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. |