Managing a Jira Audit

Overview

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

• The audit can be connected to any Jira project within the connected Jira instance.
• Requests imported during audit setup are automatically created in Jira.
• Tasks can be created in ZenGRC and linked to any Jira issue.

At this time, there is no way to review all linked Jira issues in ZenGRC. We recommend reviewing them within the Jira application.

Working with Requests

Accessing Jira from the Audit

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. Connecting a ta

Connecting to an Existing Jira Item

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

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

   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.
   
   

   TIP

   These 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.
   
   

   TIP

   The Project dropdown populates with 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.
   
   

   IMPORTANT

   At this time, user names cannot be transferred from Jira to ZenGRC, so clicking in the Assignee and Reporter text boxes do not provide a dropdown of names. The information expected is the user name in Jira following the @.

   For example, the following 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.

Unlinking or Replacing a Linked Item