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 Dashboard widgets & user role module in detail.

1. Overview of Dashboard widgets & User Role

Dashboard widgets are visual elements or components that display key compliance-related metrics, data, and insights in an easily digestible format. These widgets are often part of a larger compliance dashboard, which serves as a centralized location for monitoring and managing compliance-related activities within an organization. The main purpose of these widgets is to present real-time or summary information about compliance status, risks, audit progress, and other important data points, enabling users to make informed decisions and take necessary actions.

In a compliance product, user roles are used to define the permissions and responsibilities of different individuals within an organization who are interacting with the system. These roles help ensure that only authorized personnel have access to specific features, data, and tasks based on their job functions and level of authority. Proper role management is essential in a compliance product to maintain the security, integrity, and effectiveness of the compliance processes.

1. Language Options for Settings module

To cater to diverse user needs, the settings module supports multiple languages. You can select your preferred language from the dropdown menu located at the top of the screen. This ensures that your settings module is accessible and understandable across global teams.

1. Dashboard Widgets & User roles: When user create any new widget from settings dashboard widget screen it should be displayed in dashboard module screen and also in settings dashboard widget screen.

• This Dashboard widgets & user role should be displayed only in admin user role.
• In other roles this dashboard widgets & user role should not be displayed.
• When user click on Add widget button in settings dashboard widget & user role page below fields should be displayed:

1. Widget Title
2. Widget Width
3. Widget Column.

In the context of a compliance product, a widget is a small, self-contained visual component or tool that displays key information, metrics, or functionality within a larger compliance dashboard or interface. Widgets are designed to present data in an easily digestible format, such as charts, graphs, tables, or progress bars, helping users quickly assess the status of compliance activities, risks, or tasks. Widgets often provide real-time updates and interactive features, enabling users to monitor, manage, and act on compliance-related data efficiently.

• User Roles: All the user roles will be displayed in settings what all the changes we do in settings for user roles those changes should be displayed in the application.
• Administrator user role settings:

Administrator Role Overview: Administrators are typically the highest-level users in the system. They have access to all features and configurations within the compliance product, enabling them to manage the entire system.

Responsibilities:

• Admin user role can create, update & delete.
• Everything will be visible to admin user role.
• Admin can create any data.
• Other roles created data will be visible to admin user.
• If admin user wants to uncheck any chart in dashboard he can uncheck from user role settings.

• Manager user role settings:

Role Overview: A compliance manager oversees the execution of compliance programs and ensures that the organization meets relevant regulations and standards.

Responsibilities:

• Manager user role is next to admin user role.
• When Manager User role login content manager & settings module will not displayed in manager user role.
• Other modules should be displayed for manager user role.
• Manager user cannot create any data.
• Manager user cannot do any changes on the application.
• Manager can perform admin created assessment and manager also creates assessments.
• In this user role based on checked modules & charts those should be displayed in manager user login.

• Site Contact User Settings:

Role Overview: A Site contact user cannot create new assessments. He cannot create new facility data. He cannot create new content libraries, question categories & questions. Created assessments by admin & manger users those assessments site contact user can perform assessments.

Responsibilities

• Site contact user login will not have facility, content manager & settings module.
• Site contact user login will have other module.
• Site contact cannot create assessment.
• Site contact user can perform assessments created by admin & manager users.
• Site contact user cannot new assessment.
• In Site contact user settings if any module is unchecked then that related module should not be displayed on the application.

• Limited Site Contact Settings:

Role Overview: A Limited Site contact user cannot create new assessments. He cannot create new facility data. He cannot create new content libraries, question categories & questions. Created assessments by admin & manger users those assessments Limited site contact user can perform assessments.

Responsibilities

• Limited Site contact user login will not have facility, content manager & settings module.
• Limited Site contact user login will have other module.
• Limited Site contact cannot create assessment.
• Limited Site contact user can perform assessments created by admin & manager users.
• Limited Site contact user cannot create new assessment.
• In Limited Site contact user settings if any module is unchecked then that related module should not be displayed on the application.

View Only Settings

• View only user can see all the modules on the application.
• View only user cannot do anything on the application.
• In this view only user if any module is unchecked then those modules should not be displayed when view only user logged into the application.

• What all the operations we do like create, update & delete those will be captured?
• Yes, what all the operations we perform on user roles in settings module those will be captured in events section.

1. How to Sort Dashboard widgets & user role from Settings module screen?

• Click on events section
• Go to top of the screen
• Go to Sort By field by these items Action Performed, Performed By, Module, Action Date, Action Info and View Details.
• Select the ‘Action performed “in the Sort By field, Action Performed column is sorted.
• Select the ‘Performed By’ in the Sort By field, Content Library column is sorted.
• Select the ‘Module “in the Sort By field, Module column is sorted.
• Select the ‘Action Date “in the Sort By field, Action Date column is sorted.
• Select the ‘Action Info “in the Sort By field, Action Info column is sorted.

1. How to search the specific data from dashboard & widgets sub module screen in Settings module Grid?

• You can get the specific record from the grid by using search field as shown below.

1. How to download the data in dashboard widgets & user role sub module in settings module?

• Open the Dashboard widgets & user module home page.
• Click on Down Arrow symbol right side of the screen.
• Data exported in PDF.

1. Can we hide/seek columns in Dashboard widgets & user sub module in settings module screen?

• Open the Dashboard Widgets & user sub module screen.
• Go to Right side of the screen.
• Click on See/hide column.
• Check from the list selected columns displayed on the screen.
• Checked columns should be displayed on the page.
• Unchecked columns should not be displayed on the page.

1. Can we run the filters in events section in Dashboard widgets & user roles sub module in settings module?

• Yes, user can select the data and click on run selected filter data should be displayed on the page.
• When user click on filter where column fields should be displayed on the page.
• Click on column field dropdown

1. Action Performed
2. Performed By
3. Module
4. Action Date
5. Action Info
6. View Details

• When user select column field and click on clause column below fields should be displayed:

1. Contains
2. Does Not Contains
3. Is Equal to
4. Is Not equal to

• When user select column, clause, enter text and click on run button selected filter data should be displayed on the page.
• If no filter data available on the page “No records found” message should be displayed.