Adding an issue to a walkthrough, a test plan, a test, or a risk

Professional Managers and Professional Users can add issues to a walkthrough, test plan, test, or risk directly from its card in Assessments. Each card also includes the full list of issues that have been added by you or others in Assessments and Projects, which you can view or edit.

1. Under My Activities, select the expand arrow to open a card.
2. Select Add an Issue.
3. Complete the fields in the Add Issue screen.
   Note

   Rich text fields cannot exceed 524,288 characters.

   Tip

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   Field	Description
   Title/Headline optional	the title of the issue The maximum length is 255 characters.
   Description	a detailed description of the issue
   Owner	specifies the person responsible for the issue If you specify a user that has been added to the Diligent One instance, the person receives an email notifying them that they have been assigned the issue if the issue is published. If the issue is not published, the person receives this email when the issue is published. Note When you bulk upload issues and specify a Diligent One user's email in the Owner field, the person is also automatically assigned the issue in the Projects app. However, the person does not receive an email notification about the issue assignment. If you specify a name or email of a person that has not been added to the Diligent One instance, the person's name or email displays in the field, but the person is not automatically assigned the issue and notified via email.
   Issue Type	specifies the classification of the issue, such as "Deficiency", "Significant Deficiency", "Material Weakness", or "Management Recommendation"
   Date Identified	specifies the date when the issue was identified
   Severity optional	specifies the intensity of the issue, such as "High", "Medium", or "Low"
   Published optional	specifies whether the issue is visible to all users (Published), or hidden from users assigned the Contributor Tester, Contributor User, Oversight Executive, and Oversight Reviewer roles (Not Published). Issues must be published before Diligent One notifies the owner. Issues must be published to appear in Strategy when risks are linked to objectives. For more information, see Defining risk treatment.
   Recommendation optional	the recommended actions to be taken based on the issue
   Custom Issue attributes optional	a maximum of 10 custom attribute fields associated with the issue Project Admins and Project Type Admins can define custom attributes for issues under Manage project types.

4. Select Show more to add additional details to the issue.

   Field	Description
   Issue ID optional	the numeric, alphabetic, or alpha-numeric identifier for the issue The maximum length is 255 characters.
   Executive Owner optional	specifies the executive owner of the issue If you specify a user that has been added to the Diligent One instance, the person receives an email notifying them that they have been assigned the issue. Note When you bulk upload issues and specify a Diligent One user's email in the Executive Owner field, the person is also automatically assigned the issue in the Projects app. However, the person does not receive an email notification about the issue assignment. If you specify a name or email of a person that has not been added to the Diligent One instance, the person's name or email displays in the field, but the person is not automatically assigned the issue and notified via email.
   Project Owner optional	specifies the project owner of the issue If you specify a user that has been added to the Diligent One instance, the person receives an email notifying them that they have been assigned the issue. Note When you bulk upload issues and specify a Diligent One user's email in the Project Owner field, the person is also automatically assigned the issue in the Projects app. However, the person does not receive an email notification about the issue assignment. If you specify a name or email of a person that has not been added to the Diligent One instance, the person's name or email displays in the field, but the person is not automatically assigned the issue and notified via email.
   Risk / Impact optional	the description of the risk or the impact the issue will have
   Scope optional	the extent to which the issue affects the organization, such as "Local" or "Global"
   Escalation Level optional	the person, department, or organizational body that this issue should be brought to, such as "Owner", "Executive", or "Board"
   Cause optional	what caused the issue to occur
   Effect optional	the effect the issue will have on the organization
   Executive Summary optional	a high level overview of the issue that typically summarizes information from other related fields, such as risk/impact, cause, and effect
   Cost Impact optional	the estimate or actual monetary cost associated with the issue

5. Select Save to record your updates and add the issue.
6. Select Issues to view the full list of issues that have been added for that walkthrough, test plan, test, or risk.
7. Select the expand arrow for the Issues section to view the full list of issues that have been added for that walkthrough, test plan, test, or risk.
8. Select the edit icon for an issue to update any of the fields listed above.
   Note

   Only Professional Managers and Professional Users are able to edit issues.

9. Select any issue from the list to view it in the Projects application and access additional functions, including the Follow-up & Remediation and Retest Information sub tabs. See Remediation and retesting issues.
   To learn more about managing issues in Projects, see Managing issues and remediation.

Contextual information

When you expand a walkthrough, test plan, test, or risk card, you can view buttons at the bottom that provide you contextual information. You can view and manage information about the following:

• Issues

• Requests

• Test Plans

• Associated Risks

• History

• Control X-Ray

You can click the button for which you want to view or manage information. Click All to open all the contextual information buttons. On the information card, you can use the , , or icon to move, expand, or contract the card respectively.

For the description of buttons, see the Contextual information buttons table.

Contextual information buttons

Button	Description
Issues	Displays the number of issues associated with the activity. It displays for the following activity types: Walkthrough (Controls) Test (Controls) Test plan (Controls) Risks
Requests	Displays the number of requests associated with the activity. It displays for the following activity types: Walkthrough (Controls) Test (Controls) Test plan (Controls) Risks
Test Plan	Displays the number of test plans associated with a test or a walkthrough. The button doesn’t display when a test or a walkthrough is in one of the following states: Completed Preparer has signed off and is about to be assigned to the next reviewer after a non-preparer sign off.
Associated Risk	Displays the number of risks the selected Control helps to mitigate. This button doesn’t display when a test, test plan, or walkthrough is completed.
History	Displays when a Control is signed off by a preparer.
Control X-Ray	Displays for a test, test plan, and walkthrough. Displays information such as the results of previous testing and key attributes. You can use this information to gain a better understanding of the activities that you are working on in Assessments. The following contextual information is available: A link to the procedure or control A link to the source framework, if applicable and its attributes Previous testing results and sample sizes Related risks Previous issues - Issues do not appear if they were not published or were not created on the related procedure or control page. For more information, see Recording issues. Related narratives Related compliance maps Related assets - If you have a subscription to IT Risk Management, have associated assets to a risk category in a project, and view a control associated with that risk category. For more information, see Working with assets
Associated Controls	Displays when you expand a risk card. Displays the associated controls.
Attributes	Displays the attributes of an action.