How to Use the Attachment Menu

Summary

This guide explains how to attach both existing and new Issues, Action Plans, Risk Scenarios, Audit Plans, Files, and URLs to a record within a register. Use the Attachment menu (paperclip icon) to keep all documentation related to the record in one place.

Start from the Register
Follow these steps to begin any type of attachment:

• Select the record from the Issue, Action Plan, Risk Scenario, or Audit Register.
• Click the paperclip icon on the right side of the screen.
• If the Attachment menu is not visible, click to expand it.

Attaching Existing Items

Attach an Existing Issue, Action Plan, Risk Scenario, or Audit Plan

1. Scroll to the section for the item you want to attach (e.g., Issue).
2. Click Attach.
3. Select the Department that owns the item.
4. Choose the item(s) from the dropdown menu.
5. Click Add, then Close.

Attach an Existing File or URL

1. Scroll to Files or URLs in the Attachment menu.
2. Click Attach.
3. Select the Department that owns the item.
4. Choose the file(s) or URL(s) from the dropdown.
5. Click Add, then Close.

Attaching New Items

Create and Attach a New Issue, Action Plan, or Risk Scenario

1. Scroll to the appropriate section (e.g., Risk Scenario).
2. Click Attach.
3. Select the Department that will own the item.
4. Click Create to open a new form.

Upload a New File

1. Scroll to the File section in the Attachment menu.
2. Click Attach.
3. Select the Department that will own the file.
4. Drag and drop files into the upload area.
5. Click Close.

Add a New URL

1. Scroll to the URLs section.
2. Click Attach.
3. Select the Department that will own the URL.
4. Click Create URL.
5. Paste the URL into the provided field.
6. Enter a Title for the URL.
7. Click Submit.

Removing an Attachment

To remove any attached item (Issue, Action Plan, Risk Scenario, Audit Plan, File, or URL):

1. Open the record from the register.
2. Click the paperclip icon to open the Attachment menu.
3. Scroll to the section where the item is listed (e.g., Files, Issues).
4. Locate the attached item you want to remove.
5. Click the Remove button next to the item.
6. Click Close.

The item will be unlinked from the record (note: the original item is not deleted—just detached).
 

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