Editing requests
Roles and permissions
The following roles can edit a request:
Administrators
Compliance managers
Users
Requests can be edited individually or in bulk.
Note
You can also access requests via Work items. From the left menu, select Work items, and then select the Requests tab.
Note
Editing the status or due date of a request sends an email notification to the assignee and all audit managers. If the status is set to Submitted to Auditor, an email notification is sent to all audit managers and the external auditor. See Audits and requests.
Editing a single request
From the left menu, select Audits.
Select your audit.
Select the Requests tab.
Select the request.
The following information can be edited via the right pane: status, title, description, due date, assignee, priority, source, affected objects (link a new or existing object), tasks (link a new task), related issues, and proof (link new proof or unlink existing proof). Refer to Changing the request status for more information on statuses.
Collaborate with other members of the request via the request's Activity Feed.
Editing multiple requests at once
From the left menu, select Audits.
Select your audit.
Select the Requests tab.
Select the checkboxes next to the requests you want to edit. To select all requests, select the All checkbox in the upper-left corner of the grid.
Edit any of the following: status, due date, priority, and/or assignee.