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Overview
After Jira and ZenGRC are connected, you can select the Jira option when setting up an audit. This documentation shows where that option resides.
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For overall information on integrating Jira and ZenGRC, please see Jira Integration. |
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Existing audits cannot be converted to Jira. The option can only be selected during the creation of a new audit after the ZenGRC and Jira integration is complete. |
Step 1: Adding Basic Audit Information
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This section provides additional tips for creating a Jira audit. For complete general instructions on this step, please see Step 1: Adding Basic Audit Information. |
To create a Jira audit, complete the following steps:
- In Click New in the left-hand navigation , click New and select Audit (External) or Audit (Internal).
On Step 1: Adding Basic Audit Information, complete and select the type of audit.
Complete the fields and select Managed in Jira.
Tip title TIP The dropdown boxes that display when Managed in Jira is selected are determined by settings in the connected Jira instance.
- In the Jira project dropdown, select a project.
This displays additional Jira dropdowns. Make selections for audit issue type, request issue type, and request issue link type.
Tip title TIP The following selections only determine how Jira is structured and do not impact ZenGRC. For example, if you select "Epic" in the Audit issue type dropdown, your audit is created as an Epic in Jira. And the selection of "Task" in the Request issue type dropdown means all audit requests imported during audit set up will be created as Tasks in Jira.
Tip title TIP Selections made in audit creation override settings chosen when establishing connection between your ZenGRC and Jira instances.
Click Next.
Tip title TIP Once Next is clicked, you can no longer change where the audit is managed.
Step 2 and Step 3 - Jira Audit Creation
Step 2 and Step 3 in audit creation are the same for Jira and regular audits.
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For complete instructions on these steps, please see Step 2: Defining the Scope and Step 3: Exporting Audit Data or Setting up a Template |
Step 4: Setting up Audit Requests - Jira
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Updating Populating the requests template for a Jira audit has special considerations and is described in Configuring CSV import for Jira integration. |
After populating following the steps to populate the Jira requests template, and then importing requestsit, the page displays import details. However, there is no action to take. To continue audit creation, complete the following:
- Click Next.
- The page displays for a final review.
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For complete instructions on this step, please see Step 4: Setting up Audit Requests. |
Step 5: Reviewing and Starting the Audit
Step 5 in audit creation is the same for Jira and regular audits.
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For complete instructions on this step, please see Step 5: Reviewing and Starting the Audit |