Select the checkbox next to the label or labels you want to link.

  8. Click Confirm.

    The label is linked to the request.

Changing a proof version on a request

If you submitted proof to your auditor and the auditor requests a different version, you can select that version via the request. To use this feature, the request must be in the Submitted to auditor status.

  1. From the left menu, select Audits.

  2. Select your audit.

  3. Select the Requests tab.

    requests-tab-generic.png
  4. Select the request with the versioned proof.

  5. In the right pane, scroll to the Proof section.

  6. Open the proof.

    The Proof previewer opens.

  7. Click the version link.

    proof-request-version.png
  8. Select the drop-down menu, and then click the version of proof you want to submit.

    proof-request-version2.png
  9. Click Provide this version.

    proof-request-version3.png

    The version you selected is submitted to your auditor.

    Note

    Audit managers have access to the other version of the proof.