Overview
In this article, you will learn what is included in the beta version and how to use the functionality.
A. What's New?
1. New Issues Tab
You now have the ability to see, create, edit, update, and delete Issues and Actions in a dedicated space. There are two ways to access Issues. You can either click into the Issues tab within a specific Risk Assessment, or click into the Issues tab within the Risk Assessments frontpage for an overview of all Issues within your division.
2. New Creation Flows
You can report, track, and link both Issues and Actions in one centralized location. Each workflow guides you through the process step-by-step.
3. Richer Data Tables
You will be able to manage and review security gaps more easily with enhanced tables that provide better visibility into your issues and actions. You also have the possibility to tailor those charts to your needs with the "Edit" function.
B. How to Create an Issue
The Issues workflow allows you to identify and report security gaps or findings. In order to create an Issue within your Risk Assessment, follow these steps:
Step 1: Click into the Issue Tab within your Risk Assessment.
Step 2: Click on Add Issue
Step 3: Fill out Details
You need to fill out the following:
Issue Title
Issue Category: select the best fitting category for this Issue. You can choose between Compliance, Security, Quality, Safety, Operational, and Environmental.
Issue Severity: select the severity level of this Issue. You can choose between Minor, Moderate, Major, and Critical.
Issue Description: give a description of the Issue as detailed as possible.
Issue Ownership: Select an Assignee (required) and an Approver (optional) of the Issue.
Deadline (optional): Set a deadline for when this Issue needs to be resolved.
Click Next.
Step 4: Link to Existing Actions or Create New Actions
In this optional step, you can choose to either:
Link the Issue to existing Actions
Create new Actions. If you do so, you need to fill out the following:
Action Title
Priority of the Action
Description
Assignee
Deadline (optional)
Click Next.
Step 6: Add Attachments
In the last step, you can attach evidence or supporting files (optional).
Click on Save.
Now you can view, edit, or delete the Issue by clicking on the "view" icon. If the Issue has been resolved, you can close it.
Note: If you want to create an Issue within the General tab, you need to link it to a Risk Assessment when creating it. You can select one or more risk assessments that this Issue relates to.
C. How to Create an Action
The Actions workflow allows you to document corrective measures and recommendations. If you have not already created an Action during the course of creating an Issue, you can follow these steps:
Step 1: Click on Add Action
Step 2: Fill out Details
You need to fill out the following:
Action Title
Action Priority: You can choose between Critical, High, Medium, and Low Priority.
Action Description: give a description of the Action as detailed as possible.
Action Ownership: Select an Assignee of the Action.
Deadline (optional): Set a deadline for when this Issue needs to be resolved.
Click Next.
Step 3: Link to Existing Issues
You can link to one or more reported issues (optional).
Click Next.
Step 4: Add Attachments
Attach evidence or supporting files (optional).
Note: If you want to create an Action within the General tab, you need to link it to a Risk Assessment when creating it. You can select one or more Risk Assessments that this Action relates to.
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