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Overview

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An audit created with a Jira connection allows ZenGRC users to continue their workflow while collaborating with coworkers who only want have access to work in Jira. It is managed similarly to a regular audit and include the following:

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• The audit can be connected to any Jira project within the connected Jira instance.
• Requests imported during audit setup are automatically created in Jira.
• Tasks can be created in ZenGRC and linked to any Jira issue.

At this time, there is no way to review all linked Jira issues in ZenGRC. We recommend reviewing them within the Jira application.

• Request assignees, reviewers and verifiers do not need to exist in ZenGRC. As long as they are Jira users, they can be assigned to the request.

ZenGRC also allows access from ZenGRC into Jira for limited editing. This means you don't have to log into Jira for many of the updates needed on ZenGRC audits, requests or Jira issues linked in ZenGRC tasks.

Working with Requests

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Once requests are imported into a Jira-connected audit in ZenGRC, they are also created in Jira. This communication works both ways, meaning changes in Jira are reflected in ZenGRC requests and vice versa.

Accessing Jira from the Audit

Accessing Jira from a Request

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A task must already exist in ZenGRC prior to linking to Jira. However, a new Jira issue can be created directly from a ZenGRC task . Connecting a taand saved in the Jira project selected.

Connecting to an Existing Jira Item

To connect a task to an existing Jira item, complete the following stepsteps:

1. Create or open a task.
2. Click the ellipses in the top right (if your browser is maximized, an Actions button replaces the ellipses) and select Link to Jira.
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3. In the dialog box, enter a search term and click Search.
   
   

   Tip
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   The Search box does not auto populate, so you will need to know a word in the Jira Key or Summary fields in order to search.

   
   
   
   

4. Select an option from the results.
   
   
   
   

5. Click Save. The page refreshes to display information from the Jira issue.
   
   
   
   

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   These The Jira fields can only be edited in Jira.

   
   

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1. Create or open a task.
2. Click the ellipses in the top right (an Actions button replaces the ellipses if your browser is maximized) and select Create new Jira issue.
   
   
   
   

3. In the Project dropdown, select an option.
   
   

   Tip
   title TIP
   The Project dropdown populates with displays projects in the connected Jira instance. This then populates the Issue dropdown with selections from the chosen Jira project.

   
   
   
   

4. Select an option in the Issue dropdown and click Create new. Alternatively, click Back to cancel and return to the prior page.
   
   
   
   

5. A new dialog box displays with fields to complete that are dependent on the selected Jira project setup.
   
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   Note
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   At this time, user names cannot be transferred from Jira to ZenGRC, so clicking in the Assignee and Reporter text boxes do not provide a dropdown of names. The information expected is the user name in Jira following the @. For example, the following screenshot is from Jira and displays a list of users. Only the information in the red box (without the @) is accepted in the ZenGRC fields. ("Eddy" or "Eddy Editor" will prompt errors, but "michael+editor" won't.) The user must be in Jira, but does not have to be in ZenGRC. Only one user can be assigned per field. These are not a mandatory fields, so a workaround is to create the issue without assigning names. Then, log into Jira and assign users.

   
   

Editing a Jira Issue Linked in a ZenGRC Task

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Unlinking or Replacing a Linked Item

Only one Jira item can be linked within a task.

To remove the link between a task and a Jira item, complete the following steps:

1. Open the task.
2. Click the ellipses in the top right (an Actions button replaces the ellipses if your browser is maximized) and select Unlink Jira issue.
   
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3. In the dialog box, click Unlink. Alternatively, click Cancel to close without changes.
   
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To replace the link between a task and a Jira item with a different Jira item, complete the following steps:

1. Open the task.
2. Click the ellipses in the top right (an Actions button replaces the ellipses if your browser is maximized) and select Replace Jira issue.
3. The dialog box displays allowing you to search or create a new Jira issue.