changes.mady.by.user amani imtiyas
Saved on Nov 13, 2023
Saved on Nov 14, 2023
...
USER FUNCTION GUIDES
ADMIN FUNCTION GUIDES
Introduction & Logging In
Welcome
Logging In
Home Page and Navigation
Home Page
Welcome Panel
Top Navigation Panel
Common Icons
My Quick Update
My Risks
Risk Actions
My Controls
My Approvals
Key Risk Indicators (KRIs)
Control Register
Overview
Control Title Link
Control Links
New Controls
Search/Filter
Export to Excel
Executive Intelligence
EIS Risk
EIS Securities
Risk Analysis
Heatmap Dashboard
Dashboard
Chart Settings
Widget Colours
Overview Tab
Risk Tab
Controls Tab
Actions Tab
My Settings
Language
Change Password
Settings
My Quick Update Settings
Regional Settings
Risk Registers
Group and Filter/Search Records
Sorting by Monte-Carlo projection values
Excel Export
Add New Risk
Strategic Risk Register
Performance Indicators
Operational Risk Register
Project Risk Register
Quick Settings
Critical Path Delays
IT Risk Register
Risk History
Risk Assessment
Initial (Inherent) Risk Assessment
Heatmap within Assessment Tabs
Primary Risk Sub Categories
Secondary Risk Categories
Controls
Creating a Risk as a Draft for Approval
Add to Business/Strategic Plan
Current/Residual Risk Assessment
Future Risk Assessment
Monte Carlo Analysis
Risk Review
Attach Documents
Create Linkages
Risk Appetite Configuration
Appetite Benchmarks
Assign Appetite Benchmarks
Set Up Rating Types
View Risk Appetite Ratings
Risk Action Performance Indicators
Colour Codes
Performance Calculations
Performance Threshold Values
Risk Action Grid in Risk Assessments
Adding a New Action to a Risk
Linking an Existing Action to a Risk
User Permissions for Adding/Linking Action to a Risk
Risk Action Details
Linkages
Convert Risk Action to Control
Create Task from Risk Action
Links
Risk Actions and Audit Recommendations
Control Management
Pre-conditions
Creating a Control
Control Details
Control Details Tab
Documents Tab
Links Tab
Control Record Details
Adding a Control Record Detail
Quick Risk Action Search
Quick Treatments Search
Quick Recommendation Search
Quick Recommendation Update Page
Risk Approval
Static Hierarchy Permissions
Flex Hierarchy Permissions
Risk Preparing and Approving
Risk Reports
Full Risk Register Report (Standard)
Simple Risk Register (Standard)
Individual Risk Report (standard)
Operational Risk Report (Standard)
Project Risk Report - Standard
Strategic Risk Report - Standard
Risk Action Summary Report
Risk Executive Report
Risk Professional System Administration Report
Risk Status Report
Risk Action Status Report
Risk Action Report
Risk Linkages Report
Prerequisites
Permissions and Staff Management
Risk – Static Permissions
Risk – Flex Permissions
Controls – Static Permissions
Controls – Flex Permissions
Staff Management
Risk Settings
Risk Types
Criteria
Appetite
Risk Rating Type
Calculations
Risk Aggregation
Categories
Treatment
Risk Code
Bow Tie
Field Configuration
Add multiple Hierarchy type Linkage Fields
Rearrange Order of Fields
Enter a Label Name for a Field
Add a Help Text to a Field
Making a Field Visible and/or Mandatory
Making a Field visible in My Quick Updates
Hyperlinked Fields
Critical Path Delays for Project Risks
Risk Review Tab
Hiding the Risk Review tab in the Workflow
Risk Actions Tab
Displaying Performance Indicators for Risk Treatment Actions
Register Configuration
Risk Templates
Approvals
Display Text
Risk Review Commentary
Review Frequency
Custom Lists
Consequence Table
Likelihood Table
Heatmap Settings
Custom Hierarchy Lists
Control Settings
Control Rating
Control Field Sequence
Control Field Label Name
Control Field Help Text
Unique per Record
Unticked (maintained as common fields)
Ticked (maintained as unique fields)
Ticked and Unticked (maintained as a combination of unique and common fields)
Field Visibility in Control Detail, Control
Record Details, and Control Record Grid pages
Displaying Fields in the My Quick Update page
Mandatory Fields
Hyperlinked Control Fields
Control Assessment Tab
Notification Configurations
Email Templates
Email
Email Server Configuration
Users and Staff
Users
User List
Manage Users
Staff Grouping
Organisation Details and Other
Client Details
Directorate
Business Unit
Service Profile
Staff
Static Hierarchy Users
Flex Hierarchy Users
Actions
Projects
Add Project Specific Permissions for Project Risks
Viewing Linked Project Risks in Project Risk Register
Key Risk Indicators
Risk Administration
Notification Templates
Notifications
Email Triggers
System Settings
Configuration
SWOT Type
Action Progress Targets
Document Management
Action Progress Thresholds
Reassign Staff Responsibilities
Permissions
Navigation
Reassigning Staff Responsibilities
Accessing staff responsibilities
Reassigning responsibilities individually
Reassigning responsibilities in bulk
Risk Reports – Administration
Administration Reports
Organisation View
Organisational List
Staff list
User Overview
Risk Profile Map Report
Overdue Summary Report
Risk Control Overview Report
Troubleshooting