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User InformationAdmin InformationSystem Setup InformationUser FAQAdmin FAQTechnical FAQ

Navigation & Accessibility

  • System Navigation Overview
  • Dashboard Layout Tools
  • Filtering Data
  • Advanced Filtering
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User Basics

  • Adding a Record
  • Adding an Attachment
  • Editing a Record
  • Deleting a Record (Retractions)
  • Resetting your Password
  • Generating A Report
  • Filtering on Reports
  • Linking Records Between Modules
  • Unlinking Records from a Module
  • Reviews & Actions
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Risk Register Basics

  • Scoring a Risk (Inherent, Residual, Target & Appetite)
  • Risk Heat Map (Risk Matrix)
  • Risk Appetite Logic
  • Risk Score Aggregation
  • Risk Relations/Related Risks
  • Risk Flows
  • Risk Bow Tie
  • Key Risk Indicators (KRI’s)
  • Basel II and Sox Categories
  • Template Risks
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Control Basics

  • Adding a Control Policy
  • Attaching a Policy to a Control
  • Attaching a Control to a Risk
  • Control Weightings
  • Activating/Deactivating a Control
  • Control Assessments
  • Generating a Control Report
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Workshop Basics

  • Creating a Workshop
  • Workshops Stages
  • Workshop Risk Treatment Plans
  • Workshop Escalating Risks to a Register
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Incident Basics

  • Adding an Incident Contact
  • Creating an Incident
  • Linking Risks to Incidents
  • Linking Controls to Incidents
  • Generating an Incident Report
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Survey & Questionnaire Basics

  • Creating a Survey
  • Scheduling a Survey
  • Responding to a Survey
  • Generating a Survey Report
  • Locking a Survey
  • Why can’t I see Questions in a Survey?
  • Questionnaire Basics
    • Creating a Questionnaire and Linking Questions
    • Questionnaire Question Visibility
    • Adding Questionnaire Pass and Fail Override Criteria
    • Question Basics
      • Creating a Question and Linking Options
      • Question Option Visibility
      • Adding Question Pass and Fail Override Criteria
      • Question Option Basics
        • Creating a Question Option
        • Adding Option Pass and Fail Criteria
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Monitoring Action Tracker Basics

  • Creating an Action Tracker
  • Adding Tracker Findings
  • Approving and Validating Tracker Findings
  • Generating a Tracker Action Report
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DPIA Basics

  • Creating a DPIA
  • Answering a DPIA Questionnaire
  • Adding DPIA Risks
  • Resetting a DPIA Questionnaire
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Due Diligence Basics

  • Creating a Due Diligence
  • Adding Due Diligence Sections, Issues and Actions
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Audit Basics

  • Creating an Audit Entity
  • Creating an Audit Issue Report
  • Creating an Audit Issue (Audit Tracker)
  • Adding Recommendations & Actions
  • Generating an Audit Issue Tracker Report
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SHE Basics

  • Creating a new SHE Entry
  • Attaching an Investigation to a SHE Incident
  • Creating a SHE Stop and Talk Entry
  • SHE Actions
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Working Paper Basics

  • Creating a Working Paper
  • Accessing Linked Records Inside a Working Paper
  • Adding an Audit Plan
  • Adding a Timesheet
  • Adding an Assessment (Surveys & Questionnaires)
  • Generating a Working Paper Report
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Document Management Basics

  • Document Status Logic
  • Adding a Document Record
  • Document Approval Process
  • Document Change Request Process
  • Document Reviews
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Symbiant AI

  • AI – Generating Ideas
  • AI – Record Fields
  • AI – Generating Dropdown Ideas
  • AI – Rewriting Content
  • AI – Finding Links
  • AI – Finding Similar
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System Errors & Issues

  • System Error Messages
  • Login Issues
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Admin Basics

  • Setup Mode/Admin Menu
  • Creating/Adding Users
  • Transferring Ownership from One User to Another (Assuming)
  • Making a User Active/Inactive
  • Delete a User
  • Changing a Record Reference
  • Managing Drop-Downs, Multi-Selects, and Multi-Levels
  • Resetting a User’s Password
  • Checking System Attachment Storage
  • Database History & Restoring Historical Records
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System Translations

  • Adding a Translation Pack
  • Editing a Translation Pack
  • Mass Editing a Newly Created Translation Pack
  • Assigning a Translation Pack to a User
  • Exporting a Translation Pack
  • Importing a Translation Pack
  • Adding a Default Translation Pack
  • Creating a Locale Specific View (Translated View)
  • Editing a Locale Specific View (Translated View)
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Importing Data

  • Preparing Data for Import (Default)
  • Imports with Hierarchical Data
  • Importing Data (Generic)
  • Preparing Data for Import (Risks)
  • Preparing Data for Import (Users)
  • Importing Users
  • Importing Divisions
  • Importing Errors & Issues
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Automated Emails (Task Based)

  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email – When a record is Created (Trigger)
  • Creating an Automated Email – When a record is Updated (Trigger)
  • Creating an Automated Email – When a record is Deleted (Trigger)
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • 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)
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Automated Email Reminders (Time Based)

  • Activating and Deactivating an Automated Email (Trigger) and (Scheduler)
  • Creating an Automated Email Reminder – When a Record is Due (Scheduler)
  • Creating an Automated Email Reminder – When a Record is Overdue (Scheduler)
  • Setting up Recurring Schedules
  • How to Receive Module Specific Emails as System Admin (Trigger) and (Scheduler)
  • 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)
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System Views

  • System Views (Quick Explainer)
  • Creating Your Own Custom Views
  • View Editor Tool Overview
  • Editing a View
  • How to Hide/Unhide Fields
  • Loading/Saving a Particular Users View
  • What are Widgets?
  • Adding a Grid Column
  • Adding Help Tips & Placeholder text
  • Modifying a User Field to Limit or Allow Specific Users
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Exporting Data

  • Exporting Dashboard Data
  • Exporting Divisions
  • Exporting Users
  • Generating the System User Details Report
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System Errors & Issues

  • Resolving System Issues
  • System Error Messages
  • Login Issues
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Reporting Suite Tutorial

  • Creating a Word Report (Basic Data Output)
  • Creating an Excel Report (Basic Data Output)
  • Creating a PowerPoint Report (Basic Data Output)
  • Creating an Excel Tabular Report (Perfect for CSV)
  • Creating an Excel Audit Report (Audit Log Of Changes)
  • Adding a new column to an Excel Report
  • Removing a column in an Excel Report
  • Creating an Advanced Word Report (Adding Functions)
  • Advanced Report Coding (Using Owners, Divisions & Assignees in a Report)
  • Advanced Report Syntax
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Advanced System Functionality

  • Multi-Factor Authentication (Google Authenticator)
  • Symbiant API
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Document Management (System Setup)

  • Setting Up Document Types
  • Setting Up Document Statuses
  • Document Storage Limits and File Sizes
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System Setup

  • Creating/Adding Divisions
  • Creating/Adding Users
  • Assigning Roles and Divisions
  • Delete a User
  • Creating Dropdown Option Selections
  • Transferring Ownership from One User to Another (Assuming)
  • Multi-Factor Authentication (Google Authenticator)
  • Login Issues
View All

SAML Single Sign On

  • Setting up SAML SSO with Azure
  • Setting up SAML SSO with Jumpcloud
  • Setting up SAML SSO with Google
  • Enabling SAML for Users in Symbiant
  • SAML Azure Errors
View All

Risk Registers (System Setup)

  • Creating a Risk Register
  • Modifying a Risk Score Set
  • Template Risk Score Sets
  • Managing Risk Categories
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User FAQ

  • Login Issues
  • 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?
  • How do I Delete an Action?
  • How do I generate an Excel/Spreadsheet Report?
  • How do I generate a Word/Doc Report?
  • How do I make a Question Required?
  • What are Question Weightings?
  • Why can’t I see Questions in a Survey?
View All

Risk FAQ

  • What is DFA?
  • What is Risk Family?
  • How do I Close a Risk?
  • How do I Export Risk Data?
  • Why are some Risks highlighted in Red?
  • How do I assign a specific Risk to a specific Register?
  • Why are certain Risk Scores showing differently on the dashboard?
View All

Admin FAQ

  • Limiting Access of Users in Symbiant
  • How do I view my current Licensed Seats?
  • Seat Types
  • Symbiant System Best Practices
  • Login Issues
  • Not Receiving Symbiant Emails
  • Creating/Adding Users
  • How do I view details of my Users?
  • Delete a User
  • How do I assign a specific Record to a specific User?
View All

Admin Risk FAQ

  • What is DFA?
  • What is Risk Family?
  • How do I Close a Risk?
  • How do I Export Risk Data?
  • How do I change a Risk Score Colour?
  • Why are some Risks highlighted in Red?
  • Why are new risks not showing up?
  • How do I assign a specific Risk to a specific Register?
  • Why are certain Risk Scores showing differently on the dashboard?
  • Editing a Guidance Tab (E.g. Impact Guidance)
View All

System FAQ

  • What is SaaS?
  • Where is Our Data Center?
  • How Secure is Your Data?
  • Resolving System Issues
  • Symbiant System Timeout Flow
  • Creating/Adding Users
  • How do I globally replace a user for another?
  • Login Issues
  • Not Receiving Symbiant Emails
View All

Account FAQ

  • What are License Seats?
  • How do I buy more Licenses?
  • How do I buy more Modules?
  • Can we Cancel or Upgrade at anytime?
  • Creating/Adding Users
  • Login Issues
  • Not Receiving Symbiant Emails
View All
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London

N1 7GU

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Telephone Numbers
  • UK - 020 8895 6410
  • Support - 020 3821 1993 option 2
  • USA - 347 991 7130
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