Cloning and importing objectives

Note

Depending on your organization's project or framework configuration, objectives may also be called sections, processes, cycles, functional areas, application systems, or another custom term.

Clone or import objectives to build out your own templates or programs, re-use existing projects or frameworks, or execute a similar process in a different location.

Before you start

Before you can clone or import objectives, you need to:

  1. Create the source and target projects and/or frameworks.
  2. Define objectives in the source project or framework (if you want to clone or import your own objectives).
  3. Ensure that both your source and target projects and/or frameworks have the custom attributes and fields you need.

Requirements

Cloning or importing objectives requires that both the source and target project and/or framework:

Objectives imported from Content Library are compatible with both Workplan and Internal Control workflows.

How it works

Cloning objectives

When you clone an objective, you are adding an exact copy of the objective to the same project/framework, or to another project/framework. You can clone objectives from active projects and frameworks within the same HighBond instance or to different HighBond instances.

You can only clone one objective at a time.

Importing objectives

When you import an objective, you are copying information from one location in HighBond to another. You can import objectives from active projects, archived projects, frameworks within the same HighBond instance, or the Content Library.

You can import multiple objectives at one time.

Tip

You can import objectives from frameworks as part of your assurance plan setup. For more information, see Defining assurance plans.

Considerations and limitations

Limitations

You can define a maximum of 500 objectives per project or framework.

How items are copied when project types are different

When cloning or importing an objective, if the target project or framework has a required field that is blank, the first available value from the required field is chosen.

Example

You are importing an objective (containing risks and controls) from Project A to Project B. The projects have different project types.

The Prevent or Detect? control field in Project A is blank. When you import the control to Project B, the field will also be blank. However, because the field is required, this will cause the import process to fail.

To complete the import process successfully, the first available value (Prevent) is automatically chosen from the following list of values: Prevent, Detect, N/A.

Items copied only when project types are the same

The following items are copied only if the project type of the source project and target project are the same:

If the project type of the source and target project or framework are not the same, only field values from the above items are copied.

Including project results

You have the option to include project results in the target project when you import an objective from an active or archived project to another active project.

Project results include:

  • Execute Procedures/Walkthroughs
  • Tests
  • Issues (issue information, remediation plan, and retesting information)
  • Requests associated with the above items
  • Actions
  • Latest versions of attachments
    Note

    If you have linked files in Citation Mode, only files uploaded on the Objective page, or on pages associated with the Objective (Narrative, Risk, Control, Execute Procedure/Walkthrough, Test Plan, or Testing) are cloned or imported. Any text linked to files that have been uploaded to other pages are displayed as highlights in Citation Mode.

    Note

    Citation Mode highlights and linked files do not display in framework narratives.

If you choose not to include project results, the above items are excluded from the cloning or import process.

Cleansing sensitive data

When you clone an objective from one project to another, and subsequently edit the objective in the target project, field-level changes containing source project data are reflected under History in the target project.

To avoid cloning confidential information from one project to another or from one HighBond instance to another:

  1. Clone the objective to the same project.
  2. Cleanse any sensitive data.
  3. Import the objective into the appropriate project.

What happens when I clone or import objectives?

The inclusion or exclusion of project items is based on the method you use to clone or import objectives.

Permissions

Professional Managers and Professional Users can clone objectives.

Professional Managers, Professional Users, and users assigned the View Archived Projects privilege can import objectives.

Clone objectives from active projects

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Open a project you want to clone objectives from.

    The project dashboard opens.

  3. Click the Fieldwork tab.
  4. Click Go To beside the objective to clone and then select Overview.
  5. Scroll to the bottom of the page and click Clone Objective.

    The Clone Objective dialog box opens.

  6. Complete the following fields:
    • Select an Organization Select the appropriate HighBond instance to clone to the objective to.

      To search for a HighBond instance, enter a keyword in the search box. Results are automatically filtered as you type.

    • Select a project Select the appropriate project to clone the objective to.

      To search for a project, enter a keyword in the search box. Results are automatically filtered as you type.

  7. Optional. Select Include project results if you want to copy Execute Procedures/Walkthroughs, Tests, Issues, Actions, and latest versions of attachments to the target project.
  8. Click Clone.

    Result The objective is cloned.

Clone objectives from frameworks

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

  1. Open Frameworks.

    The Frameworks homepage opens.

  2. Open a framework you want to clone objectives from.

    The framework dashboard opens.

  3. Click the Sections tab.
  4. Click Go To beside the objective to clone and then select Overview.

    The Clone Objective dialog box opens.

  5. Scroll to the bottom of the page and click Clone Objective.
  6. Specify the target of the cloned objective by selecting the appropriate HighBond instance and project.
  7. Click Clone.

    Result The objective is cloned.

Import objectives to active projects

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

  1. Open the Projects app.

    The Projects homepage opens.

  2. Open a project you want to import objectives to.

    The project dashboard opens.

  3. Click the Fieldwork tab.
  4. Click Import Objective.
  5. Select the appropriate project under the Active or Archived list, or a framework from the Framework list, or a risk and control framework from Content Library, that you want to import objectives from.
  6. Select the objectives you want to import.
  7. Optional. Include project results If you are importing from an active or archived project, select this option to include Execute Procedures/Walkthroughs, Tests, Issues, Actions, and latest versions of attachments in the import.
  8. Click Import.

    Result The objectives are imported.

Import objectives to frameworks

Note

Interface terms are customizable, and fields and tabs are configurable. In your instance of HighBond, some terms, fields, and tabs may be different.

  1. Open Frameworks.

    The Frameworks homepage opens.

  2. Open a framework you want to import objectives to.

    The framework dashboard opens.

  3. Click the Sections tab.
  4. Click Import Objective.
  5. Select the appropriate project under the Active or Archived list, or a framework from the Framework list, or a risk and control framework from Content Library, that you want to import objectives from.
  6. Select the objectives you want to import.
  7. Click Import.

    Result The objectives are imported.