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Configure GRC Programs

GRC Programs such as Compliance are high-level applications made up of activities performed by users. They use roles to allow users the appropriate degree of access and can be rafted to specific actions within each program or activity. This enables users to work more effectively by giving them access to only the actions they need to complete their jobs.

By default, several "best practice" programs and activities already exist in GRC Cloud, but they can be edited or removed to the user's liking. In addition, new programs and activities can be added and configured.

To add a program:

  1. Go to AdministrationGRC Programs.
  2. Click Add Program.
  3. Type the desired name of the new program in the box that appears at the bottom of the list.
  4. Click the checkmark to add the new program.mceclip2.png

To reorder programs and activities:

  1. Go to AdministrationGRC Programs.
  2. Click Reorder Programs and Activities.mceclip3.png
  3. Click one of the programs or activities to highlight it.
  4. Click Move Up or Move Down to change the position of the program or activity in the hierarchy.
  5. Click Save Changes when finished.mceclip4.png

To rename or delete a program or activity:

  1. Go to AdministrationGRC Programs.
  2. Click the desired program or activity and hover over the entry until the pencil and + icon appear.mceclip0.png
  3. Click the pencil icon.
  4. To rename the program or activity, type the new name into the field and click the checkmark icon.
  5. To delete the program or activity, click the trash icon.
  6. To cancel renaming or deleting, click the X icon.mceclip1.png

To add roles and actions

  1. Go to AdministrationGRC Programs.
  2. Click the desired program or activity to open the Edit pane to the right.mceclip2.png
  3. Click Link Roles to bring up a list of roles that can be assigned to this program or activity.
  4. Click Create New Action to make the four action options visible.mceclip3.png
  5. Optional: To add a reference or link to another item in the GRC hierarchy or an external website:
    1. Click Reference.
    2. Type the reference's name in the Name field.
    3. Optional: Check the Open link in a new window checkbox to have the reference open in a new window.
    4. Insert the URL to link to in the URL field.
    5. Optional: Uncheck the Set focus after clicking on action checkbox if you do not want to set the focus when the action is clicked on. It is checked by default.
    6. Click the checkmark when done.mceclip0.png
    7. Optional: To edit the reference, click on the pencil icon next to the reference in the edit pane.
  6. Optional: To add GRC Cloud reports to the focus picker:
    1. Click Reports.
    2. Type the report's name in the Name field.
    3. Select a report to include from the field at the bottom. Only Item Overview and Hierarchical Reports will be available.
    4. Optional: Uncheck the Set focus after clicking on action checkbox if you do not want to set the focus when the action is clicked on. It is checked by default.
    5. Click the checkmark when done.mceclip1.png
    6. Optional: To edit the report, click on the pencil icon next to the report in the edit pane.
  7. Optional: To add an analytic:
    1. Click Analytics.
    2. Type the analytic's name in the Name field.
    3. Select an analytic report from the field at the bottom. All available reports have been created in Manage Analytics.
    4. Optional: Uncheck the Set focus after clicking on action checkbox if you do not want to set the focus when the action is clicked on. It is checked by default.
    5. Click the checkmark when done.mceclip1.png
    6. Optional: To edit the analytic, click on the pencil icon next to the analytic in the edit pane.

      Note: Users will require a BI Integration tool such as Tableau or Crystal Reports to enable analytics.

  8. Optional: To add a workflow trigger to transition items from the focus picker:
    1. Click Triggers.
    2. Select a trigger to add to the program or activity. The triggers available depend on the item types and states defined for the program or activity.mceclip2.png
    3. Optional: To edit the trigger, click on the pencil icon next to the trigger in the edit pane. An icon for the trigger can be chosen this way.
  9. Once all desired roles and actions are assigned, the activity and actions will be visible to all users within the role on the Focus Picker screen upon logging in. mceclip2.png
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