| Subject | Details | Released |
| | Event Days set to calendar days instead of business days. |
| |
| | The default font for all text editors has been set to the same as reports (Segoe UI). |
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| | For hosted clients, a session timeout will be displayed after 25 minutes of inactivity. |
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| The Advanced Filter control on grids now includes the ability to compare two fields
(e.g. KRI Forecast less than KRI Value). Both fields must appear in the grid.
|
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| | AdHoc Queries - add the ability to save and recall multiple layouts on each query. |
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| The Event list grid now includes a vertical scroll bar that will speed up scrolling when
a large number of records are displayed.
|
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| | Added Time to the Audit Trail display (older data will display as 12PM). |
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| | Added Risk Score formula to the Risk Assessment tab. |
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| | Risk Score History - changed the selection criteria to the Last Assessed date to reflect usage. |
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| New field added to the Compliance List to allow export of the Risk Rating to MS Excel in colour.
The fields will be named with the addition of '(Highlighted)' (e.g. Risk Rating (Highlighted)).
|
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| New fields added to the KRI List to allow export of the Rating and Trend to MS Excel in colour.
The fields will be named 'Rating (Highlighted)' and 'Trend (Highlighted)'.
|
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| New fields added to the Risk List to allow export of the Inherent Rating, Residual Rating,
Risk Score, Inherent Rating Score and Residual Rating Score to MS Excel in colour. The fields
will be named to your configuration with the addition of '(Highlighted)' (e.g. Risk Score
(Highlighted)).
|
| |
| Event Task History now has a faster method to locate individual history records. Facility
to update some details (e.g. Actioned By date). Facility to add, edit or delete Comments.
Easier to modify Attachments.
|
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| Updated the Version History display to make it easier to find related changes (e.g. all
changes related to Risk across the different Subjects).
|
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| Risk Review Task History now has a faster method to locate individual history records.
Facility to update some details (e.g. Actioned By date). Facility to add, edit or delete
Comments. Easier to modify Attachments.
|
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| Treatment Task History now has a faster method to locate individual history records.
Facility to update some details (e.g. Outcome). Facility to add, edit or delete Comments.
Easier to modify Attachments.
|
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| Task History now has a faster method to locate individual history records. Facility to
update some details (e.g. Outcome). Facility to add, edit or delete Comments. Easier to
modify Attachments.
|
| |
| Modified data capture and reporting to be based on 'Period End' rather than a From and
To date range.
|
| |
| | Added Event Charts to main menu with ability to save and recall charts. |
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| | Added Event Priority as a filter to the Event Dashboard widgets by Status. |
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| | Added Event Status as a filter to the Event Dashboard widgets by Type, Category and Cause. |
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| | Added a date range to all Event Dashboard widgets. |
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| Added the ability to use existing system data in Event Type Form Fields: Business Units,
Compliance Category, Risk Category and Positions. These operate the same as a List Box form
field but without the necessity to provide a list of values. A default value is optional.
|
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| History displayed on the History tab and the Audit Trail has been improved to show all changes
when editing.
|
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| History displayed on the History tab and the Audit Trail has been improved to show all changes
when editing.
|
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| Added new tab with recent History (e.g. record changes, tasks completed) when editing an Event.
The amount of history is dependant on Configuration settings. The History tab is not visible to
users where See Own Data Only is set.
|
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| Added new tab with recent History (e.g. record changes, tasks completed) when editing a KRI.
The amount of history is dependant on Configuration settings. The History tab is not visible to
users where See Own Data Only is set.
|
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| Added new tab with recent History (e.g. record changes, tasks completed) when editing a Risk.
The amount of history is dependant on Configuration settings. The History tab is not visible to
users where See Own Data Only is set.
|
| |
| Added new tab with recent History (e.g. record changes, tasks completed) when editing a
Compliance Process. The amount of history is dependant on Configuration settings. The
History tab is not visible to users where See Own Data Only is set.
|
| |
| | More information added to Audit Trail (e.g. Due Date) when completing a Task. |
| |
| KRI Current Task Summary - New report showing a summary of current KRI Tasks per
Position. Tasks are separated into current (on time) and overdue. Overdue tasks are split
by calendar days overdue (7, 14, 30, 30+ days). Click the Title to display the current tasks
for that Position. Display the Tasks for a Position within the report.
|
| |
| KRI Overdue Tasks - Added the number of calendar days overdue for each task, Critical
Task indicator and a summary chart of days overdue in the report footer. Also able to specify
a Due Date range or number of days overdue. When Group By selected a Summary chart will
be printed for the selected grouping.
|
| |
| KRI Current Tasks - Added the number of calendar days overdue for each task and Critical Task
indicator. When Group By selected a Summary chart will be printed for the selected grouping.
|
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| Risk Assessment screen reformatted to show flow of Assessment
(Inherent -> Controls -> Residual).
|
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| | Risk Score Formula can now use Inherent or Residual Consequences and Likelihood. |
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| | Facility added to edit values entered in Task history. |
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| Facility to re-activate a completed Task. An email is sent to the appropriate Position listing
the re-activated Tasks. A record is added to the Audit Trail for each Task re-activated.
|
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| | Facility to edit or delete a comment added to a Task before completion. |
| |
| | Optional module to manage Contracts. |
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| | New AdHoc Query to display a complete list of Categories and relates Sub Categories. |
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| | New AdHoc Query to display a complete list of References and Sub-References. |
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| | New confirmation added when completing a task to ensure correct option is selected. |
| |
| Loading Attachments to a Task completion or Event record is now automatic. Multiple
files can be selected and loaded in one process.
|
| |
| Future Schedule - Reminder Sent date added to Task Due grid and Reminders Sent tab
removed. Facility to view by Task Due Date or when the Task Reminder is sent. Indicator
added if Reminder Date is prior to the From date of the range entered (e.g. Task will be
generated on the usual Position) or if the Due Date is after the To Date when selecting
Reminder Dates.
|
| |
| | Date filters on grids now allow for date range selection and preset ranges such as Last Year. |
| |
| Event Completed Tasks - Added a list of attachments for each task and a Completed
Summary chart showing when a task was completed in relation to the Due Date. Now able
to specify if the comments and attachments list are included in the report. Added Table of
Contents for searching the report. Added new filter 'Completed Overdue only'.
|
| |
| Event Overdue Tasks - Added the number of calendar days overdue for each task, Critical
Task indicator and a summary chart of days overdue in the report footer. Also able to specify a
Due Date range or number of days overdue.
|
| |
| KRI Task History - Added facility to sart each KRI on a separate page. Added an optional chart
for each KRI to track Value agains Forecast. Record selection is now based on the period end
rather than the Task Due date.
|
| |
| Event List - Layout reformatted to clearly define the report segments (including colour codes).
New filters to exclude Tasks and/or Notes and/or Links from the report.
|
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| Menus restructured to bring all related items together (e.g. From the Compliance menu you
can edit records, view reports, perform maintenance).
|
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| KRI Completed Tasks - Added a list of attachments for each task (optional) and a Completed
Summary chart showing when a task was completed in relation to the Due Date. Now able
to specify if the comments and attachments list are included in the report. Added Table of
Contents for searching the report. Added new filter 'Completed Overdue only'.
|
| |
| KRI List - Layout reformatted to clearly define the report segments (including colour codes).
New filters to exclude Tasks and/or Links from the report. New charts for Trend and Rating
summaries.
|
| |
| | Notes added to AdHoc Query. |
| |
| Risk Treatment Task Summary - New report showing a summary of current Risk Treatment
Tasks per Position. Tasks are separated into current (on time) and overdue. Overdue tasks
are split by calendar days overdue (7, 14, 30, 30+ days). Click the Title to display the current
tasks for that Position. Display the Tasks for a Position within the report.
|
| |
| | Custom Fields can now be set to Backend Only. |
| |
| Risk Treatment Overdue Tasks - Added the number of calendar days overdue for each task,
Critical Task indicator and a summary chart of days overdue in the report footer. Also able to
specify a Due Date range or number of days overdue. When Group By selected a Summary
chart will be printed for the selected grouping.
|
| |
| Risk Treatment Current Tasks - Added the number of calendar days overdue for each task and
Critical Task indicator. Also able to specify a Due Date range. When Group By selected a
Summary chart will be printed for the selected grouping.
|
| |
| | Now able to export an archived Compliance Process to PDF or RTF formats. |
| |
| | Now able to export an archived Risk to PDF or RTF formats. |
| |
| | Risk - Risk Rating Map - new filters for Category, Business Unit, Owner and Tags. |
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| Compliance Risk Rating Map - new filters for Category, Business Unit, Responsible Officer
and Tags.
|
| |
| | New Custom Report Designer with the facility to save report layouts. |
| |
| Risk Review Task Summary - New report showing a summary of current Risk Review Tasks
per Position. Tasks are separated into current (on time) and overdue. Overdue tasks are split
by calendar days overdue (7, 14, 30, 30+ days). Click the Title to display the current tasks for
that Position. Display the Tasks for a Position within the report.
|
| |
| | Treatment Outcomes - now shows monthly totals over a range of months. |
| |
| | Compliance Outcomes - now shows monthly totals over a range of months. |
| |
| Ability to display an Attachment to a completed task from within the report. Note: This is
not available in any exported version (e.g. PDF).
|
| |
| Handling of Actioned By for Process Control and Treatments changed to remove possibility
of 'lost' Temporary Reallocations.
|
| |
| Added the ability to upload bulk history or load history for multiple KRI's without generating
a Task.
|
| |
| | All Dashboard elements may be individually exported to PDF or image formats. |
| |
| | Event Dashboard now includes a filter by Status. |
| |
| | All widgets with filters now include a filter for Tags. |
| |
| A Comment on Task completion can be optional if the 'best' Rating is selected. This is a global
setting.
|
| |
| | Event Widgets - improved the order of chart data. |
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| | Risk Dashboard Widgets - improved the order of chart data. |
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| | Compliance Dashboard Widgets - improved the order of chart data. |
| |
| | KRI Charts - improved the order of chart data. |
| |
| Rationalised the chart type options to match the available data. Improved placement of labels
in Pie charts. Cleaned up 'busy' charts.
|
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| | Faster access to the Security Centre. Audit Trail moved to Administration menu. |
| |
| KRI 6 Month Summary - Added filters for Tags, Owner, Category, Rating and Trend. Ability to
select a Grouping (Category, Trend, Rating, Owner or none). Ability to exclude the Measure
from the report. Added the Comment from the most recent Task completion.
|
| |
| KRI 12 Month Summary - New filters Category and Trend. Ability to select a Grouping
(Category, Trend, Rating, Owner or none). Ability to exclude the Measure from the report.
Added the Comment from the most recent Task completion.
|
| |
| | KRI Interactive Dashboard now displays your colours for the Trend and Rating charts. |
| |
| Risk Interactive Dashboard now displays your colours for the Risk Rating charts and Risk
Score charts.
|
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| | Compliance Interactive Dashboard now displays your colours for the Risk Rating chart. |
| |
| Overdue Risk Reviews - New report showing Overdue Risk Reviews only. Filters are
similar to Current Risk Reviews plus the facility to specify a due date range or the
number of days overdue. When Group By selected a Summary chart will be printed
for the selected grouping.
|
| |
| Current Risk Reviews - New filters for Actioned By and Critical Reviews. Added number
of days overdue. When Group By selected a Summary chart will be printed for the
selected grouping.
|
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| Risk Reviews Completed - New filter for Actioned By. Added a chart of the Risk Status
recorded at the time of completion. Added list of Attachments. New setting to exclude
Comments and the Attachments List from the report.
|
| |
| | You can now select your own logo and background colour for all pages. |
| |
| Reformatted the New Event screen. The Title and custom fields appear on the first tab,
followed by the Form (if applicable), Other Information and attachments.
|
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| Added the facility to provide help for individual Event Types. The help will be available
when creating a new Event.
|
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| Added Event Title field to become the primary descriptor for an Event. The existing
Description field has been renamed Other Information.
|
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| | The number of current Tasks to be completed is displayed next to the User menu. |
| |
| Risk List - Layout reformatted to clearly define the report segments (including colour
codes). Re-titled Adequacy and Management to be more indicative. New filters to exclude
Treatments and/or Links and/or KRI's and/or Risk Hierarchy from the report. New filters to
include segments such as Causes and Impact.
|
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| Added navigation buttons to the edit page to allow movement through the records. The
available records could be limited by filters on the list page.
|
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| Added navigation buttons to the edit page to allow movement through the records. The
available records could be limited by filters on the list page.
|
| |
| Added navigation buttons to the edit page to allow movement through the records. The
available records could be limited by filters on the list page.
|
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| Added navigation buttons to the edit page to allow movement through the records. The
available records could be limited by filters on the list page.
|
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| Only the records displayed on the List page will be available from the navigation list when
editing a record.
|
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| Only the records displayed on the List page will be available from the navigation list when
editing a record.
|
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| Only the records displayed on the List page will be available from the navigation list when
editing a record.
|
| |
| Users can be returned to the last page of their previous session via a Configuration setting.
This is a global setting.
|
| |
| | KRI List - added Task Actioned By as optional column. |
| |
| | Compliance Risk Rating is now optional. |
| |
| Risk Score Change - Added a mini chart showing Risk Score movement for the previous 24
months.
|
| |
| | The pager will appear at the bottom of all grids. |
| |
| Temporary Reallocation and all Export screens now include a selected records count in the
footer of the grid.
|
| |
| Task Team management moved to Security Centre. Security Group tabs renamed and
simplified.
|
| |
| | Future Schedule now available from My Tasks screen and User icon menu. |
| |
| | Added a 'Breadcrumb' menu to list the last 10 pages accessed. |
| |
| | Improved persistence of customisation of grids. |
| |
| Compliance List - Layout reformatted to clearly define the report segments (including colour
codes). New filters to exclude Process Controls and/or Links and/or References from the report.
|
| |
| Compliance Overdue Tasks - Added the number of calendar days overdue for each task, Critical
Task indicator and a summary chart of days overdue in the report footer. Able to specify a Due
Date range or number of days overdue. When Group By selected a Summary chart will be
printed for the selected grouping.
|
| |
| Compliance Current Tasks - Added the number of calendar days overdue for each task and
Critical Task indicator. Also able to specify a Due Date range. When Group By selected a
Summary chart will be printed for the selected grouping.
|
| |
| Compliance Completed Tasks - Added a list of attachments for each task, an Outcome
Summary chart and a Completed Summary chart showing when a task was completed in
relation to the Due Date. Now able to specify if the comments and attachments list are
included in the report. Added Table of Contents for searching the report. Added new filter
'Completed Overdue only'.
|
| |
| Escalated but still Overdue - New report showing Tasks that were escalated to a Position
and are still overdue (across all modules).
|
| |
| Compliance Task Summary - New report showing a summary of current Compliance
Control Tasks per Position. Tasks are separated into current (on time) and overdue.
Overdue tasks are split by calendar days overdue (7, 14, 30, 30+ days). Click the Title to
display the current tasks for that Position. Display the Tasks for a Position within the report.
|
| |
| When editing a Task the Due Date and the Scheduled date will display (can vary where the
Due Date is a weekend or holiday).
|
| |
| Capture and report on the number of Business Days a task was completed before / after
the Due Date.
|
| |
| User information and actions (e.g. change password, Reset Grids) now available from
User icon.
|
| |
| Date range selection on Tasks completed reports searches the Due Date rather than the
Completion date.
|
| |
| | Notification of new Event attachment would not include the Event Number. |
| |
| | Audit Trail items in correct sequence (latest first). |
| |
| | Configurable report logo and colours for report segments. |
| |
| All Reports - New Search facility that returns all occurrences in the report. Added a Table
of Contents for quick navigation (also available in PDF output).
|
| |
| | New expand / collapse icons for all grids. |
| |
| | Search filter across all columns added to all grids. |
| |
| | Added (optional) Risk Title field. |
| |
| | Added (optional) Compliance Title field. |
| |
| | Improved on-screen error handling with click through to error field on multi-tabbed pages. |
| |
| | Number of items selected displayed in Footer. |
| |
| | New Dashboard Widget - KRI 6 Month History |
| |