Integrating with ACL GRC

Integrating with ACL GRC

You can attach Excel worksheets and workbooks to ACL GRC Project Manager or publish data to ACL GRC Results Manager.

Attaching Excel files to Project Manager

You can attach individual worksheets that contain at least one Add-In for Excel table or entire workbooks. Workbooks do not require Add-In for Excel tables to be attached.

Row notes and row statuses are retained when you attach an Excel file.

Note

Project Manager allows multiple files with the same file name as the date and time of the last save is used to differentiate files. Files that are saved in Project Manager are displayed in the attach dialog box in the chronological in which they were saved.

Attach an Excel file to Project Manager

  1. Click the ACL Add-In tab and do one of the following:
  2. If you are prompted to sign in to ACL GRC, enter your account email address and password and click Sign in.
  3. In the attach dialog box, browse to the folder where you want to save the file.

    You can only open folders that permit attaching files. The Save button becomes active when you browse to a folder that permits file attachment.

    You can attach files to any folder you have permissions to that allows documents to be attached in the Project Manager user interface.

  4. Enter a name in the File name field or accept the existing name and click Save.
  5. When the file has been attached successfully, click Close.

Publish data to Results Manager

  1. Click the ACL Add-In tab and select ACL GRC > Publish Data.
  2. If you are prompted to sign in to ACL GRC, enter your account email address and password and click Sign in.
  3. In the Select Columns to Publish dialog box, choose the columns to publish to the control test and click OK.
  4. In the Select Destination Control Test for Exceptions dialog box, browse to the folder where you want to publish the data to and click OK.

    You can only open folders that permit publishing. The OK button becomes active when you browse to a control test that permits publishing.

    You can publish results to any control test you have permissions to in the Results Manager user interface.

  5. Click OK in the confirmation dialog box.

Sign out of ACL GRC

Click the ACL Add-In tab and select ACL GRC > Sign out from ACL GRC.

You are immediately signed out from ACL GRC. You will be prompted to log in the next time you attempt to complete an ACL GRC task in Add-In for Excel.