Link a compliance issue to the compliance records it relates to, such as a Risk, Regulation Version, Control Version, Policy Version, or Audit, so the issue is traceable to its source for reporting and audit follow-up.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To map a Compliance Issue to a compliance record: |
Compliance Admin permission set OR IT Compliance Fulfiller permission set |
- From the App Launcher, find and select Compliance Issues.
- Open a Compliance Issue record.
- To link the Compliance Issue to other Compliance records, click the Related tab.
- On the Compliance Issue Risk Associations related list, click New.
- In the Risk field, search for and select the Risk record you want to associate with the issue.
- Save your changes.
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To map the issue to another compliance object, follow the same steps using the
corresponding related list.
- Compliance Issue Regulation Versions links the issue to a Regulation Version. To map to a specific clause as well, also select a Regulation Clause Version for more granular traceability.
- Compliance Issue Control Versions links the issue to a Control Version.
- Compliance Issue Policy Versions links the issue to a Policy Version. To map to a specific clause as well, also select a Policy Clause Version for more granular traceability.
- Compliance Issue Audits links the issue to an Audit.