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.
NOTE
For overall information on integrating Jira and ZenGRC, please see Jira Integration.
TIP
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
NOTE
This section provides additional tips for creating a Jira audit. For complete instructions on this step, please see Step 1: Adding Basic Audit Information.
To create a Jira audit, complete the following steps:
- In the left-hand navigation, click New and select Audit (External) or Audit (Internal).
On Step 1: Adding Basic Audit Information, complete the fields and select Managed in Jira (beta).
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The dropdown boxes that display when Managed in Jira (beta) 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
The following selections determine how Jira is structured and do not impact ZenGRC. For example, if you select "Epic" in the Audit issue type dropdown, Jira creates your audit as an Epic. And the selection of "Task" in the Request issue type dropdown means all audit requests imported during audit set up will be created as a Task in Jira.
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Selections made in audit creation override settings chosen when establishing connection between your ZenGRC and Jira instances.
Click Next.
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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.
NOTE
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
NOTE
This section provides tips for creating a Jira audit. For overall instructions on this step, please see Step 4: Setting up Audit Requests.
The template for setting up audit requests in a Jira audit needs to be altered prior to import and is described in Configuring CSV import for Jira integration.
After populating the Jira template, and importing requests, the page displays request details. However, there is no action to take. To continue audit creation, complete the following:
- Click Next.
- The page displays for a final review.