Overview

The Link to Existing feature allows end-users to share data across assessments and applications, which helps to prevent assessing the same objects multiple times. When activated, users can add previously assessed data when scoping and launching another assessment (e.g., sharing controls across business units or between various applications, like Risk Management and Compliance Management). Users can also add previously assessed objects via an Advanced Relationship Table.

User Account Requirements

The users account you use to log into Resolver must have Administrator permission to activate the Link to the existing feature.

Related Information/Setup

Please refer to the Scope & Launch category for more information on scoping and launching an assessment.

Please refer to the Rely On Shared Objects in a Relationship Table article for more information on sharing previously assessed objects on an Advanced Relationship table.

Navigation

1. From the Home screen, click the System icon.

System Icon

2. From the Admin Overview screen, click the Assessments tile under the Data Model section.

Assessments Tile

3. From the Admin: Assessments screen, enter an assessment keyword (e.g., Assessment Name) in the search field to narrow the search results.

Search Field

4. Click on an Assessment Name link.

Assessment Name Link

Activating the Link to Existing Feature

1. From the Admin: Edit Assessment screen, scroll to the Configuration tab.

Configuration Tab

2. Activating the toggle switch on the Assessment Data column for the Focus Object Type will activate/deactivate the Assessment Data toggle switch for all other object types.

Focus Object Type - Assessment Data Toggle Switch

3. The toggle switch on the Assessment Data column must be activated for an Object Type to activate the toggle switch on the Option to Link to Existing column. The toggle switch on the Option to Link to Existing column will be greyed out if the toggle switch on the Assessment Data column is deactivated.

Assessment Data Toggle Switch

4. Click the toggle switch on the Option to Link to Existing column next to Object Types to activate the Link to Existing feature. The toggle switch will appear blue when the feature is active for the selected object type.

Option to Link to Existing Toggle Switch

5.  Some object types relate to an object type above it. When activating/deactivating a toggle switch for an object type, the toggle switch for all related object types below will also be activated/deactivated.

Deactivated Toggle Switches

Activated Toggle Switches

6. If an object type relates to another, hovering the cursor over an Object Type name will open the Related pop-up that tells the users which object type it relates to.

Related Pop-up

7. If the Link to Existing feature is activated on duplicate object types, the system will randomly pull data from one object type path.

Duplicate Object Types Activated

7. Click the Done button to apply all changes and return to the previous screen.

Done Button