Administration – Configuration
This article contains: |
1. Overview |
The Configuration menu provides access to change various Riskonnect Product Suite configuration settings which the Administrator can change according to your organisation's requirement.
Access the Configuration menu via the Navigation Menu > Administration > Configuration.
2. Document Management |
If you wish to have an integration for document management within Audit areas such as Audit, Findings, Recommendation, the details can be setup to be configured here to have an integration with your source document management system (e.g. Content Manager).
You will need to add the DMS name, username, and password of the web service and its source URL to set it up. Additionally, you can test the connection to see if the source system and Audit's integration is working and the web service is set up correctly.
3. Settings |
This area allows you to configure various additional settings within the Riskonnect product suite.
Below listed are the configurations applicable to Risk Audit.
Configuration | Description |
|---|---|
Audit Finding Page Edit List Has Audit Year Instead of Audit No | This configuration will display the Audit Year instead of the Audit Number in the Audit Finding Page Edit List. |
Audit Finding Page Edit List Sort On Audit No, Finding No | This configuration will sort the Audit Finding Page Edit List based on Audit Number and Finding Number. |
Audit Recommendation Page Edit List Has Audit Year Instead of Audit No | This configuration will display the Audit Year instead of the Audit Number in the Audit Recommendation Page Edit List. |
Audit Recommendation Page Edit List Sort On Audit No, Finding No, Recommendation No | This configuration will sort the Audit Recommendation Page Edit List based on Audit Number, Finding Number, and Recommendation Number. |
Default Audit Recommendation Review Frequency | This configuration is to select a default audit recommendation review frequency in the Recommendation Review Details page. Set values from: Annual, Half Year, Quarter, Bi-Month, Month, Fortnight, Week. |
Document Management Link | This configuration is to enter your Content Manager document management system URL here. |
Document Management System | This configuration is to enable the Document tab within the audit module. |
Document Management System Domain | This configuration is to enter your Content Manager document management system domain here. |
Document Management System Password | This configuration is to enter the password for logging in, to your Content Manager document management system. |
Document Management System Username | This configuration is to enter the username for logging in, to your Content Manager document management system. |
Enable Audit Recommendation Review | This configuration is to enable the visibility of the Recommendation Review Details tab. This will be placed next to the Recommendation Details tab. |
Enable Breadcrumb feature in the Audit module | This configuration enables the bread crumb trail of audits, findings, and recommendations in the audit module. |
Hide Additional Staff Details of Audit Recommendation | This configuration will hide additional details of the Recommendation Responsible Officer (telephone number, email, division, business unit, team) in the Recommendation page. |
Hide the ability to link to existing risk actions in the audit recommendation links tab | This configuration will disable users from linking to any existing Risk Actions in the Risk Action grid in the Recommendation Links tab. |
Restrict audit recommendation progress fields to the primary and secondary responsible officers | This configuration will only let the primary and secondary responsible officers to edit the action status, status report, and completion date fields of the recommendation, while all other fields will be disabled. |
