Getting Started with Frameworks
You create a framework and define information in the framework. A framework can include the following items:
- Objectives
- Narratives (Internal Control workflows only)
- Risks
- Procedures / Controls
- Test Plans (Internal Control workflows only)
After creating a framework, you import items from a framework into one or more projects. Any items imported to a project are linked to the items in the framework so changes to one can be synced to the other.
Importing items
Importing an item means you are copying it from one location to another. When you import items, you also have the option to import associated items. For example, if you import a control, you can also import risks associated to the control.
For more information on importing specific items, see:
- Cloning and importing objectives
- Importing narratives
- Importing risks
- Importing procedures or controls
When you import a control, the test plan is imported automatically. You cannot import a test plan separately from a control.
If you import an item that is source linked to another framework, the links are not maintained. The new item is treated as new source information.
Syncing frameworks with projects
See Syncing projects with Frameworks.
Backing up and exporting frameworks
To backup or export a framework, you must first import the framework into a project. Then, you can backup and export the project containing the framework information, and archive the project.
