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Navigation & Accessibility

  • Notifications and Messages
  • Saving Filter and Layout Presets
  • System Navigation Overview
  • Dashboard Layout Tools
  • Filtering Data
  • Advanced Filtering

User Basics

  • Duplicating a Record
  • Saving a Record: Save, Save and Edit, Cancel and Undo
  • Action Progress Updates and Comments
  • Getting Started: Your First Login
  • Signing Out and Session Timeout
  • Workflow Statuses Explained
  • Glossary of Symbiant Terms
  • 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
  • Multi-Factor Authentication (Google Authenticator)

Risk Register Basics

  • Adding a Risk
  • Risk Universe
  • Tracking Risk Score Changes Over Time
  • 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 (KRIs)
  • Basel II and SOX Categories
  • Template Risks
  • Generating a Risk Register Report
  • Generating a Risk Aggregate Report

Control Basics

  • Adding a Control
  • 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

Workshop Basics

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

Incident Basics

  • Adding an Incident Contact
  • Creating an Incident
  • Linking Risks to Incidents
  • Linking Controls to Incidents
  • Generating an Incident Report

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

Monitoring Action Tracker Basics

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

DPIA Basics

  • Creating a DPIA
  • Answering a DPIA Questionnaire
  • Adding DPIA Risks
  • Resetting a DPIA Questionnaire

Complaint Basics

  • Creating a Complaint
  • Complaint Emails

Due Diligence Basics

  • Supplier Due Diligence
  • Creating a Due Diligence
  • Adding Due Diligence Sections, Issues and Actions

Audit Basics

  • Audit Universe Overview
  • Creating an Audit Entity
  • Creating an Audit Issue Report
  • Creating an Audit Issue (Audit Tracker)
  • Adding Recommendations & Actions
  • Generating an Audit Issue Tracker Report

Working Paper Basics

  • WP – Observations
  • 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

SHE Basics

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

Document Management Basics

  • Document Revisions
  • The Approval Universe
  • The Change Request Universe
  • Document Status Logic
  • Adding a Document Record
  • Document Approval Process
  • Document Change Request Process
  • Document Reviews

Symbiant AI

  • AI – Generating Ideas
  • AI – Record Fields
  • AI – Generating Dropdown Ideas
  • AI – Rewriting Content
  • AI – Finding Links
  • AI – Finding Similar

System Errors & Issues

  • What Does “Data Conflict!” Mean?
  • Resolving System Issues
  • System Error Messages
  • Login Issues

ISQM Basics

  • ISQM Overview
  • Adding an ISQM Objective

Service Desk Basics

  • Service Desk Overview
  • Raising a Service Desk Ticket
  • Updating and Closing a Service Desk Ticket

Business Objective Basics

  • Business Objectives Overview
  • Adding a Business Objective
  • Connecting Risks to a Business Objective
  • Reviewing a Business Objective

Action Basics

  • Actions Overview
  • Updating an Action

BCP Resource Basics

  • BCP Resources Overview
  • Adding a BCP Resource
  • Adding an Action Plan to a BCP Resource

BCP Basics

  • BCP Overview
  • Adding a BCP Scenario or Incident
  • Linking Resources to a BCP
  • Completing a BCP Assessment
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  • User Information
  • Navigation & Accessibility
  • Notifications and Messages

Notifications and Messages

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AI Doc Summarizer Doc Summary
AI Doc Summarizer Thinking Thinking

How to use the bell (notifications) and envelope (messages) icons at the top of the screen.

Notifications (Bell) #

The bell shows system notifications, such as a record that couldn’t be saved. The bell turns orange when there’s a new notification.

Click the bell to open the notification panel. Each notification shows where it came from, the time and the details (1). Click Download to save the notifications to a file (useful when reporting a problem to Symbiant Support), or Clear to remove them (2).

The notification panel with a Validation Failure

See System Error Messages for what common notifications mean.

Messages (Envelope) #

Click the envelope (1) to see your latest messages. Click Inbox (2) to open all of them.

The messages panel

In the inbox:

  • Use Show (1) to see All, Unread or Flagged messages.
  • Your messages are listed on the left (2). Click one to read it on the right.
  • Use the icons at the top right (3) to write a new message (pencil) or close the inbox.

The message inbox

Writing a Message #

  1. In the inbox, click the pencil icon.
  2. Fill in To, Cc and Bcc (1), the Subject and your message (2).
  3. Click the send arrow (3).

Writing a new message

Note: Emails that Symbiant sends automatically, such as action reminders, are set up by your administrator and arrive in your normal email inbox.

Related Articles #

  • System Error Messages
  • System Navigation Overview
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Updated on 30 October 2026
Advanced FilteringSaving Filter and Layout Presets
Table of Contents
  • Notifications (Bell)
  • Messages (Envelope)
  • Writing a Message
  • Related Articles
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