Understanding Workflows

Overview

One of the keys to a successful ZenGRC audit is understanding workflows of items that play crucial roles. This also includes knowing how to set up email notifications in a way that works for your organization.

The following are objects that utilize email notifications in their workflows and can be used in audits:

• Requests - Requests are created to collect evidence on the effectiveness of controls. 
• Assessments - Once requests are completed, users assigned to assessments review the evidence and decide whether the controls are effective or ineffective.
• Tasks - Tasks are not specific to audits, but they can play an important part in information gathering. Their workflow is the same as requests.  

For full definitions of these objects and others, please see ZenGRC Definitions.

Item Workflow

To understand workflows for items in an audit, please consider the following:

1. Tasks and requests workflows are described together in the To-Do List documentation. Please see Workflow for Requests and Tasks.
2. Assessments function slightly different and are explained separately in the To-Do List documentation. Please see Workflow for Assessments.
3. Once item workflows are understood, please review Email Notifications to determine how to configure them so they best serve your organization's needs.