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Overview


NOTE

For overall information on integrating Jira and ZenGRC, please see Jira Connector.


After Jira and ZenGRC are connected, you can select the Jira option when setting up an audit. This documentation shows where that option resides, along with additional steps needed when setting up a Jira audit.

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


To create a Jira audit, complete the following steps:

  1. Click New in the left-hand navigation and Audit.



  2. Complete the fields and select Jira in the Managed in drop-down.



    TIP

    The dropdown boxes that display when Managed in Jira is selected are determined by settings in the connected Jira instance. These selections 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.

  3. In the Jira project dropdown, select a project. This displays additional Jira dropdowns. Make selections for each.



    TIP

    These selections override settings chosen when establishing connection between your ZenGRC and Jira instances.

  4. Click Next. After this point, you can no longer change where the audit is managed

    NOTE

    For complete instructions on this step, please see Step 1: Adding Basic Audit Information.

Step 2: Defining the Scope


Step 2 in audit creation is the same for Jira, Jira beta release, and regular audits. For complete instructions on these steps, please see Step 2: Defining the Scope.

Step 3: Setting up Audit Requests - Jira Beta


IMPORTANT

Populating the requests template for a Jira beta audit has special considerations and is described in Configuring CSV Import for the Jira Connector - Beta.

Steps 4 and 5


Step 4 and 5 in audit creation are the same for Jira, Jira beta release, and regular audits. For complete instructions on these steps, please see Step 4: Generating Assessments and Step 5: Reviewing and Starting the Audit.
 

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