Get help for ARIS Risk and Compliance

Download the objects. (quick video)

1. Click Explorer.

2. Click Test Management > Control tests. The list is displayed.

3. Enable the check boxes of objects you want to download () or open the form of the relevant object.

4. Click Download. The Offline processing dialog opens.

5. If you are assigned to multiple roles select the role that you want to use for generating the offline file.

6. Click OK. The File download dialog is displayed.

7. Click Save file to download the file to your Downloads folder.

8. Click OK.

   The offline file is generated in Microsoft® Excel format. The objects are locked for processing by other users. You can edit the objects on any computer at any time.

If required, unlock the objects to cancel offline processing. (quick video)

Warning

An offline file generated previously can no longer be uploaded for the unlocked objects.

1. Click Home.

2. Click My offline objects. The list is displayed.

3. Enable the check boxes () of the objects for which you want to cancel offline processing ().

4. Click Unlock. An offline file generated previously can no longer be uploaded for these objects.

5. The objects are removed from the list of offline objects and released for processing by other users.

Edit the objects downloaded. (quick video)

1. Open the objects downloaded.

2. In the Excel file, edit the mandatory fields highlighted in color, for example, status and optional fields.

3. Save your input.

Upload the edited objects using the automatic confirmation. (quick video)

1. Click Home.

2. Click My offline objects. The list is displayed.

3. Click Upload. The Select offline objects dialog opens.

4. Click Browse. The File upload dialog opens.

5. Navigate to the offline file and click the relevant file. You can use files in Excel or ZIP format.

6. Click Open. File upload dialog closes. The selected file is transferred to the Select offline objects dialog.

7. Click OK. The Upload offline objects dialog opens.

8. For each object, select the editor responsible. The editors available for selection depend on the role you used to log in. If you have offline operator privileges, you can select different editors. Only your own role is offered for selection if you do not have the privilege to upload objects for other users.

9. Select the Automatic confirmation type.

10. Click OK. A success message is displayed.

11. Click OK again.

12. The offline files uploaded are processed. The editable attributes of the offline objects are checked automatically. You receive a notification containing information about the objects that were successfully updated in ARIS Risk and Compliance and which objects include invalid attribute values and therefore need to be corrected based on the detailed information and then need to be uploaded again.

Correct automatically updated objects. (quick video)

1. Click Home.

2. Click My messages.

3. Open the notification relating to the objects uploaded. The default subject is Offline processing - Upload process summary. The notification supplies detailed information on invalid and missing attribute values.

4. Open your offline file again, correct any error, and save your changes.

5. Upload the corrected offline file.