Importing narratives

Copy narratives and associated items from a framework to a project to build out your own templates or programs, re-use existing frameworks, or execute a similar process in a different location.

Before you start

Before you can import narratives, you need to:

1. Create a project and a framework.
2. Define objectives in the project and framework.
3. Define narratives in the framework.
4. Ensure that both your source framework and target project have the custom attributes and fields you need.

How it works

You can import narratives from a framework to an active project within the same Diligent One instance. Then, if you make changes to an imported narrative in the project, you can sync those changes back to the framework. For more information, see Syncing projects with frameworks.

Requirements

Importing narratives requires that both the framework and project:

• have project types that are the same workflow (Internal Control)
• have the same number of testing rounds

Considerations and limitations

Limitations

• Citation Mode highlights and linked files do not display in framework narratives.
• Each objective in a project or framework can contain a maximum of 1000 risks and 1000 controls.

How items are copied when project types are different

When importing a narrative, if the target project has a required field that is blank, the first available value from the required field is chosen.

Items copied only when project types are the same

The following associated items are copied only if the project type of the framework and project are the same:

• assessment drivers and linked metrics
• custom attributes

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

Including control associations

You have the option to include control associations to the narrative. If you choose to include control associations, the following occurs:

Scenario	What happens
The associated controls do exist in the target project.	Narratives are imported and associated with existing controls.
The associated controls do not exist in the target project.	Only narratives are imported.

If you do not choose to include control associations, only narratives are imported.

What happens when I import a narrative?

The following information is included or excluded when you import a narrative:

Included items	Excluded items
Narrative attributes Title, Description Narrative associations Latest versions of attachments Control associations Only included if this option is selected when importing narratives	Issues, requests, to-dos, and time entries associated with narratives Control associations, such as walkthroughs, test plans, and testing rounds

Permissions

Professional Managers and Professional Users can import narratives.

Import narratives to active projects

Import narratives from a framework to another active project.

1. Open the Projects app.

   The Projects homepage opens.

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

   The project dashboard opens.

3. Click the Fieldwork tab.
4. Click Go To next to the appropriate objective and select Narratives.
5. Click Import Narrative.
6. Select the appropriate framework from the Framework list that you want to import narratives from.

   A list of narratives, organized by objective, displays.

7. Select the narratives you want to import.
8. Include each Control association If you are importing from a framework to an active project, keep this option selected to include control associations:
   • If the controls do exist in the target project Narratives are imported and associated with existing controls.
   • If the controls do not exist in the target project Only narratives are imported.
9. Click Import.

   Result The import process begins.