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Issues, Action Plans and Request Lists

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After I have created an issue and am building and action plan or request list it would be nice if that information populated from the existing issue so we are not typing this information over and over.  Is that something that is out there?

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  • Mike Davis

    Hi Tammi!

    Sorry for my delay. This got list in the shuffle a bit but am circling back on your question here.

    Currently in GRC, action plans and requests are created manually after an issue is documented. While there is no direct method of auto-populating action plans or request lists from existing issue details, the process allows for manual entry of details such as task title, instructions, owner, and due date when creating action plans (more info here).
     
    If you are looking for automation to reduce repetitive data entry, this feature is not explicitly available however I"m happy to pass along these customization options to our product team for potential enhancements.
     
    Let me know if you have any follow-ups or need anything else. Cheers!
     
    Let me know if you'd like further assistance or clarification!
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