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Symbiant One Knowledge Base

Navigation & Accessibility

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

User Basics

  • Adding a Record
  • Adding an Attachment
  • Editing a Record
  • Deleting a Record (Archiving)
  • Resetting your Password
  • Generating A Report
  • Filtering on Reports
  • Linking Records Between Modules
  • Reviews & Actions

Risk Register Basics

  • Scoring a Risk
  • Risk Score Aggregation
  • Risk Relations
  • Risk Flows
  • Risk Bow Tie

Control Basics

  • Adding a Control Policy
  • Attaching a Policy to a Control
  • Attaching a Control to a Risk
  • Control Weightings
  • Activating/Deactivating a Control

Audit Basics

  • Creating an Audit Entity
  • Creating an Audit Issue Report
  • Creating an Audit Issue (Audit Tracker)
  • Generating an Audit Report

Working Paper Basics

  • Creating a Working Paper
  • Accessing Linked Records Inside a Working Paper
  • Adding an Audit Plan
  • Adding Time Sheets
  • Adding an Assessment (Surveys & Questionnaires)
  • Generating a Working Paper Report

Risk FAQ

  • What is DFA?
  • Why are some Risks highlighted in Red?

Admin Basics

  • Setup Mode
  • Managing Drop Downs and Multi Selects
  • Resetting a User’s Password
  • Database History & Restoring Historical Records
  • Restoring a Deleted Record (Archived)
  • Email Log Viewer
  • Translators – Universal Name Changing & Language Packs
  • System Menu Layout & Options

Importing Data

  • Preparing Data for Import
  • Importing Data (Generic)
  • Importing Data (Risk Register Specific)
  • Importing Users
  • Importing Divisions

Exporting Data

  • Exporting Dashboard Data
  • Exporting Divisions
  • Generating System User Details Report

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 Filtering on Reports (Filtering Via Code)

System Views

  • System Views (Quick Explainer)
  • Creating Your Own Custom Views
  • View Editor Tool Overview
  • Editing a View
  • Loading/Saving a Particular Users View
  • Adding a Grid Column
  • Adding Help Tips & Placeholder text

Automated Emails (Task Based)

  • Creating an Automated Email – When a record is Created
  • Creating an Automated Email – When a record is Updated
  • Creating an Automated Email – When a record is Deleted

Automated Email Reminders (Time Based)

  • Creating an Automated Email Reminder – When a Record is Due

Advanced System Functionality

  • Symbiant API

System Errors

  • System Error Messages

Admin FAQ

  • How do I view my current Licensed seats?
  • What are the differences between dropdown options? (E.g. Type & Category)

Admin Risk FAQ

  • Why are new risks not showing up?

System Setup

  • Creating Divisions
  • Creating Users
  • Assigning Roles & Divisions

SAML Single Sign On

  • Setting up Azure SAML
  • Enabling SAML for Users in Symbiant

Risk Registers (System Setup)

  • Creating a Risk Register
  • Modifying a Risk Score Set
  • Template Risk Score Sets
  • Editing a Guidance Tab (E.g. Impact Guidance)

System FAQ

  • What is SaaS?
  • Where is Our Data Center?
  • How Secure is Your Data?

Account FAQ

  • What are License Seats?
  • Can we Cancel or Upgrade at anytime?
  • Home
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  • Adding a Grid Column

Adding a Grid Column

Table of Contents
  • Adding a Column
  • Removing a Column
  • Moving a Column
  • Renaming a Column
  • Saving the layout changes (Do not select the Blue Save Icon)
  • Saving as Personal Preset
  • Loading a Preset

How to Add or Delete a Grid Column on the Dashboards (List View)

Adding a Column #

On the dashboard grid, select the three dots & Select Set up,

Click on the plus icon (+),

(Note: The new item will be added at the end of the grid columns)

Select the top drop down, and select what you want to add,

Ensure you fill out at minimum the column item! (1)

Quick Explainer of the Rows:

  1. The column item
  2. The Label for the column, if you want to change it from the default. (In this example the default will be Level, but you can call it whatever you like using this field)
  3. The data to be displayed, this is usually the text value.
  4. If a colour is involved, this is usually just Colour

(Note: If the data row (3) has an option ENSURE you select the text value!)

Example of Correctly Configured Column

When complete, select the OK tick on the grid,

Removing a Column #

To remove, click the minus sign

When complete, select the OK tick on the grid,

Moving a Column #

To move click on the slider and drag to where you want it.

When complete, select the OK tick on the grid,

Renaming a Column #

To rename a column, select the Label box

Add or Rename the Label for the Column,

When complete, select the OK tick on the grid,

Saving the layout changes (Do not select the Blue Save Icon) #

Select the three dots at the top right, and then select Admin, and Save,

Select your company specific view from the list,

It is highly recommended you don’t save over generic views!

If you see no company specific views, please follow this guide: Creating Your Own Custom Views

Saving as Personal Preset #

Instead of saving a view change globally, you can simply save it for yourself (So only you would see the changes)

(Note: You can do this with all views and layouts)

Select the three dots at the top right, and then select Presets, and Save,

Name the Preset and Save,

Loading a Preset #

Select the three dots at the top right, and then select Presets, and Load,

Select the desired Preset, and Load,

(Note: The preset view will be loaded for the rest of your session)

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Updated on June 21, 2022
Loading/Saving a Particular Users ViewAdding Help Tips & Placeholder text
Table of Contents
  • Adding a Column
  • Removing a Column
  • Moving a Column
  • Renaming a Column
  • Saving the layout changes (Do not select the Blue Save Icon)
  • Saving as Personal Preset
  • Loading a Preset
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  • Support - 020 3821 1993 option 2
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