Relate entities to each other

Create relationships between entities to understand how controls and risks affect each other and how they affect the enterprise.

Before you begin

Role required:

• sn_compliance.admin or sn_compliance.manager
• sn_risk.admin or sn_risk.manager
• sn_audit.admin or sn_audit.manager

Procedure

1. Navigate using any of these options.
   • Policy and Compliance > Scoping > All Entities.
   • Risk > Scoping > All Entities.
   • Audit > Scoping > All Entities.
2. Open the entity record from the list.
3. Perform one of the following actions.

   Option	Description
   To specify that the current entity is downstream of another entity	Click the Add button in the Upstream entities related list.
   To specify that the current entity is upstream of another entity	Click the Add button in the Downstream entities related list.

4. Select the desired entities to relate the current entity to and click Create Relationship.

Result

The entities displayed after clicking Add on the Upstream entities or Downstream entities related lists are limited based on the current entity's class and the tier it belongs to.

Note:

If there are no eligible entities which can be related to the current entity, then the Add button is not displayed on the Upstream entities or Downstream entities related lists.