Settings

User Guide: Settings Module in Compliance Management Application

Welcome to the Settings Module of our Compliance Management application! This feature allows users to change anything on the application. This guide will walk you through the functionality and capabilities of the Settings module in detail.

1. Overview of Assessment Screen Control Sub Module

The Assessment Screen control sub module in a compliance product is a feature that enables users to display in assessment survey page the below fields are:

• Assessment Progress
• Assessment Review
• Assessment Control Standard
• Assessment Narrative
• Assessment Comment
• Show Questions number in survey.
• Risk Assessment
• Self Assessment Portal
• Display introduction to the assessment
• Display Assessment Instructions
• Display Question Title
• Send Report After completion
• Create tasks with recommendation
• Show evidence collection tab in survey.
• Show Justification of implementation
• Capture owner of document
• Capture version History
• Default assessment name
• Respondent recommendation

Checked fields should be displayed in assessment survey page.

Overall, the Assessment Screen Control Module serves as a central tool for assessing and ensuring compliance within an organization.

1. What is Assessment Screen Control in settings compliance product?

• Assessment screen control sub module data all should be displayed in perform assessment screen page.
• All assessment screen control components should be displayed in survey page.
• Which components should be displayed in survey those components should be checked and unchecked components should not be displayed in survey page.
• Below components should be displayed in survey page:
• Assessment Progress: If user check assessment progress checkbox in assessment screen control then in survey page when ever user answer a question then in assessment progress should be updated with some number.
• Assessment Review: If user check this Assessment Review checkbox in assessment screen control then in survey page when ever user answer a question then if user having any doubt on answered question then he can enable Assessment Review toggle in survey page. After completing the survey he can check this question.
• Assessment Control Standard: If user checks this assessment control standard checkbox in assessment screen control in survey page for q question info icon should be displayed when user mouse hover on this info icon then control standard for this question should be displayed on the survey page.
• Assessment Narrative: If user check this assessment narrative checkbox in assessment screen control in survey page under introduction tab this data should be displayed and this data we will given by customer so that customer given data we will upload in the assessment narrative tab.
• Assessment Comment : When user update this checkbox in assessment screen control and it should be displayed in survey page when user answer a question after that comment section should be displayed on the page.
• Show Question Number in Survey: When user check this checkbox in assessment screen control and in survey page for questions question number should be displayed if this check box not checked means question number should not be displayed on the page.
• Risk Assessment: When user check this checkbox in assessment screen control when user trying to create Risk Assessment we have an option to select either Categories/Risk assessment. Risk Assessment field will be showed if this check box is checked.
• Self Assessment Portal: When user checks this checkbox in assessment screen control and when creating new Assessment we have option to create self portal assessment this field will be showed if this check box is checked. If this checkbox not checked means self assessment portal checkbox should not be displayed in new assessment creation page.
• Display introduction to the assessment: When user check this checkbox in assessment screen control in assessment survey page introduction tab should be displayed if user uncheck this checkbox then introduction tab should not be displayed in assessment survey page.
• Display Assessment Instructions: When user check this checkbox in assessment screen control in assessment survey page introduction tab should be displayed if user unchecks this checkbox then introduction tab should not be displayed in assessment survey page.
• Display Question Title: When user check this checkbox in assessment screen control in assessment survey for a question title should be displayed if users uncheck this checkbox then introduction tab should not be displayed in assessment survey page. In survey for questions showing question title in survey will be showed if we select this option.
• Send Report after Completion: When user checks this checkbox in assessment screen control when creating Assessment we have option to send report after completion this field will be showed if this check box is checked.
• Create Task with Recommendations: when user checks this checkbox in assessment screen control after completing survey if question is having recommendation if answered question is non complaint then for those non compliant questions automatic tasks should be displayed.
• Show Evidence collection tab in survey page: When user check this check box in assessment screen control in assessment survey page evidence collection tab should be displayed on the survey page. If user uncheck this checkbox then it should not be displayed in survey page.
• Show justification of implementation: When user checks this checkbox in assessment screen control in assessment survey page justification of implementation field should be displayed. If user unchecks this checkbox then justification of implementation field should not be displayed on the page.
• Capture Owner of document: When user checks this checkbox in assessment screen control in assessment survey page in attachment popup capture owner of document should be displayed on the page if not checked means then this checkbox should not be displayed on the page.
• Capture Version History: When user checks this checkbox in assessment screen control in new assessment page this field should be displayed on the page. When user unchecks this checkbox then this field should not be displayed in new assessment page.
• Default Assessment Name: When user checks this checkbox in assessment screen control in new assessment creation by default today date should be displayed on the page.

1. What are events in Assessment Screen Control Sub module?

• Events section will capture all changes done by user on Assessment Screen Control Sub module screen.
• In events section below fields should be displayed:

1. Sort By field: In this filed when user select any column that column should be displayed in ascending order.
2. Search Field: When user enters related text in events search field if entered text is matching then data should be displayed on the page. If no data available on the page “No records found” message should be displayed on the page.
3. Download Icon: When user click on download icon in events section export to pdf text should be displayed and available data should be downloaded in PDF.
4. Click here to view/hide details: When user click on click here to view icon columns popup should be displayed. When user uncheck any column that column should not be displayed on the page. Checked data should be displayed on the page.
5. Filter: When user click on filter button in events filter data should be displayed on the page. When user select column, clause & enter text and when user click on run button valid data should be displayed on the page.