Content Comparison

Overview

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

• The An audit can be connected to any Jira project within the connected Jira instance.
• Requests imported during audit setup The audit and imported requests are automatically created in Jira and linked together.
• All audit and request updates are transferred in real time between Jira and ZenGRC.
• Tasks ZenGRC tasks can be created in ZenGRC and linked to any Jira issue.
• 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 a 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.

• If you're a user in the linked Jira project, ZenGRC seamlessly opens the application for direct access.
  
  

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Accessing Jira from an Audit

The majority of information for a Jira audit can be directly accessed and updated within ZenGRC. However, there may be times, when you want to open Jira.

The quickest way to open an audit in Jira is directly from the Audits page prior to opening the individual audit. To do this, complete the following steps:

1. Click Audits in the left-hand navigation.
2. Scroll to desired audit.
3. Click Open in Jira.
   
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Once the individual audit is opened from the Audits home page, access Jira by completing the following:

1. Click Actions | Open in Jira.
   
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To open Jira and export information, complete the following:

1. Click Actions | Export from Jira.
   
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Working with Requests

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

Opening a Jira Request

Editing a Jira Request

Accessing Jira From a Request

Linking a ZenGRC Task to Jira

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 and saved in the the selected Jira project selected.

Connecting to an Existing Jira Item

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

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.
   
    
   
   

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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   The Jira fields can only be edited in Jira.

   
   

Linking a ZenGRC Task to a New Jira Item

To create a new Jira item and connect it to a task, complete the following step:

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.
   
   

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   The Project dropdown 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.
   
   
   
   

   Note
   title IMPORTANT
   At this time, user names The Assignee and Reporter text boxes expect Jira user names. Since user information cannot be transferred from Jira to ZenGRC, so clicking in within the Assignee and Reporter text boxes do not provide a dropdown of names. The information expected is the user name in Jira following boxes won't prompt a name dropdown. But the expected information includes user names from Jira that follow the @. For example, the following below 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.

   
   

Opening a Jira Issue Linked in a ZenGRC Task

To create a new Jira item and connect it to a task, complete the following step:

1. Create or open a task.

Editing a Jira Issue Linked in a ZenGRC Task

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.
   
   
   
   
3. In the dialog box, click Unlink. Alternatively, click Cancel to close without changes.
   
   
   
   

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.