Links

The Link tab in each business requirement will enable you to link Projects, actions and risks to the specific business requirement.

You can navigate to Linkage pages by selecting the relevant category of linkage (Projects/Actions/Risks) from the Links dropdown menu.

Any Linkage page mainly consist of two sections.

  1. The first part of the page displays the records which are currently linked to the business requirement. you can delete/remove the linkage using the 'Delete' Icon.
  2. Meanwhile, the second part of the page allows the user to search for an existing record and link it to the business requirement and/or to select from a list of available records (using the tickbox) and link them to the business requirement.

For Example, if you wish to see the Projects Linkage page, you can navigate through Links > Projects. Then you would be taken to a page similar to the one shown below

 

You would be able to see the list of projects currently linked to the business requirement in the first section of the page. The second section allows you to search for a project, select the project using the tick box and link it to the business requirement by clicking on the 'Link' button. alternatively, you can select the projects from the available projects list by ticking the check box, and click on the 'Link' button to link them to the specific business requirement.

The same pattern is applied to Actions Linkage page and Risks Linkage page.

Below tables explain the filter options available in the respective linkage pages

Filters for searching projects:

Filters

Description

Project Name

Type the Title of the project you would like to search for

Project Code

Type the code of the project to search for

Project Type

Select the type of the project from the drop down menu

Responsible officer

Select the responsible officer of the project from the drop down menu

Project Status

Select the status of the project from the drop down menu

 

Filters for searching Actions:

Filters

Description

Action No

Type the Action Number to search for

Action Title

Type the title of the action to search for

Responsible officers

Select the responsible officer of the action from the drop down menu

Action Filters

Select an action filter from the drop down menu

Related plans

Select a related plan from the drop down menu

Status

Select the status of the action from the drop down menu

 

Filters for searching Risks:

Filters

Description

Risk Title

Type the title of the risk to search for

Revised Risk Rating

Type the revised risk rating to filter the risk records

Business Units

Select the Business Unit from the drop down menu

Initial Risk Rating

Type the Initial risk rating

Responsible Officer

Select the responsible officer from the drop down menu

Risk Type

Select a risk type from the drop down menu

Future Risk Rating

Select a future risk rating from the drop down menu

Risk Category

Select a risk category from the drop down menu

Risk Assessment Level

Select a risk assessment level from the drop down menu

 

 

 

 

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Last revised: November 26, 2017