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Release Notes

Patricia Sellars-Jones
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Applies to: Risk Assessment Platform

Releases

Version 3.4 - 5 December 2024

  • XLSX for App Setup Imports - App Setup imports now support the XLSX format, replacing the previous CSV format for improved compatibility and ease of use.
  • Control Customisation
    • Control Details
      • The Control Details form is now fully customisable using the Screen Forms Designer.
      • Add, remove, edit, and reposition fields to capture the control attributes you need.
      • After creating your customised form, select it as the company default in Company Settings.
      • The customised form will appear in the Control Library and the Assessment control questionnaire.
    • Control Library Columns
      • Customise the Control Library columns in the Company Settings.
      • Choose from standard or custom control attributes to display as columns
      • Add or remove columns, and set the display order.
  • Control Assessment with Control-Specific Questions
    • Introducing a new, question-driven approach for evaluating control effectiveness!
    • Add control-specific questions to the new Control Questions tab in each control in your Control Library.
    • Each question needs an answer set and a weight to be allocated.
    • During assessments, assignees respond to the questions and the control effectiveness is calculated using the weighted average method.
    • This new method is an alternative to the traditional Control Metrics Matrix, which uses up to four metric questions from the methodology across all controls.
    • Choose to add information to the Control Metrics tab or the new Control Questions tab, or add information to both for complete flexibility.
    • When adding controls to assessments, the default assessment method is "Metric", but this can be changed to "Questions" or "Ask when adding" in the Company Settings.
      ControlAddQuestions.gif
  • Answer Sets for Controls 
    • When creating answer sets, choose whether the answer set is for risks vs controls.
    • Control Answer Sets are methodology-independent and follow an Effectiveness Scaling approach.
    • Use the Compare Methodologies dropdown to view scaling effects across methodologies.
      Control-AnswerSetv2.gif
  • Other improvements:
    • Control Library Bulk Update - This function has been updated to allow control questions to be copied across controls, from one control to many.
    • Answer Set Import File - This import file now has two tabs, one for Risk Answer Sets and the other for Control Answer Sets. Each tab is optional.
    • Rich Text Comments - Comment fields on the Report pages of assessments and assessment units now support rich text formatting.
    • Updated tabs styling - Tabs have a new look.
    • Company Settings Update - new settings are available that allow:
      • Column configuration options for the Control Library.
      • Set the default control assessment method.
      • Select the default screen form for each screen type.
        Note: This replaces the function previous on the Screen Forms Designer.
        Release v3.4 - CompanySettingsv4.gif

Version 3.3.1 - 5 September 2024

  • Field properties in the Screen Forms Designer are now in a dedicated section on the right.
  • A navigation panel has been added to the Control Questionnaire page.
  • Added control name and description to the header of the Control Questionnaire page.

Version 3.3 - 14 August 2024

  • Synchronise Controls across assessment units - answer controls just once per assessment:
    • When adding or copying controls from an assessment unit, you now have the option to synchronise them to the source.
    • Synced controls will be read-only and automatically updated to reflect the source control's responses, comments, status, workflow, etc.
    • A new icon identifies controls that are synced to a source assessment unit.
    • Added a new export on the assessment that shows all synced control sources and targets.
    • Find the new Sync Controls checkboxes in:
      • The New Assessment Unit window (when starting from another assessment unit).
      • The Add Controls window (when copying controls from another assessment unit).
  • Enhanced control management in assessment units:
    • Copy controls from another assessment unit:
      • The Add Controls window now lets you copy controls from another assessment unit.
      • Select the "Copy Control Details" checkbox to also copy details, such as answers and comments.
      • Enable the "Keep Controls in Sync" checkbox to add controls as read-only and reflect all details from the source control.
    • Bulk Delete Controls - Easily remove multiple controls at once using the Bulk Delete button.
    • Reordering - Organize controls and categories in assessment units by dragging and dropping.
    • Badges - New badges now display the number of risks mapped to a control and vice versa.
    • Search - Use the new text search feature in the Risk and Controls Mapping popup window.
      Release v3.3 - Control Enhancements v2a.gif
  • Control Library enhancements:
    • A Control Details page has been added.
    • A new field for Control Descriptions is available.
  • A new checkbox is now available when creating a new assessment unit from an existing one. The "Keep Answers and Comments" checkbox enables you to keep (or not) risk and control responses.
  • The selected Screen Forms can now be changed after the assessment or assessment unit is created.
  • Methodology enhancements:
    • Different rounding tolerances are now supported for risks vs controls.
    • Methodologies can now be exported and imported in JSON file format.
  • The Report Config page has been updated to a popup format, accessible from the Settings menu in the upper right corner.
  • Better handling of long descriptions in risk indicators and risk factors in assessment units.
  • A new "Calculations" button at the bottom of the Risk Questionnaire and Report pages displays the calculations used to derive the ratings shown.
  • Minor bug fixes and performance improvements.

Version 3.2.2 - 25 June 2024

  • Added a Company Settings page to the Settings menu
  • Added configurable workflow settings for Risk Factor Reopen Behaviour:
    • Choose whether to reopen a risk factor when mapped controls' effectiveness ratings change.
    • Accessible in the new Company Settings page.
  • Moved the Authentication Settings to the Company Settings page.
  • Minor bug fixes and performance improvements.

Version 3.2 - 7 May 2024

  • 'Skip' Rules for Risk Indicator Questions
    • Create Skip Rules on risk indicator questions in the Risk Model to skip questions that are not applicable when a previous question is answered a certain way.
    • When the skip condition is met in the risk assessment, the risk indicator becomes disabled and defaults the answer to "Not Applicable".
    • Define one or more conditions using the Basic Rules Builder or *Advanced Rules Builder.
  • Conditional Rating Rules for Risk Factors
    • Create conditional rating rules on risk factors in the Risk Model.
    • When the condition is met in the risk assessment, the rating defined in the rule is applied to the risk factor instead of the calculated rating.
    • When a rule is triggered, a new icon appears beside the risk factor's inherent risk rating. Hovering over the icon shows the name of the rule that triggered it.
    • Multiple rules can be configured per risk factor, each with its own rating to apply.
    • Define one or more conditions per rule using the Basic Rules Builder or *Advanced Rules Builder.
      ConditionalRatingRules.gif
  • Advanced Rules Builder
    • The Advanced Rules Builder is fully flexible, supporting complex and varied conditions.
    • Provides grouping, nesting, and AND and OR functions.
    • Use the Advanced Rules Builder to expand the parameters of the Conditional Rating Rules and Skip Rules in the risk models.
    • This premium feature is purchasable as an add-on. Contact us to learn more.
  • New Assessment and Assessment Unit Reports
    • Reports have been overhauled to provide greater detail and a better layout.
    • Spellcheck is now enabled by default.
    • Comment fields with a large amount of text are no longer truncated.
    • The section 'Risk Factor Residual Risk Rating' is excluded if Risks and Controls are not mapped.
    • Control Test, Control Suggested Evidence, and Control Test Comments are now in the reports.
    • The Report Configuration page supports the new report sections, sorting options, and a toggle to switch between the new 'Default' report style and the old 'Classic' report style.
    • The Report Configuration page is now only accessible from the Settings menu.
    • The old 'Classic' report style will be deprecated in a future release.
  • Bulk Import Users from CSV.
  • Added a downloadable Methodology Report to the action menu of Methodologies in App Setup.
  • Added an attachment/hyperlink function to Actions and Incidents.
  • Screen Forms:
    • Added rich text formatting for the Paragraph component.
    • All components now have a "Hide in Report" option.
  • Added a Description field to the Assessments Details and Assessment Units Details popup to add a description to the title page of the generated reports.
  • Added an Executive Summary field to the Assessment Report and Assessment Unit Report pages which are used in the generated reports.
  • The 'Custom Weighting Group' dropdown on the Assessment Unit page has been renamed 'Custom Report Group' to reflect its purpose better.
  • Risk Factors and Controls that are open in multiple browser tabs show a warning if you try to update them after they're submitted from a different tab.
  • Answer Sets that are published but not used can now be deleted without unpublishing first.

Version 3.1 - 22 February 2024

  • We have improved the way the inherent risk rating is calculated for in-progress risk factors that have unanswered questions. The risk factor's inherent rating now reflects the answered questions more intuitively by ignoring the unanswered questions.
    Note: Assessment units that are in progress with unanswered risk questions may display a different inherent rating after this release.
  • New calculation method - Dynamic Indicator Weights
    In the risk assessment, the new Dynamic method will automatically adjust the risk indicator weights proportional to the numeric or percentage responses to the questions and calculate the risk factor inherent risk based on actual volumes or percentages. E.g., customer risk by channel, industry, etc.
    • Configure the risk model by selecting "Dynamic Indicator Weights" from the dropdown within the risk factor.
    • Choose whether the answer to the indicator question will be a number or percentage.
    • Finally, create the risk indicator questions and apply an inherent risk rating to each.
      Here is a simple example showing how percentage answers work:
      DynamicIndicatorWeights.gif
      Here is a simple example showing how volumes (numeric answers) work:
      DynamicIndicatorWeights2.gif
  • On the Actions and Incidents page, click anywhere on the row to open the action details.
  • Incorporate custom fields added through the Screen Forms Designer into the Analytics feature for enhanced data analysis capabilities.
  • A new permission, "Risk and Control Mapping" for risks
    • Added to the Assessment Unit - Risk Analysis group of the Application Roles.
    • Users lacking this permission can no longer map risks and controls from the Risk pages.
    • Enabled for global roles Standard, Approver, and Client and can be enabled for custom roles.
  • Archived and deactivated users no longer appear in Assignee/Owner dropdown lists.
  • The Assessment Report page > Residual Risk bar chart now shows the total number of assessment units per rating. Hover over the bars to see the names of the assessment units.
  • Minor bug fixes.

Version 3.0 - 18 December 2023

  • Calculation Methods for Risk Models
    • We are introducing more calculation methods! The first addition to this new set of methods is the "Additive Calculation Method".
    • When configuring risk models, you can choose how the risk factor rating is calculated.
    • Choose between the default "Weighted Average" or the new "Additive Calculation".
    • With "Additive Calculation", you must select an answer set with number ranges for the risk factor. The risk factor rating will be calculated by summing the rating values of the risk indicator answers and mapping the result to the risk factor's answer set.
  • More Override Options
    • Apply inherent risk rating overrides to Risk Groups, Risk Categories and Assessment Units.
    • Apply control effectiveness rating overrides to Control Categories and Assessment Units.
    • Overrides become available to approvers when all risks or controls are approved.
    • New override permissions are enabled on the global Approver role and are available for custom roles.
  • Map Control Metric Ratings to Control Questions
    • Map metric ratings to specific control metric questions.
    • Control metric questions display only their mapped control metric ratings.
    • The methodology now allows up to 20 control metric ratings.
      MappedControlMetrics.gif
  • Screen Forms
    • Create custom Context, Risk Analysis, and Controls Assessment screens.
    • Add and remove input fields and components, such as text, date, headings, etc.
    • More screens will be customisable in future releases.
  • Self-Service Analytics (BETA)
    • Configure custom dashboards and reports on the new Analytics page.
    • Expose risk assessment data endpoints to integrate with 3rd party reporting tools.
    • This premium feature is purchasable as an add-on. Contact us to learn more.
  • Layout improvements to the Assessment and Assessment Unit report documents.
    • Includes custom fields added using Screen Forms.
    • Context fields have moved to the Appendix.
    • General layout improvements.
  • Performance and minor bug fixes.

Version 2.5 - 12 September 2023

  • Quantitative Answer Sets
    • Record precise values in the risk analysis by creating answer sets that accept typed numbers from users instead of selecting from a pre-defined list.
    • When creating an answer set, you can now select from two answer formats: Options List or Number Input.
    • Suffixes can be shown when using number inputs, such as % or MB. Accepts up to 3 characters.
    • New import/export files to support answer sets of either answer format.
      AnswerSetNumberInput v2.gif
  • Data-Driven Risk Assessments - Link assessment units to API data sets and answer all the risk analysis questions with the press of a button.
    • Create risk models that are linked to API Data Sets.
    • Assessment Units are linked to Data Sets through their risk model.
    • Push data into the Data Sets through an API or upload from a file.
    • Assessment units (AUs) linked to data sets have a new "Linked Data Set" popup window, accessible from the actions menu.
    • Use the Linked Data Set window to prefill the Risk Analysis questions from the linked data set.
    • This premium feature is purchasable as an add-on. Contact us to learn more.
  • Supporting Document Template Import - Create supporting document templates from a CSV file by selecting the new "Import" option in the Start From field of the New Supporting Documents window.
  • Added more data exports (in CSV and Excel) for assessments and assessment units:
    • "Risk Category Ratings by Assessment Unit" for assessments
    • "Control Metric and Effectiveness Ratings" for assessment units
  • Hide/Show the Rationale fields with the new "Show Rationale" checkbox on the Risk Models and Methodologies Details popup window.
  • Trying to delete assessments that have published or archived assessment units gives a warning.
  • In risk assessments using the likelihood/impact model, answers to risk indicators are no longer mandatory. And the risk indicator section can be collapsed/expanded.
  • Minor bug fixes.
  • Known Issue - The "Export Assessments to Excel" function on the Risk Assessment History page fails with an error. This will be fixed in the next release.

Version 2.4 - 14 June 2023

  • Country Risk Model Import - Create risk models from a CSV file by selecting the new "Import" option in the Start From field of the New Country Risk Model window.
  • Risk Models and Methodologies Rationale - Document your risk model and methodology rationale directly in the Risk Model and Methodology. Available by default to Company Admins. Look for the new book icons.
  • Delete assessments without first needing to delete their assessment units. Only available when all assessment units are in progress or not started.
  • Using an expired account activation link now automatically sends a new activation email and link.
  • New configurable email template "New User Invite Auto-Renew".
  • Improvements to Actions and Incidents:
    • Actions can be deleted - use the new Delete option in the action menu of the Action on the Actions and Incidents page. 
    • Action Types are configurable - see the Dropdown Configuration page in the Settings menu.
    • Action's Priority list has been expanded with more priority options.
  • Redesigned graphs on the Dashboard.
  • Minor bug fixes.

Version 2.3 - 19 December 2022

  • New users can be set as Assignees on risks and controls before they activate their account. These 'pre-activation' users appear with an asterisk beside their name in the Assignee dropdown.
  • The risk and control status "Complete" has changed to "Awaiting Submit" and continues to represent that all questions in the risk or control have been answered.
  • In the Dashboard, right-click a risk, control, or assessment to "Open link in new tab".
  • The Dashboard is the default home page for new users. All users can switch their homepage using the 'Home Page' toggle at the upper right of the Dashboard or Risk Assessment History pages.
  • Open assessments or assessment units by clicking anywhere in the row in the Assessment table and Assessment Unit table.
  • Action Reminder emails are now sent for Actions not linked to Assessments.
  • Improvements to the layout and presentation of Actions and Incidents in the Risks and Controls.
  • Minor bug fixes.

Version 2.2 - 2 November 2022

  • Actions and Incidents
    • Actions can now be created and managed from a central location.
    • One-to-many - each action can now be linked to multiple risks and controls.
    • Link or unlink actions on risks, controls, and the assessment unit report page.
    • Actions can be defined as any of these types: Actions, Findings, Incidents, or Issues.
    • Actions created prior to this release are listed on the Actions and Incidents page.
    • A new set of permissions for viewing and editing actions.
  • My Dashboard
    • The new Dashboard provides a view of all work assigned to you.
    • Displays recent and outstanding risks, controls, assessments, assessment units, and actions.
    • Consists of widgets that can be resized and repositioned using the Configure option.
    • My Outstanding Risks: risks allocated to you as Assignee or Approver, grouped by status.
    • My Outstanding Controls: controls allocated to you as Assignee or Approver, grouped by status.
    • My Recent Assessments: assessments and assessments units you most recently updated (since this release).
    • My Recent Risks and Controls: risks and controls you most recently updated (since this release).
    • My To Do List: all your outstanding work items, with tabs to view by Date, Status, or Priority.
    • My Outstanding Actions and Incidents: Actions, Findings, Incidents and Issues assigned to you.
    • Use the Home Page toggle to make My Dashboard your default home page.
    • Try it out and let us know what you think - My Dashboard will become the default home page.
  • "To Do" is a new menu option in the header that provides access to My Dashboard, Risk Assessment History, and Actions and Incidents.
  • When inviting Restricted Users, you can now immediately select them in the Owner field of Assessment Units before they activate their accounts. Inactive Restricted Users display an asterisk.
  • Notify Assignees and/or Approvers from the Assessment Unit > Workflow page. Select the risks or controls and press the new Notify button on the Assign Risks and Assign Controls tabs.
  • Automatically publish Answer sets on import. Select the Publish checkbox in the Bulk Import popup.
    AnswerSetImport.gif
  • Redesigned the welcome email for new users to make account activation easier. 
  • The Assessment Report page has a new Residual Risk bar chart to accompany the doughnut chart.
  • The Assessment Report page has a scroll bar for the assessment unit bar charts if there are more than 10 assessment units.
  • Generating the Word reports on a macOS device now includes all graphs as expected.
  • Minor bug fixes.

Version 2.1.1 - 2 June 2022

  • Overrides on risk/control/assessment unit are now only removed by a recalculation if the recalculated rating matches the override rating (i.e. override is no longer needed).
  • The Preview Audit popup window now displays the current calculated rating after an override is applied.
  • Risk Factors are automatically reopened when a recalculation causes the Risk Factor ratings to change. The allocated Assignee receives a notification email when this happens.
  • Changed the warning message that appeared whenever a user triggers a recalculation. The new message now only appears when the recalculation causes a risk factor to reopen, alerting the user that the risk factor needs to be reviewed and resubmitted.
  • Minor bug fixes.
    OverridePreviewAudit.gif

Version 2.1 - 17 March 2022

  • Residual Risk Ratings at the Risk Factor level
    • A Residual Risk Rating is displayed for each Risk Factor on the Risk Questionnaire page.
    • A Controls Effectiveness Rating is displayed for each Risk Factor on the Risk Questionnaire page.
      Note: The Control Effectiveness Rating may display "Not Assessed" in Risk Factors that were linked to Controls before v2.1. See this FAQ for steps to refresh the rating.
    • Controls can now also be linked to risk factors from the Risk Questionnaire pages.
    • These new fields and functions are enabled by default for all users.
      RiskLinkControl.gif
  • Rating overrides are now possible for:
    Note: Override permissions are enabled with the 'Approver' user role.
    • Residual Risk Rating at the Assessment Unit level.
    • Controls Effectiveness Rating at the Risk Factor level.
    • Residual Risk Rating at the Risk Factor level.
  • The Assessment > Report page has a new "Comments" field under the Residual Risk Rating section.
  • The Assessment Unit > Report page has a new "Residual Risk by Risk Factor" section with a heatmap and "Comments" field.
  • Word reports generated for the Assessment Unit now include:
    • a Residual Risk heatmap in the Executive Summary chapter
    • a Residual Risk by Risk Factor chapter
    • and the Overall Findings chapter will show Assessment Unit residual risk rating override details, and comments from the Assessment Unit > Report > Residual Risk Rating "Comments" field.
  • The Export list for Assessment Units now offers "Risk and Control Mappings" in XLSX format.
  • Added new permissions in the Application Role page to:
    • show/hide the new risk factor level control effectiveness and residual risk ratings; and
    • enable/disable each of the new override features.
      Note: Custom roles can be created by Company Admins to define specific sets of permissions for users; for example, hide the new fields for risk factor residual risk.
  • Improved the graphical quality of charts and graphs in the Word reports for the Assessment and Assessment Unit.
  • Missing status labels in the App Setup pages have been found and returned.
  • Minor bug fixes.

Version 2.0 - 2 November 2021

  • Use the new 'Export Assessments to Excel' button (Button-Export.png) on the Risk Assessment History page to generate a report of all Risk Assessments and their ratings.
  • The heatmap-style CSV exports can now also be exported to Excel with rating colours and formatting. Access these from the Assessment > Action Menu (Button-ActionMenu.png) > Export option.
  • The name and job title of stakeholders on the Context and Control Questionnaire pages can now be updated.
  • Answer Sets linked to deleted risk models can now also be deleted.
  • Built an API to add/update/delete data sets, however, data sets cannot yet be used to update risk assessments. The ability to auto-populate and calculate answers in risk assessments from this data will be available in a future release.
  • Minor improvements and bug fixes.

Version 1.10 - 21 July 2021

  • Configuration options for Single-Sign-On authentication
  • Default email footers updated
  • Minor bug fixes.

Version 1.9.0 - 19 May 2021

  • Multi-domain Assessments
    • Create enterprise-wide assessments spanning multiple domains such as Anti Money Laundering, Anti Bribery and Corruption, and Sanctions.
    • Within the assessment, you can now create assessment units from any available domain, allowing coverage of AML, ABC, and Sanctions within the one assessment.
  • Assessment Report configuration to exclude and include specific assessment units.
    • Expanding on the configurability of assessment reports, it is now possible to create 'Custom Groupings' of assessment units and weighting distributions for assessment reports.
    • Define exactly which assessment units to include in the report, as well as their weighting and the order they're displayed.
  • Multiple Active Methodologies
    • You are no longer limited to a single ‘default’ methodology and can have more than one active methodology.
    • Select any active methodology when creating Answer Sets, Risk Models, Country Risk Models and Assessments.
    • Work on multiple risk assessments each using a different methodology.
  • Optional Supporting Documents
    • Creating an Assessment Unit no longer requires a Supporting Document Template to be selected.
    • Assessment Units created without one will automatically hide the Supporting Document chevron for a seamless user experience.
  • Actions within the risk factor and control can be assigned an Owner
    • Owners can now be assigned to Actions, who will receive notification emails on Action creation and update, and reminder emails on the 1st and 15th of the month.
    • Notifications stop when there is a Resolution.
  • New Statuses for Risk Factors and Controls
    • Risk Factors and Controls in the assessment unit have new statuses to represent their state of completion.
    • "Not Assessed" is for the risk factors with no answered risk indicators and controls with no control effectiveness rating.
    • "Completed" is for risk factors with all risk indicators answered and controls with a control effectiveness rating.
    • "In Progress" is only for risk factors with some answered indicators.
  • Restricted Users and Assessment Unit Owners
    • A new "Restricted" setting is available for users. When enabled, the user is limited to only the Assessment Units they are assigned.
    • To support this setting a new role is available "Restricted Role". Users with the "Restricted" setting should only have this role selected.
    • Restricted users can be assigned to assessment units using the new "Owner" field on the Assessment Unit Details window at creation and update.
  • App Setup Management Bulk Field Updates
    • Update multiple fields at once when working in App Setup for Risk Models, Answer Sets, Methodologies, and Country Risk Models.
    • Press the new "Bulk Update" button to enable inline editing of the records in the table.
  • Descriptions for App Setup Content
    • Add descriptions to the Methodologies, Risk Models and Answer Sets in the App Setup windows.
    • These descriptions are visible as tooltips in the assessments and the Methodology description appears in the reports.
  • Improved User Interface - general improvements to the interface provide a more streamlined and efficient user experience.
  • Minor bug fixes, performance improvements, security enhancements.

Version 1.8.0 - 20 January 2021

For a detailed list of all new features and enhancements, see Changelog for Risk Assessment Release v1.8

Release Highlights

  • The term "Assessment Unit" has replaced "Sub-Assessment" to better reflect what is being assessed.
  • Centralised Controls Assessment per Assessment Unit 
    • Controls are now assessed once per Assessment Unit as a separate Controls Assessment step, instead of per Risk Factor.
    • Control Effectiveness is calculated per control and control category, instead of per Risk Factor.
    • Residual Risk Rating is now calculated per Assessment Unit, instead of per Risk Factor.
    • Assignees and Approvers can be assigned to Controls.
  • Enhancements to Assessment Units
    • Added an override function for Inherent Risk ratings and Control ratings, for users with appropriate permissions. A comment is required when overriding a rating.
    • Removed the "Key Findings" section in Risk Factors and replaced it with a new "Actions" section.
    • Risk Factors and Controls can have up to 3 Approvers defined,
    • Interface changes to improve layout and navigation.
  • Methodology customisation options expanded to give greater flexibility and control:
    • Control Assessment Metrics, Metric Groups, Metric Ratings;
    • Rating scales for Inherent Risk, Residual Risk, Country Risk, Control Effectiveness, and Control Metrics.
  • User Role permission changes:
    • Added global role "Client" with view-only access to Assessments and Assessment Units.
    • Expanded to the list of permissions to provide more granular control, such as override permissions and hide/show specific fields in Assessments and Assessment Units.
  • Workflow and Notifications
    • The Workflow window has a Controls Workflow tab for assigning Assignees and Approvers.
    • Added ability to have up to 3 Approvers assigned to Controls and Risk Factors.
    • Added Workflow Notification emails to users when a risk factor or control is ready for approval or is rejected or reopened.
    • Added Daily Workflow Reminder emails with hyperlinks to outstanding risk factors and controls.
    • Updated Notification Management with settings to turn on or off the workflow emails.
  • Word reports and CSV exports expanded and improved:
    • Word reports for Assessments and Assessment Units were reworked and now include a methodology overview, rating tables, risk group and control category heatmaps, and expanded appendices.
    • CSV exports are available at the Assessment level, including heatmaps and data for all assessment units within the assessment.
    • CSV exports at the Assessment Unit level are improved and have new columns: Weightings, Answers, Answer Ratings.
  • General Enhancements:
    • The "Comment" fields now support 5000 characters, up from 500.
    • Data tables can now be sorted, filtered, resized, and allow keyword searches.
    • The “Show Archived” checkbox has been moved to the Status column filter settings. It is unselected by default; to see archived data select it in the Status column's filter settings.
    • Various bug fixes, performance improvements, security enhancements.

Version 1.7.6 - 09 September 2020

  • Data Sovereignty - New global architecture to ensure client data resides in a data store within the region selected during company registration. Learn more here.
  • Unicode UTF-8 text format support, enabling non-English alphabet characters for data input, output to reports, and import/export of CSV files.
  • Minor bug fixes.

Version 1.7.5 - 13 May 2020

  • The Branding Management page now allows corporate branding to be applied at the company level, including colours, links, and logos.
  • The new Email Template Management feature allows emails to be customised at the company level.
  • New URL to log in: app.risk-platform.com.
  • New permission options, granting access to Branding Management and Email Template Management. 
  • Minor improvements and bug fixes.

Before customising email templates and branding, learn about the technical requirements of certain changes in Administration - Technical Considerations

Version 1.7.1.1622 - 26 March 2020

  • Minor bug fixes.

Version 1.7.0.1552 - 05 March 2020

  • Ability to change the Risk Model on an In-Progress Sub-Assessment.
  • Ability to create a New Assessment or Sub-Assessment by copying over from an existing one.
  • Audit Trail for Assessment, Sub-Assessment, Answer Sets and Risk Models.
  • M inor improvements and bug fixes.

Version 1.6.1409 - 05 February 2020

  • Ability to copy controls with or without test results to one or more Risk Factors within a Sub-Assessment.

Version 1.6.0.1344 - 23 December 2019

  • New Answer Set Management feature.
  • New Control Category Management feature.
  • New bulk update, delete and archive feature within the Control Library.
  • New feature to customise default control effectiveness rating rules within the Risk Methodology.
  • New bulk update Answer Set feature within the Risk Model.
  • New unpublish action for unused Answer Sets, Risk Models, Risk Methodologies and Supporting Docs Templates.
  • Inherent Risk Rating colour displays next to Risk Indicator answer selection in a Sub-Assessment using an automatic risk model.
  • New feature to attach the final report to an Assessment or Sub-Assessment for record-keeping purposes.
  • Minor enhancements, performance improvements and bug fixes.

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