This article covers the following topics:
Application View
- Through the Welcome page or the sidebar at the top left-hand side of the page you will land on the Application view.
- In the table, you will find all entries you have access to. To learn more about all available options see the sections below.
Create Button
- Located in the top right-hand corner, the “CREATE” button lets you add new entries to the application.
- Click the "CREATE" button to open the creation form where you can add the necessary details of your submission.
Summary (optional)
Your organization might display important information here, such as an overview of the application, entry creation guidelines, or the overall process. There are three types of layout you may encounter:
- Image
- Link to another page
- Longer explanation text
Table
Below the summary, you’ll find a table with all the entries you have access to. This table helps you search, filter, and navigate through your entries. Here’s a guide to the table’s controls:
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Views
Use the dropdown to switch between different types of entries. For example, in the Third Party Risk Management application, you can toggle between viewing third parties, assessments, or related elements like Screenings or Questionnaires.
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Export as CSV (Optional)
If available, this option opens a dialog where you can export the table as a CSV file.
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Display Settings (Optional)
This opens a dialog that allows you to change your personal view of the table. You can add, remove, or rearrange the columns available. This option may not be available to all users. -
- Show Versions: Check this box to display all versions of entries in the table.
- Column Display: Customize which columns to show by dragging them into order, removing, or adding them with the ‘+’ or ‘-’ icons.
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Rows
Select how many rows to display at a time in the table.
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Search Users
Enter a user’s name or email to filter entries where that user is mentioned in any column. This is different from regular filters, which target specific columns, such as filtering the Approver column for john@acme.com.-
Note 1: The table’s view is configurable, so hidden columns may still be searchable.
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Note 2: Not all columns are searchable by default. If you need changes, reach out to customer support to activate or configure specific columns.
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Status
Filter the table by selecting one or more statuses to narrow your view. -
Filters
Apply filters to columns to narrow down entries based on specific values. Each filter functions as an ‘AND’ condition, meaning all selected filters must be true for an entry to appear. Click ‘Add Filter’ to apply your first filter, and ‘Clear’ to remove a filter. You can also remove all filters at once by clicking ‘Clear All’.- Note: Not all columns may be filterable. Contact your Customer Success representative if you would like to change your settings.
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Save Views
Save the current table view for easy access later. The saved view retains settings for Views, Rows, Filters, and Searches. Saved views are only visible to you.- Note: It is possible to define saved views that are available to multiple users in your organization. Contact customer support if you would like a view added for a specific user group.
- The Saved view will be available in the Sidebar for easy access.
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Search
Use the search bar to find text fields, entity IDs, or emails across all filterable columns. To search for system users, use the “Search Users” feature. Email columns hold email addresses, such as external contact, and are distinct from Users in the system.
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Entry actions
On the right side of each entry, you’ll find actions relevant to that entry. Clicking the ‘Preview’ icon opens a sidebar view, while the ‘Three dots’ icon presents a list of actions you can take. Actions may vary based on your permissions.
Pagination
At the bottom right corner of the table, you’ll see pagination controls. Use them to navigate between pages or jump to a specific one.
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