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Business Rule Settings - Add Reference

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:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. 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.
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