Updating
- Assigning Roles and Divisions
- Setup Mode/Admin Menu
- Adding an Attachment
- Editing a Record
- Managing Drop-Downs, Multi-Selects, and Multi-Levels
- Linking Records Between Modules
- Reviews & Actions
- Database History & Restoring Historical Records
- Restoring a Deleted Record (Archived)
- Resetting a User’s Password
- Scoring a Risk (Inherent, Residual, Target & Appetite)
- Risk Score Aggregation
- Risk Relations/Related Risks
- Risk Flows
- Risk Bow Tie
- Modifying a Risk Score Set
- Template Risk Score Sets
- Editing a Guidance Tab (E.g. Impact Guidance)
- Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
- Advanced Filtering on Reports (Filtering Via Code)
- Creating Your Own Custom Views
- Editing a View
- Creating an Automated Email – When a record is Updated (Trigger)
- Loading/Saving a Particular Users View
- Adding a Control Policy
- Attaching a Policy to a Control
- Attaching a Control to a Risk
- Control Weightings
- Activating/Deactivating a Control
- Adding a new column to an Excel Report
- Accessing Linked Records Inside a Working Paper
- Editing a Translation Pack
- Assigning a Translation Pack to a User
- Mass Editing a Newly Created Translation Pack
- Editing 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?
- Importing Errors & Issues
- Basel II and Sox Categories
- Modifying a User Field to Limit or Allow Specific Users
- Adding Option Pass and Fail Criteria
- Question Option Visibility
- Adding Question Pass and Fail Override Criteria
- How do I make a Question Required?
- Questionnaire Question Visibility
- Adding Questionnaire Pass and Fail Override Criteria
- Scheduling a Survey
- 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)
- Workshops Stages
- Workshop Risk Treatment Plans
- Workshop Escalating Risks to a Register
- Linking Risks to Incidents
- Linking Controls to Incidents
- Answering a DPIA Questionnaire
- Adding DPIA Risks
- Resetting a DPIA Questionnaire
- 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
- Changing a Record Reference
- Adding Recommendations & Actions
- Editing an Automated Email – Sending to a Different Module Role (E.g. Risk Manager) (Trigger)
- Editing an Automated Email – Sending to a Record User (Trigger)
- Editing an Automated Email Reminder – Sending to a Different Module Role (E.g. Risk Manager) (Scheduler)
- Editing an Automated Email Reminder – Sending to a Record User (Scheduler)
- What are Widgets?
- Risk Heat Map (Risk Matrix)
- How do I change a Risk Score Colour?
- How do I Delete an Action?
- Template Risks
- Audit Trails
- How do I buy more Licenses?
- How do I buy more Modules?
- Moving Divisions (Restructuring)
- Document Status Logic
- Document Reviews
- Document Approval Process
- Document Change Request Process
- Setting Up Document Statuses
- Adding Due Diligence Sections, Issues and Actions
- Imports with Hierarchical Data
- Unlinking Records from a Module
- Reporting Permissions
