Doc Summary 
Common words used in Symbiant and in this knowledge base.
| Term | Meaning |
|---|---|
| Action | A task added to a record on the Reviews & Actions tab, with assignees and a due date. See Reviews & Actions. |
| Assignee | A user given an action to complete. |
| Attachment | A file or web link added to a record. See Adding an Attachment. |
| Dashboard | The screen a module opens on, with charts and the record grid. Also called the list view. |
| Data Conflict | A message shown when someone else changed the same field while you were editing. See What Does “Data Conflict!” Mean?. |
| Division | Part of your organisation, such as Company/UK/Sales. Divisions control which records each user can see. |
| Dropdown (lookup) | A field where you pick from a list. Administrators manage the values from the items under each module in the left-hand menu. |
| Element | A chart or grid on a dashboard. |
| Filter | A way to narrow the records shown, using charts, the search box, the grid or the Filter Editor. See Filtering Data. |
| Grid | The table of records on a dashboard. |
| History | Earlier versions of your data, which you can view or report on. See Database History & Restoring Historical Records. |
| Linked record | A record in another module connected to this one, such as a control linked to an incident. See Linking Records Between Modules. |
| Module | An area of Symbiant for one kind of record, such as Incidents, Risks or Controls. |
| Owner | The user responsible for a record. |
| Preset | A saved filter or layout. See Saving Filter and Layout Presets. |
| Reference | A record’s number, set automatically when it’s first saved. |
| Retraction | Deleting a record. Deleted records can be restored for a time. See Deleting a Record. |
| Review | A dated review note on the Reviews & Actions tab. |
| Role | Controls what a user can see and do in each module. |
| Save and Edit | Saves a record but keeps it open. See Saving a Record. |
| Set up | The administration area, opened from the bottom left. |
| Status | Where a record is in its workflow. See Workflow Statuses Explained. |
| View | The layout of a module’s dashboard and record screens, set by administrators. |
