# Linking Findings and Assets

After creating a priority, findings and assets can be associated with the **Priorities** module.

{% hint style="info" %}
Findings and assets can also be linked to a priority from the **Clients** module using bulk actions.
{% endhint %}

## Linking Findings

<mark style="background-color:yellow;">Step 1:</mark> From the **Priorities** module home page, click the row or **View** under the "Actions" column of the priority to update.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FIlmjuZjUBW6ciIHGTIJm%2Fimage.png?alt=media&#x26;token=4b7d27ce-56c0-478f-8ed5-3defe06382c0" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Findings** tab.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F8q9YF17bw5Orc5Q1jQGM%2Fimage.png?alt=media&#x26;token=d2b0e5d5-dc50-40f3-bd6e-75a2c5c9ef77" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click **Link Findings**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FQQ9jpkb9EEf25diIikTP%2Fimage.png?alt=media&#x26;token=8ae73441-7fd8-405e-98ad-fee6e9a20ab2" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Use the filters on the left nav bar to reduce the list.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FBSsCgTQ9ARxjIuM1wsSS%2Fimage.png?alt=media&#x26;token=434be84d-eebb-42a1-9fcb-06a99dac872b" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select the findings to link. Click **Continue with X findings**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FspVqVgGIVPTscE9FsGI4%2Fimage.png?alt=media&#x26;token=9c0048df-4b5d-41bf-817c-9d68658651fc" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Select any affected assets to link. Use the assets filters to narrow the search results. Click **Link affected asset** or **Continue without assets**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F6IU8UMKHdlxpmyYXowWl%2Fimage.png?alt=media&#x26;token=e2caaddb-b3ba-4e4e-88cf-98f94ec02859" alt="" width="563"><figcaption></figcaption></figure></div>

The user is returned to the **Findings** tab page. A notification confirms the action, and the page refreshes with the recently added findings.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FmJNVSdfrVarhGPB1lBzG%2Fimage.png?alt=media&#x26;token=42a7b99f-7768-4278-8180-09845c3a370c" alt="" width="563"><figcaption></figcaption></figure></div>

Any affected assets added will be displayed on the **Assets** tab.

## Linking Assets

<mark style="background-color:yellow;">Step 1:</mark> From the **Priorities** module home page, click the row or **View** under the "Actions" column of the priority to update.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FpAD8b2AVqmFup5NGmchE%2Fimage.png?alt=media&#x26;token=b41cda6c-8b7c-444f-987b-cbaa0b33a9ed" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Assets** tab.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FAY39riUCXKVNNrgVlHhk%2Fimage.png?alt=media&#x26;token=a2871cb9-2b2f-48d3-88e6-1536897bd821" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click **Link Assets**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FDgWLwFw8MiFdYyummDmQ%2Fimage.png?alt=media&#x26;token=f4cc50d4-a9bd-42d3-af55-cf8feec43915" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Use the filters so that the list only shows assets relevant to the priority.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FoOSG8yf4IZKMl3G9upD4%2Fimage.png?alt=media&#x26;token=9d1597e0-e8b1-4286-b9a2-3c312ab562d5" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select the assets to link. Click **Continue with X assets**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fxk4jRHGeWfepN47rFFbW%2Fimage.png?alt=media&#x26;token=c9603068-5fc9-4572-b7f1-5619a1ae2a3f" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark> Select any associated findings to link. Use the findings filters to narrow the search results. Click **Link x associated findings** or **Continue without findings**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FwlPqcteJLkLHa20ABv7x%2Fimage.png?alt=media&#x26;token=5c1b6974-c7bc-4329-a794-cb1675b65682" alt="" width="563"><figcaption></figcaption></figure></div>

The user is returned to the **Assets** tab page. A notification will appear confirming the action, and the page will refresh with the recently added assets appearing.

## Unliking Findings and Assets

Findings and assets included in a priority can be removed individually or via bulk actions. Any findings or assets removed from a priority will remain in their existing reports and not be deleted from PlexTrac.&#x20;

{% hint style="info" %}
Any assets associated with a finding will remain in the priority after the finding is unlinked, and any findings added via its association with an asset will remain after an asset is unlinked.&#x20;
{% endhint %}

### Unlinking a Finding

<mark style="background-color:yellow;">Step 1</mark>: Click the **Findings** tab from the priority details page.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FGhdwVUcuguLLpVAq7Om5%2Fimage.png?alt=media&#x26;token=e32c22c6-78ea-48b4-93cc-aa261d059717" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2a</mark>: Click the meatballs menu of the priority and click **Unlink finding from priority**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FHsg139gDMxATXB8v5bHE%2Fimage.png?alt=media&#x26;token=90f0290b-2dbc-4463-ab21-31a936fda524" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2b</mark>: Select multiple findings, click the Actions button, and click **Unlink findings from priority**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2Fs7ojzEh5tEwPKkKSfxNz%2Fimage.png?alt=media&#x26;token=eaba16b7-bffa-43d4-9ea7-b66fc22c4ed0" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3</mark>: A dialog box will appear asking for confirmation. Click **Unlink**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FsnWjVfOK0awlxEtnO1Ks%2Fimage.png?alt=media&#x26;token=50243f7c-12d3-4e46-bcaa-00227766e325" alt="" width="362"><figcaption></figcaption></figure></div>

### Unlinking an Asset

<mark style="background-color:yellow;">Step 1</mark>: Click the **Assets** tab from the priority details page.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FXDcjinQz6F6eekf0pKaO%2Fimage.png?alt=media&#x26;token=3c67a289-4d4a-4379-8ac4-16c18941180b" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2a</mark>: Click the meatballs menu of the priority and click **Unlink asset from priority**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F8fMtyrsLZLYkkFNBmkIb%2Fimage.png?alt=media&#x26;token=7f08fb63-ec3a-498b-92c0-f0ae59efd166" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2b</mark>: Select multiple findings, click the Actions button, and click **Unlink assets from priority**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FISPxy7xLfwkEEuNuB9QP%2Fimage.png?alt=media&#x26;token=6830940d-9703-40c4-b9a6-537bb89a1fa7" alt="" width="563"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3</mark>: A dialog box will appear asking for confirmation. Click **Unlink**.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FwUBgiHPzN6V0aVqIrG5M%2Fimage.png?alt=media&#x26;token=4d13d2e4-3c21-4185-9dc9-058478d5b28b" alt="" width="358"><figcaption></figcaption></figure></div>
