Creating new items can be done in one of two ways:
The first method is from within the main Data Risk Management Health Check page by adding an item to the regulatory line item, this is typically done, for example if a compliance rating was assigned as partially compliant to list the mitigating actions that are being committed to being undertaken to address the compliance gap. Using this approach in the item details screen the ‘linked regulation line item’ is created as a hyperlink, which is drillable back to the source and is displayed as a pop-up.
The second method is to click on Items in the main menu then Create Item. This provides a screen allowing the user to enter a summary description of the item, define the item type, item status and target end dates for resolution, as well as, assign this to an owner hierarchy (e.g. Group, Division, Team and Individual).
Supporting evidence can also be attached to the particular item and a more detailed description and resolution details can be added.
When additional comments are added, these are stored along with date/timestamp to enable a full audit history of item management to be available at any time. Items can also be printed, emailed or downloaded to PDF allowing items to be effectively managed in external forums (i.e. team meetings).