Accessing Tasks - My Dashboard

Platform: Risk Assessment

Applies to: User roles; e.g. Standard and Approver

The purpose of this feature is to allow users to easily access their outstanding work items, which include:

• Outstanding risk factors
• Outstanding controls
• Recent assessments and assessment units
• Recent risks and controls
• Outstanding actions and incidents (which include findings and issues)
• To Do List that includes all of the above by status, date, and priority

The Dashboard is the default home page.

Alternatively, open the To Do menu and select Dashboard from the menu.

To toggle the Dashboard as your home page, use the Home Page button. This alternates with the Risk Assessment History page as your Home Page.

 Use the toggle on either page.

Using the dashboard

My Outstanding Risks

Risk Factors awaiting your action are displayed by status.

• Risks where you are the Assignee and are Not Assessed, In Progress, or Awaiting Submit.
• Risks where you are the Approver and are Awaiting Approval.

Select a status to view the details of all your risks with that status in Detail or Summary view.

Right-click a risk to open it in a new tab in your browser.

Use the Inspect button () to view the details of all your risks.

Use the Download button () to export all your risks to Excel.

My Outstanding Controls

Controls awaiting your action are displayed by status.

• Controls where you are the Assignee with the status Not Assessed, or Awaiting Submit.
• Controls where you are the Approver with the status Awaiting Approval.

Select a status to view the details of all your controls with that status in Detail or Summary view.

Right-click a control to open it in a new tab in your browser.

Use the Inspect button () to view the details of all your controls.

Use the Download button () to export all your controls to Excel.

My Recent Assessments

Lists the assessments or assessment units you recently updated. The most recent three assessments or assessment units are displayed. Note: Only those updated since RAP release v2.2 are displayed.

Select an assessment or assessment unit to open it.

Right-click an assessment or assessment unit to open it in a new tab in your browser.

Use the Inspect button () to view the details of all assessments and assessment units you recently updated.

Use the Download button () to export to all assessments and assessment units you recently updated to Excel.

My Recent Risks and Controls

Lists the risks and controls you recently updated. The most recent three risks or controls are displayed. Note: Only those updated since RAP release v2.2 are displayed.

Select a risk or control to open it.

Right-click a risk or control to open it in a new tab in your browser.

Use the Inspect button () to view the details of all risks and controls you recently updated.

Use the Download button () to export all risks and controls you recently updated to Excel.

My Outstanding Actions and Incidents

Lists the actions that are assigned to you with a status of Open, In Progress or On Hold. The three oldest actions, by created date, are displayed. Actions include Actions, Incidents, Findings, and Issues. 

Select an action to open it.

Right-click an action to open it in a new tab in your browser.

Use the Inspect button () to view the details of all actions assigned to you.

Use the Download button () to export all actions assigned to you to Excel.

My To Do List

Displays a graph of all risks, controls, actions, findings, incidents, and issues assigned to you.

Use the tabs to group the data by status, due date, or priority.

By Status

Items awaiting your action, coloured by status:

• Not Assessed - applies to Risks and Controls.
• Open - applies to Actions, Findings, Incidents, and Issues.
• In Progress - applies to all.
• Complete - applies to Risks.
• Awaiting Approval - applies to Risks and Controls.
• On Hold - applies to Actions, Findings, Incidents, and Issues.

By Date

Items awaiting your action, grouped by month.

Actions, Findings, Incidents, and Issues are grouped by the value in their Due Date field if any.

Risks and Controls are grouped by the date of the last notification email, such as the reminder email. Disabling your notifications does not prevent the correct date from being used.

By Priority

Items awaiting your action, coloured by priority.

Risk and controls are all High priority because they do not have a Priority field to set.

Actions, Findings, Incidents, and Issues do have a Priority field and are displayed accordingly.

Customising the Dashboard

To customise your Dashboard, use the Configure function and drag the widgets to the desired position.

Press Save Changes to finish, or Discard to cancel your changes.