Group similar issues using the Compliance Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • When you are creating an issue using the Compliance Workspace, you have the option of grouping the issue with other similar issues as part of an existing parent issue group.

    Before you begin

    Role required: (per product)
    • In Policy and Compliance Management: compliance_admin, compliance_manager, or sn_compliance.user
    • In Risk Management: risk_admin, risk_manager, or sn_risk.user
    • In Audit Management: audit_admin, audit_manager, audit_admin, or sn_audit.user

    Procedure

    1. Navigate to one of the following locations:
      • Policy and Compliance > Issues > Create New.
      • Risk > Issues > Create New.
      • Audit > Issues > Create New.
    2. On the form, locate the Parent field.
    3. Click the bulb icon and select Issues with existing parent from the Group with drop-down list.
    4. Select Similar issue to group the similar issue with the current issue.
      The parent issue of the issue you select becomes the parent issue of the current issue.
    5. You can view the issue in the group by clicking the Issues tab.