Release Note 280
Dashboards
We have been exploring ways to highlight key metrics on any Registers and Forms template. For example, with incidents, you may want to know how many new incidents have been created over the past 4 months, how long incidents have taken to be managed, or simply how long on average do incidents sit in a stage. To help with this we have introduced Registers and Forms Dashboards. These are unique dashboard for each Registers and Forms template. Click on Dashboards and then on Registers and Forms Dashboards to explore.
For more information on the new dashboards and their snapshots click here.
Custom snapshots
Create your own custom snapshots on any Assurance dashboard snapshot by selecting the most appropriate filters you need and clicking "Save As" via the ellipses button. We have created 2 Overdue Tasks Snapshots below one for All Business Units and another just for Administration.
New Snapshots
This release includes the following new snapshots:
Task Status by Categories (found on the Home dashboard)
This snapshot provides a breakdown of action status by task categories. It tells the user how many tasks in a category are Not Started, In Progress, Compliant, Not Compliant or Overdue.
Risk Classification (found on the Risk Dashboard)
This snapshot provides the number of risks in each risk classification.Â
Overdue Tasks by Risk Rating (found on the Risk Dashboard)
This snapshot shows an ageing of overdue Tasks broken down by the ratings of the risks that they are related to.
Importing Checklist Assignments
We have been adding to Assurance import capabilities. Assurance now has the ability to assign checklists through the Import functionality, as well as updating existing checklist assignments:
For instructions on how to import checklist assignments click here.
User History Report
The User History Report allows you to report on the changes that have happened to users in your instance over a period of time.
For instructions on running the user history report click here.
Filter Reports by new meta fields
Certain metadata fields have been added to reports and the list screens in Assurance. These fields include
For Registers and Forms, Actions, Checklists & Entities:
Created By
Created At
Updated At
Updated By
For Registers and Forms only :
Closed At
Closed By
Submitter Email
Register and Form Linked Date
Register and Form Linked By
For Tasks and Checklists only:
Retired At
Retired By
Approval Notifications - Reminders and Escalation
Approval Reminder Notifications
An approver can now receive an approval request reminder until they approve the item as long as the approval is pending. The reminders will be batched with the daily reminder notifications.Â
Approval Escalation
If approvals are pending they can now be set to escalate to a another Full User after a certain number of grace days.
Stage Description
Descriptions have been added to each stage of a Register and Form. This enables you to generate workflow documentation directly from Assurance.
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