Business Rule Settings - Add Reference
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This reference article documents all Add Reference settings for CMO Business Rules. Add Reference Settings are used to configure options for allowing Audits / Documents / Findings / Actions to be related to each other by referencing them.
Each of these settings can be found by following this path in CMO:
- Log in as an Admin.
- From the home screen, click Admin.
- Click Business Rules from the side bar menu.
- Click your company name.
- Navigate to the Add Reference section of settings.
The table below describes setting options for the References section on the Business Rules page.
Note: All of these features are standalone items. Enabling or disabling them should have minimal affect on other features or modules.
| Setting |
Functionality |
| Event |
When checked, this allows Audits/Documents/Findings/Actions to be related to each other, by referencing them. Disabling any of these will disassociate that standalone item from the others. |
| Document |
| Document Folder |
| Finding |
| Action |
| Log |
| Obligation |
| Training |
| Entity |
When checked, this allows Entities to be added as references to other system objects. |
| Control |
When checked, this allows Controls to be added as references to other system objects. |
| Source |
When checked, this allows Sources to be added as references to other system objects. |
| Test (Finding Test Register) |
When checked, this allows test entries to be added as references to other system objects. |
| Client |
Allows clients to be added as references to other system objects. |