The Move function lets you change an object’s location within a module without altering its content. This is useful for reorganizing or aligning objects with updated structures. All relationships and history remain intact after a move.
How to Move an Object
- Navigate to selected object’s Diagram (only for processes) or Details page.
- In the Edit dropdown, select “Move”
- Select the object under which you want to move the object.
- Select “Move” to confirm.
Rules & Limitations
Permissions
- Users need at least Write permission to be able to move objects.
Logical Parents
- Objects can only be moved into a logical parent:
- Documents, Risks, Controls, Rules, Entities & Attributes can only be moved from Folder to Folder
- Roles, Resource, Assets can only be moved from Org Unit to Org Unit
- Org Units can be moved from Org Unit to Org Unit, from Org Unit to Org Set, or from Org Set to Org Set
- KPIs, KRIs, KCIs can be moved from Indicator to Objective, Indicator to Indicator or from Objective to Objective
- Processes can be moved from Sub-Process to Sub-Process, from Sub-Process to Process Set, or from Process Set to Process Set
- Folders can be moved from Folder to Folder, Folder to Set or Set to Folder
Lock
- Moving any object that is being edited by another user is prevented. The user will receive a lock error message. An example of a message is given is the Edit Lock page.
- Moving a process to a new parent that is being edited by another user is prevented. The user will receive the same lock error message.
- Moving all objects (except processes) to a new parent that is being edited by another user is not prevented. The user will not receive the lock error message.
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