Customize Fields

User Guide: Customize Fields for Compliance Management Application

Welcome to the Customize Fields of our Compliance Management application! This feature allows users to edit the Customized data and these changes reflected in the application. This guide will walk you through the functionality and capabilities of the Customize fields in detail.

1. Overview of Customize fields

This section allows you to customize the names of some of the fields to match the vocabulary within your organization. You can also adjust the thresholds of your Risk Levels for Assessments and how your scores are calculated.

Following are the Customize fields

1. Customize fields
2. Risk Levels
3. Control weight levels
4. Impact Levels
5. Criticality Levels
6. Gap Score Levels
7. Cap Index Levels
8. SecurityGauge Levels
9. WorldAware Levels
10. Priority Levels
11. Task Status Levels
12. Facility Fields
13. Task Tags
14. Custom fields For Additional Information
15. Calculations
16. Accessing Customize fields Module

Customize fields screen is accessible for Admin role.

To Access Customize fields, follow below steps

1. Navigate to Main Menu
2. Go to Settings
3. Go to Customize fields
4. Editing Customized fields

In Customized fields’ section, it consists of Property name, Property values and Actions. Using Action, Property value can be changed and these changed values displayed across the application.

Following property values can be changed using Action icon. When Action icon is selected, below fields displayed in edit mode.

• Site Contact
• Task Priority
• Securewatch
• Criticality
• Gap
• Facility
• Region
• Likelihood
• Impact
• Site Supervisor
• Recommendation
• Attachment
• Accept Risk
• Limited Site Contact

1. Editing Risk Levels

Risk Levels section, it consists of Property, Property Name, Value, Color, Action and Visible columns. When selected Action icon, Property name, Value and Color fields can be edited.

Property fields are available from Risk Level 1 to Risk Level 5. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Risk Level1, Information belongs to Risk Level1 will not be displayed across the application.

If Visible is enabled for Risk Level1, the information of Facility Risk Score color is displayed according to Property name and Value.

To restore the default for Risk levels values, it is required to click on ‘Restore Defaults for Risk Levels’. All the values set for Property name, Value and Color will be restored and displayed.

1. Editing Facility Risk Levels

Facility Risk Levels section, it consists of Property, Property Name, Value, Color, Action and Visible columns. When selected Action icon, Property name, Value and Color fields can be edited.

Property fields are available from Risk Level 1 to Risk Level 5. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Risk Level1, Information belongs to Risk Level1 will not be displayed across the application.

If Visible is enabled for Risk Level1, the information of Facility Risk Score color is displayed according to Property name and Value.

To restore the default for Risk levels values, it is required to click on ‘Restore Defaults for Risk Levels’. All the values set for Property name, Value and Color will be restored and displayed

Risk level is used to prioritize risks and determine actions to take. Risk level is calculated by multiplying the probability of an event by its severity.

Facility risk level is a score assigned to an asset that indicates the overall risk it poses. Facility risk assessment is to identify potential risks and vulnerabilities that could impact an organization's facility.

1. Editing Control weight Levels

In risk assessments, Control weight levels can be used to calculate the importance of a risk value. Control weight level measures include actions that can be taken to reduce the potential of exposure to the hazard.

Control Weight levels section, it consists of Property, Property Name, Value, Color, Action and Visible columns. When selected Action icon, Property name, Value and Color fields can be edited.

Property fields are available from Control Weight Levels 1 to Control Weight levels Risk Level 11. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Control weight Level1, Information belongs to Control weight Level1 will not be displayed across the application.

If Visible is enabled for Control Weight Level1, the information is displayed in the application according to Property name and Value.

1. Editing Impact Levels

In a risk assessment, impact level refers to how much damage a risk could cause to an organization if it were to occur. Impact levels can be described using a scale, such as: 

• Negligible: The risk will have little to no impact 
• Low: The risk is manageable and can be handled with routine procedures 
• Moderate: The risk is significant but can be managed with additional controls 
• Significant: The risk could cause long-term consequences that are difficult to recover from 
• Critical: The risk could cause disastrous consequences for the organization 
• Catastrophic: The risk could wreck the project

Impact levels section, it consists of Property, Property Name, Value, Description, Action and Visible columns. When selected Action icon, Property name, Value and Description fields can be edited.

Property fields are available from Impact Levels 1 to Impact Levels 11. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Impact Levels 1, Information belongs to Impact Levels 1 will not be displayed in the application.

If Visible is enabled for Impact Levels 1, the information is displayed in the application such as Facility, Assessment Summary and reports.

Impact Levels value set in the settings, will be displayed in facility screen.

Impact value is added while creating facility. Same value is displayed in Assessment Summary of Assessment and in the reports.

1. Editing Likelihood

In risk assessment, likelihood is the probability that an event will occur. Likelihood means the possibility of a potential risk occurring, interpreted using qualitative values such as low, medium, or high.

In Likelihood section, it consists of Property, Property Name, Value, Description, Action and Visible columns. When selected Action icon, Property name, Value and Description fields can be edited.

Property fields are available from Likelihood1 to Likelihood 11. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Likelihood1, Information belongs to Likelihood1 will not be displayed across the application.

If Visible is enabled for Likelihood1, the information of Likelihood is displayed in the Facility, Assessment Summary and Reports.

Likelihood value set in the settings, will be displayed in facility screen.

Likelihood value is added while creating facility. Same value is displayed in Assessment Summary of Assessment and in the reports.

In risk assessment, likelihood is the probability that an event will occur.

1. Editing Criticality Levels

Criticality levels in risk assessment are ratings that indicate the urgency, impact, and severity of an issue, incident, or problem. They can range from low to moderate to high.

In Criticality Levels section, it consists of Property, Property Name, Value, Description, Action and Visible columns. When selected Action icon, Property name, Value and Description fields can be edited.

Property fields are available from Criticality Level 1 to Criticality Level 11. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, if Visible is disabled for Criticality Level 1, Information belongs to Criticality Level 1 will not be displayed across the application.

If Visible is enabled for Criticality Level 1, the information of Criticality Level is displayed in the Facility Type, Assessment Summary and Reports.

Criticality Levels value set in the settings, will be displayed in facility Type screen.

Criticality Levels value is added while creating Facility Type, same value is displayed in Assessment Summary of Assessment and in the reports.

1. Editing Gap Score Levels

Gaps in risk management can be identified and addressed through a gap analysis or a risk assessment.

The gap Score aims to identify areas of improvement or potential risks that may affect operations. Risk assessment aims to identify and prioritize areas of risk so actions can be taken to mitigate them.

In Gap Score Levels section, it consists of Property, Property Name, Value, Action and Visible columns. When selected Action icon, Property name and Value fields can be edited.

Property fields are available from Gap Score Level 1 to Gap Score Level 11. Following columns names values can be changed using Action column.

• Property name
• Value

Using ‘Visible’ toggle column, If Visible is disabled for Gap Score Level1, Information belongs to Gap Score 1will not be displayed across the application.

If Visible is enabled for Gap Score Level1, the information of Gap Score Level1 is displayed in the Assessment Summary and Reports.

Gap Score value is calculated using the formula ((WNCQ + WNEQ) / WAQ) * 10)). This value is displayed in the Assessment Summary of Assessment and in the reports.

1. Editing Cap Index Levels

Third-party Cap risk management (TPRM) is a form of risk management that focuses on identifying and reducing risks relating to the use of third parties.

CAP is an acronym that stands for Crimes Against Persons, Crimes Against Property. The CAP Index is a crime risk forecasting tool that helps organizations make decisions about security planning and management.

In Cap Index Levels section, it consists of Property, Property Name, Value and Action columns. When selected Action icon, Property name and Value fields can be edited.

Property fields are available from Cap Index Level 1 to Cap Index Level 5. Following columns names values can be changed using Action column.

Property name

Value

Cap Index property name and value set in settings are displayed in facility screen after selecting third party data.

1. Editing SecurityGauge Levels

A security gauge in risk management is a tool that helps organizations identify, assess, and mitigate security risks. SecurityGauge is an objective and quantitative assessment of crime and security risk. In-depth crime & fraud analytics.

SecurityGauge® provides risk scores and maps for Total Crime, Total Property Crime and Total Violent Crime, along with scores for seven individual crime types.

In SecurityGauge Levels section, it consists of Property, Property Name, Value and Action columns. When selected Action icon, Property name and Value fields can be edited.

Property fields are available from SecurityGauge Level 1 to SecurityGauge Level 5. Following columns names values can be changed using Action column.

• Property name
• Value

SecurityGauge property name and value set in settings are displayed in facility screen after selecting third party data.

1. Editing WorldAware Levels

WorldAware provides integrated risk management solutions focused on travel.

In WorldAware Levels section, it consists of Property, Property Name, Value and Action columns. When selected Action icon, Property name and Value fields can be edited.

Property fields are available from WorldAware Level 1 to WorldAware Level 5. Following columns names values can be changed using Action column.

• Property name
• Value

WorldAware property name and value set in settings are displayed in facility screen after selecting third party data.

1. Editing Priority Levels

In risk management, the priority levels of a risk is determined by its risk score. The risk with the highest score is ranked first, and so on. Risk prioritization is the process of analyzing risks to determine which ones are the highest priority and need to be addressed first.

Priority Risk level will be used to assign priority for automated Tasks.

In Priority Levels section, it consists of Property, Property Name, Priority Risk Level, Color, Action and Visible. When selected Action icon, Property name, Priority Risk Levels and Color fields can be edited.

Property fields are available from Priority Level 1 to Priority Level 5. Following columns names values can be changed using Action column.

• Property name
• Value
• Color

Using ‘Visible’ toggle column, If Visible is disabled for Priority Level1, Information belongs to Priority Level 1 will not be displayed across the application.

If Visible is enabled for Priority LevelLevel1, the information of Priority Level Level1 is displayed in the Assessment Summary and Reports.

1. Editing Task Status Levels

Tasks in our application is designed to mainly for addressing vulnerabilities and improve the risk score of the facility. Tasks can be created and assigned to other roles.

Following are the tasks types

• 1. Open
  2. In Progress
  3. Assigned
  4. Completed
  5. Closed
  6. Incomplete

The incomplete task status is automatically set, if Tasks exceeded the due date and are not closed or completed already.

In Task Status Levels section, it consists of Property, Property Name, Color, User Roles, Users, Action and Visible. When selected Action icon, Property name, Priority Risk Levels and Color fields can be edited.

Property fields are available from Task Status Level 1 to Task StatusLevel 10. Following columns names values can be changed using Action column.

• Property name
• Color
• User Roles
• Users

Using ‘Visible’ toggle column, if Visible is disabled for Task Status 1, Information belongs to Task Status Level 1 will not be displayed across the application.

If Visible is enabled for Task Status1, the information of Task Status1is displayed in the Task screen, Assessment Summary and Reports.

Tasks Status access can be given by selecting User roles and users. According to the selection of user roles and user, task status is accessible to that user.

1. Editing Facility Fields Levels

Facility fields shows new 6 customized fields. These fields are as below

1. Business Unit
2. Segments
3. Legal Entity
4. Total Insured value
5. Priority
6. Location Name

Facility fields displayed while creating Facility. If made visible, they will display at the bottom of the Facilities Screen, in the dashboard filter and report placeholders.

In Facility Fields levels section, it consists of Property, Property Name, Color, User Roles, Users, Action and Visible. When selected Action icon, Property name, Priority Risk Levels and Color fields can be edited.

Property fields are available from Facility 1 to Facility 6. Following columns names values can be changed using Action column.

• Property name

Using ‘Visible’ toggle column, if Visible is disabled for Facility 1, Information belongs to Facility 1 will not be displayed across the application.

If Visible is enabled for Facility 1, the information of Facility 1is displayed in the Facility and reports.

1. Editing Task Tags

Tags can be added while creating tasks. Depends on the user roles permission, Tags can be viewed and created.

In Task Tagssection, it consists of User role, Users and Action Columns. When selected Action icon, User Roles and Users can be edited.

Property fields are available from Facility 1 to Facility 6. Following columns names values can be changed using Action column.

• Property name – Can View Tags
• Property name – Can Create Tags

Access to these property names for user roles and user, once access is given to user roles to users email id, those user will get access to above tags.

Using ‘Visible’ toggle column, if Visible is disabled for Can View Tags, Information belongs to Can View Tags will not be displayed across the application.

If Visible is enabled for Can View Tags, the information of Can View Tags is displayed in the Facility and reports.

Using ‘Visible’ toggle column, if Visible is disabled for Can Create Tags, Information belongs to Can Create Tags will not be displayed across the application.

If Visible is enabled for Can Create Tags, the information of Can Create Tags is displayed in the application.

1. Custom Fields For Additional Information

Custom fields can be added Facility and Audit Register, added Custom fields will be displayed in Facility and Audit Register screens.

In this section, two items added in the filter list

• Facility
• Audit Register

When selected Facility items and clicked on ‘Add Custom Fields’, new added custom fields displayed in the list.

When selected Audit Register, clicked on; Add Custom Fields’, new added custom field displayed in the list.

Above added items displayed in the application.

1. Calculations

In the Calculation section, we have default calculations formula mentioned as below

• Risk Score = ((Criticality + Threat Level + Gap score)/(Count of Non-Zero values from Criticality, Threat Level + 1)) * (Consequence)
• Compliance = (Count of Compliant Questions/Count of Total Answered Questions) * 100

Below formula can be customized using action

• Gap Score = WNCQ (Weights of Non Compliant Questions), WNEQ (Weights of Non Evaluated Questions), WCQ (Weights of Compliant Questions), WAQ [WNCQ + WNEQ + WCQ] (Weights of All Available Questions), TAQ (Total Answered Questions)

Custom questions selection can be calculated using Sum or Average

• Likelihood = Calculating Likelihood When Multiple Sources Are Used from below three options
  • Hightest Value received
  • Average value received
• Lowest value received
• Question Category Score = WNCQ (Weights of Non Compliant Questions), WNEQ (Weights of Non Evaluated Questions), WCQ (Weights of Compliant Questions), WAQ [WNCQ + WNEQ + WCQ] (Weights of All Available Questions), TAQ (Total Answered Questions)
• Below two options used
• Sum
• Average
• Risk Register Score are calculating with below three options
• Average of Risk Scores
• Highest of Risk Scores
• Mode of all Risk Scores

1. Customized Events

Events shows the information all the logs of the Customized fields created and updated. When Customized field shows Performed By, Module, Action date and View Details.

Following functionality available in Tasks events screen

• Filter options available and we can run and save the filters. Saved filters are reused for future use.
• Column Sorting is available for Sort By option by selecting the columns names Action Performed, Performed By, Module, Action Date and Action Info.
• Search option available by searching any word or text, if search text is available, it will display the search content.
• Downloading data of Customized fields event in pdf format
• Column display options available using hide/seek columns, if columns are not selected columns will not displayed in tasks events.

1. Customized fields questionnaires
2. How to open Customized fields screen in settings?

Customized fields settings screen can be accessed from the Settings screen

1. How to open Customized fields?

• Go to Settings module
• Click on Customized field and expand
• It will show the Customized fields screen

1. How to edit the Customized fields?

• Go to Settings
• Go to Customized fields and open Customized fields screen
• Go to Action
• Go to Property value and save it.

1. How to open Risk Levels?

• Go to Settings
• Go to Customize fields
• Go to Risk Levels

1. How to edit the Risk Levels?

• Go to Settings
• Go to Customized fields and open Risk Levels
• Go to Action
• Go to Property value and save it

1. How to open Facility Risk Levels?

• Go to Settings
• Go to Customize fields
• Go to Facility Risk Levels and expand

1. How to edit the Facility Risk Levels?

• Go to Settings
• Go to Customized fields and Facility Risk Levels
• Go to Action
• Go to Property value and save it

1. How to open Control Weight Levels?

• Go to Settings
• Go to Customize fields
• Go to Control Weight Levels and expand

1. How to edit the Control Weight levels?

• Go to Settings
• Go to Customized fields and Control Weight Levels
• Go to Action
• Go to Property value and save it

1. How to open Impact Levels?

• Go to Settings
• Go to Customize fields
• Go to Control Weight Levels and expand

1. How to edit the Impact levels?

• Go to Settings
• Go to Customized fields and Impact Levels
• Go to Action
• Go to Property value and save it

1. How to open Likelihoods?

• Go to Settings
• Go to Customize fields
• Go to Likelihood and expand

1. How to edit the Likelihood?

• Go to Settings
• Go to Customized fields and Likelihood Levels
• Go to Action
• Go to Property value and save it

1. How to open Criticality Levels?

• Go to Settings
• Go to Customize fields
• Go to Criticality Levels and expand

1. How to edit the Criticality Levels?

• Go to Settings
• Go to Customized fields and Criticality Levels
• Go to Action
• Go to Property value and save it

1. How to open Gap Score Levels?

• Go to Settings
• Go to Customize fields
• Go to Gap Score Levels and expand

1. How to edit the Gap Scope Levels?

• Go to Settings
• Go to Customized fields and Gap Score Levels
• Go to Action
• Go to Property value and save it

1. How to open Cap Index Levels?

• Go to Settings
• Go to Customize fields
• Go to Cap Index Levels and expand

1. How to edit the Cap Index Levels?

• Go to Settings
• Go to Customized fields and Cap Index Levels
• Go to Action
• Go to Property value and save it

1. How to open SecurityGauge Levels?

• Go to Settings
• Go to Customize fields
• Go to SecurityGauge Levels and expand

1. How to edit the SecurityGauge Levels?

• Go to Settings
• Go to Customized fields and SecurityGauge Levels
• Go to Action
• Go to Property value and save it

1. How to open WorldAware Levels?

• Go to Settings
• Go to Customize fields
• Go to WorldAware Levels and expand

1. How to edit the WorldAware Levels?

• Go to Settings
• Go to Customized fields and WorldAware Levels
• Go to Action
• Go to Property value and save it

1. How to open Priority Levels?

• Go to Settings
• Go to Customize fields
• Go to Priority Levels and expand

1. How to edit the Priority Levels?

• Go to Settings
• Go to Customized fields and Priority Levels
• Go to Action
• Go to Property value and save it

1. How to open Task Status Levels?

• Go to Settings
• Go to Customize fields
• Go to Task Status Levels and expand

1. How to edit the Task Status Levels?

• Go to Settings
• Go to Customized fields and Task Status Levels
• Go to Action
• Go to Property value and save it

1. How to open Facility Fields?

• Go to Settings
• Go to Customize fields
• Go to Facility Fields and expand

1. How to edit the Facility Fields?

• Go to Settings
• Go to Customized fields and Facility Fields
• Go to Action
• Go to Property value and save it

1. How to open Task Tags?

• Go to Settings
• Go to Customize fields
• Go to Task Tags and expand

1. How to edit the Task Tags?

• Go to Settings
• Go to Customized fields and Task Tags
• Go to Action
• Go to Property value and save it

1. How to open Custom Fields for Additional Information?

• Go to Settings
• Go to Customize fields
• Go to Custom Fields for Additional Information and expand

1. How to edit the Custom Fields for Additional Information?

• Go to Settings
• Go to Customized fields and Custom Fields for Additional Information
• Go to Action
• Go to Property value and save it

1. How to open Calculations?

• Go to Settings
• Go to Customize fields
• Go to Custom Fields for Additional Information and expand

1. How to edit the Calculations?

• Go to Settings
• Go to Customized fields and Calculations
• Go to Action
• Go to Calculations and save it