Learn how to streamline the process of linking issues & incidents to Requirement-Based Assessment (RBA) answers
Table of contents:
Adding issue automation to an assessment template
Go to Audits & Assessments > Templates.
Create a new template or find the template you would like to automate issues for.
You are able to further edit any automations when creating an actual assessment based on this template.
In the template's Assessment builder tab (1), click on a requirement (2) that you would like to automate issues for, then select the Automations tab (3).
Click + Add automation to create an automation based on the condition of a field.
For example, in this RBA we have a dropdown field called 'Applicability' and it has the options 'Yes' and 'No'. We want issue association to be automated if the respondent selects 'No' for this requirement's 'Applicability' field, so we select the corresponding field and response and click Link issues.
All issues currently in your libraries are displayed here. You can perform the following actions regarding this response, to this field, of this requirement.
- Select + next to an issue to link it; a green check indicates the issue has been linked (1).
- Select Linked to show all issues currently linked (2).
- Use the available search and filter functions to find your issues (3).
Click on the arrow next to each issue to view its details. Back out of the Linked rules view by clicking on the arrow next to it, and you can see that the answer 'No' now has the ticked issue linked to it. There is also a cog icon that indicates automation next to the requirement.
Adding recommended issues when responding to the RBA
While responding to the RBA, when a response to a field of a particular requirement is selected that has issue automation, you will see issue recommendations.
Expand the Issues & actions dropdown to see the recommended issues. You can link them from here or click into them to see their details.
A recommended issue from the issue libraries may already exist in the issue register. You can choose to create a new version of this issue on the issue register, or link the response to the issue that already exists in the issue register.
You will be asked to Compare the recommended issue and the issue that exists on the issue register.
Compare the recommended issue with the issue that already exists on the issue register and choose to either create a new version of the recommended issue (1), or link the response to the existing issue on the issue register (2).
Once the choice has been made, the issue will appear under Linked issues.
