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Navigation & Accessibility

4
  • System Navigation Overview
  • Dashboard Layout Tools
  • Filtering Data
  • Advanced Filtering

User Basics

11
  • 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

12
  • 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
  • Generating a Risk Register Report
  • Generating a Risk Aggregate Report

Control Basics

7
  • 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

4
  • Creating a Workshop
  • Workshops Stages
  • Workshop Risk Treatment Plans
  • Workshop Escalating Risks to a Register

Incident Basics

5
  • Adding an Incident Contact
  • Creating an Incident
  • Linking Risks to Incidents
  • Linking Controls to Incidents
  • Generating an Incident Report

Survey & Questionnaire Basics

14
  • 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

4
  • Creating an Action Tracker
  • Adding Tracker Findings
  • Approving and Validating Tracker Findings
  • Generating a Tracker Action Report

DPIA Basics

4
  • Creating a DPIA
  • Answering a DPIA Questionnaire
  • Adding DPIA Risks
  • Resetting a DPIA Questionnaire

Due Diligence Basics

2
  • Creating a Due Diligence
  • Adding Due Diligence Sections, Issues and Actions

Audit Basics

5
  • 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

6
  • 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

4
  • Creating a new SHE Entry
  • Attaching an Investigation to a SHE Incident
  • Creating a SHE Stop and Talk Entry
  • SHE Actions

Document Management Basics

5
  • Document Status Logic
  • Adding a Document Record
  • Document Approval Process
  • Document Change Request Process
  • Document Reviews

Symbiant AI

6
  • AI – Generating Ideas
  • AI – Record Fields
  • AI – Generating Dropdown Ideas
  • AI – Rewriting Content
  • AI – Finding Links
  • AI – Finding Similar

System Errors & Issues

2
  • System Error Messages
  • Login Issues
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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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N1 7GU

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