Add
- Creating/Adding Divisions
- Creating/Adding Users
- Assigning Roles and Divisions
- Setup Mode/Admin Menu
- Adding a Record
- Adding an Attachment
- Creating a Risk Register
- Managing Drop-Downs, Multi-Selects, and Multi-Levels
- Preparing Data for Import (Default)
- Linking Records Between Modules
- Reviews & Actions
- Adding a Translation Pack
- Creating a Word Report (Basic Data Output)
- Creating an Audit Entity
- System Error Messages
- Creating an Automated Email – When a record is Created (Trigger)
- Importing Data (Generic)
- Importing Data (Risk Register Specific)
- Template Risk Score Sets
- Importing Users
- Importing Divisions
- Creating an Excel Report (Basic Data Output)
- Creating an Excel Tabular Report (Perfect for CSV)
- Creating an Excel Audit Report (Audit Log Of Changes)
- Creating an Advanced Word Report (Adding Functions)
- Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
- Creating Your Own Custom Views
- Adding a Grid Column
- Adding Help Tips & Placeholder text
- Creating an Audit Issue Report
- Creating an Audit Issue (Audit Tracker)
- Creating a Working Paper
- Creating an Automated Email Reminder – When a Record is Due (Scheduler)
- Why are new risks not showing up?
- Adding an Audit Plan
- Enabling SAML for Users in Symbiant
- Creating an Automated Email – When a record is Deleted (Trigger)
- Adding a Control Policy
- Attaching a Policy to a Control
- Attaching a Control to a Risk
- Control Weightings
- Accessing Linked Records Inside a Working Paper
- Adding a Timesheet
- Adding an Assessment (Surveys & Questionnaires)
- Importing a Translation Pack
- Adding a Default Translation Pack
- Creating a Locale Specific View (Translated View)
- Why can’t I see specific users when trying to add record owners?
- Why can’t I see specific users when trying to assign actions?
- Creating a Question Option
- Creating a Question and Linking Options
- Creating a Questionnaire and Linking Questions
- Creating a Survey
- Importing Errors & Issues
- Basel II and Sox Categories
- Modifying a User Field to Limit or Allow Specific Users
- Adding Option Pass and Fail Criteria
- Creating an Automated Email Reminder – When a Record is Overdue (Scheduler)
- Adding Question Pass and Fail Override Criteria
- How do I make a Question Required?
- Questionnaire Question Visibility
- Adding Questionnaire Pass and Fail Override Criteria
- Modifying a Currency Field to Set Default
- Responding to a Survey
- Key Risk Indicators (KRI’s)
- Control Assessments
- Multi-Factor Authentication (Google Authenticator)
- How do I assign a specific Risk to a specific Register?
- Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
- Creating a Workshop
- Workshops Stages
- Workshop Escalating Risks to a Register
- Adding an Incident Contact
- Creating an Incident
- Linking Controls to Incidents
- Creating a DPIA
- Answering a DPIA Questionnaire
- Adding DPIA Risks
- Creating an Action Tracker
- Adding Tracker Findings
- Approving and Validating Tracker Findings
- How do I assign a specific Record to a specific Division?
- How do I assign a specific Record to a specific User?
- How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
- Symbiant System Best Practices
- Risk Appetite Logic
- Managing Risk Categories
- Limiting Access of Users in Symbiant
- Changing a Record Reference
- Adding Recommendations & Actions
- What are Widgets?
- Risk Heat Map (Risk Matrix)
- Template Risks
- Audit Trails
- How do I globally replace a user for another?
- Creating Dropdown Option Selections
- How do I buy more Licenses?
- How do I buy more Modules?
- Moving Divisions (Restructuring)
- Setting Up Document Types
- Document Status Logic
- Adding a Document Record
- Document Reviews
- Document Approval Process
- Document Change Request Process
- Setting Up Document Statuses
- Preparing Data for Import (Risks)
- Preparing Data for Import (Users)
- Creating a Due Diligence
- Adding Due Diligence Sections, Issues and Actions
- Imports with Hierarchical Data
- How to Hide/Unhide Fields
- Creating a new SHE Entry
- Attaching an Investigation to a SHE Incident
- Creating a SHE Stop and Talk Entry
- SHE Actions
