When editing a question in the Question Library, users can automatically link records - like Controls, Actions and Risks - from workflows they have access to. These pre-linked records will automatically appear in any new questionnaire that includes the question, saving time and ensuring consistency.
How It Works
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Navigate to the Question Library.
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Select or search for the question you want to edit.
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In the individual question setup page, scroll to the section titled Related Records.
- You’ll see a table that allows you to link records from different workflows (e.g., Actions, Findings, Exceptions), provided you have access.
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Each row in the table corresponds to a record that can be linked.
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Tabs help you switch between workflows.
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- Select the records you want to link to the question and click Link Records.
What Happens Next?
Once records are linked in the Question Library:
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Any new questionnaire that includes the question will automatically display the linked records in the question block.
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These records become readily accessible to Reviewers during assessments, supporting faster and more informed decision-making.
Tips and Best Practices
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Ensure that the records you link are timeless or generally applicable, since they’ll appear in every future questionnaire using that question.
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Only users with appropriate workflow access can link records from that workflow.
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If a record becomes outdated or irrelevant, you can update the question in the library to remove or replace the link.