Group issues in the Workspace

Group issues within your workspaces to organize and manage related issues. Grouping similar issues can streamline your workflow and save time.

Before you begin

Role required: risk_admin, risk_manager, or sn_risk.user

About this task

Grouping issues under a parent can streamline your workflow and save time. All child issues are managed under a single parent, making it easier to track and address them collectively. You can group different types of issues under a single parent when issues belong to the same project or audit to gain a holistic view of how different issues are managed. Grouping issues under a parent helps in organizing and prioritizing them, reducing the redundancy of solving similar issues, and ensuring that issues are addressed in a coordinated manner.

You can enable the Advanced issue grouping functionality property to use the advanced issue grouping features, such as management methods for issue grouping and making standalone issues into parents. For more information, see Governance, Risk, and Compliance properties.

Important:

When you group issues with confidentiality enabled, you can add confidential child issues only under a confidential parent issue.

Procedure

1. Navigate to All > Risk > Risk Workspace.
   You can navigate to your specific workspace.
2. Select the list icon and navigate to the issues.
3. Select the check boxes next to the issues that you want to group.
4. Select Group.
5. On the form, fill in the fields.

   Table 1. Group issues form

   Field	Description
   Group type	Option to select the group type. The available options are as follows: Create a group: Option to create a new parent issue to form a group. Add to an existing group: Option to create a group with an existing parent issue. Make standalone issue as a parent: Option to select an existing standalone issue and make it as a parent to create a group. Note: The Make standalone issue as a parent option is only available if the Advanced issue grouping functionality property is enabled. For more information, see Governance, Risk, and Compliance properties.
   Parent issue name	Name of the new parent issue. This field appears only when Create a group is selected from Group type field.
   Parent issue	Option to select an existing parent issue or to select an existing standalone issue and make it as a parent. This field appears only when Create a group or Make standalone issue as a parent is selected from Group type field.
   Management method	Option to specify whether the issue is managed from a parent issue or as an individual child issue. The available options are as follows: Manage parent: When you select the Management method as Manage parent, the child issues inherit the values of the State, Response, and Explanation fields from the parent issue. Manage child: When Manage child is selected, the child issue maintains its own State, Response, and Explanation fields individually. Note: The Management method field is only available if the Advanced issue grouping functionality property is enabled. For more information, see Governance, Risk, and Compliance properties.
   Description	Additional information about the issue group.

6. Select Group.