Adding Automation to RBA's
Select Templates under Audits & Assessments from the left navigation panel.
Select Create assessment (1) or select a template from the template table (2).
Select Assessment Builder (1), then select a requirement from the table (2). On the right of the screen, a panel will appear (3).
Select Automations at the top of the panel, then click the Add Automation button.
Click the arrow and select the manage field (1). Click the next arrow and select the current state of the response for the specific field (2). Select Link Risks (3).
All issues currently in the Issues & Incidents Libraries will populate. Select the plus next to the issue to link it (1). The green check indicates the issue has been linked (2). Use the search to quickly browse through the issues (3).
Click on the arrow next to each issue to view the Overview and Type.
Adding Recommended Issues & Actions When Viewing Results of RBA's
Select Audits & Assessments from the left panel.
Select the All tab.
Select a QBA that is in progress.
Select the Responses tab (1) and select Resume (2).
In the right panel under Issues & Actions, issues & actions recommendations will appear.
Click the arrow next to the + to view all currently linked issues and actions as well as recommended issues and actions that can be linked. The link button will link the issues and will show up under Linked Issues & Actions.
A recommended issue may already exist in the issue register. Therefore users can choose to create a new version of this issue on the issue register or link the question response to the issue that already exists in the issue register. When you click to link the recommended issue and a version of this recommended issue already exists on the issue register, they will be asked to compare the recommended issue and the issue that exists on the issue register.
The user can then view the recommended issue with the issue that already exists on the issue register, and select whether they want to create a new version of the recommended issue (1), or link the question response to the existing issue on the issue register (2).
Once the choice has been made the issue will appear under Linked Issues.
