User Guide: Organization Module in Risk Assessment Management Application
Welcome to the Organization Module of our Risk Assessment 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.
- Overview of Organization Settings sub module in Risk Assessment:
The Organization Settings section is used to configure core administrative, branding, and identification details for the organization using the platform. These settings impact how the platform looks and behaves for all users, especially in reports, emails, dashboards, and login pages.
- Language Options for Organization module
When a user selects a language in the Risk Assessment application, the Organization module should display data in the selected language.
- Organization Module questionnaires
- How to open Organization settings module?
- The Organization module can be accessed through the following navigation:
- Navigate to the Main Menu
- Select the Settings module
- When the user clicks on the Settings module, the organization Settings section should be displayed on the page.
- What is organisation Settings in Risk Assessment product?
- Organization Settings is a core configuration module in a Risk Assessment product that allows administrators to define and manage key organizational details and branding preferences. These settings help tailor the platform to the specific identity and operational requirements of the organization.
- What are the fields available in the Password Settings section of the Risk Assessment product?
- The Organization Settings section in a Risk Assessment product allows administrators to configure core organizational information and branding. These settings personalize the platform and are used across reports, dashboards, email templates, and user interfaces.
- Below fields should be displayed in organisation settings:
- Organization Name: The name of your organization as it should appear in reports and interfaces.
- Street: Street address of the organization’s headquarters or main office.
- City: City where the organization is located.
- Copyright: Custom footer text for legal attribution (shown in reports or system messages).
- Website: Official website URL of the organization (used in reports or dashboards).
- Country: Country where the organization is based.
- ZIP Code: Postal/ZIP code of the organization's address.
- What is company logo in organisation sub module?
- The Company Logo in the Organization Settings section of a Risk Assessment product is a customizable branding element that represents your organization's identity across various parts of the platform.
- The company logo should be displayed in the header section of Word and PDF reports within the Compliance product.
- When the user clicks the Upload button and selects a logo, the uploaded logo should appear in the reports page.
- When the user clicks "Revert Logo to Secure Watch," the default Secure Watch logo should be displayed on the page.
- When uploading a new image for the company logo, the uploaded image must meet the required dimensions of 1600 (width) × 544 (height) pixels.
- What is Application logo in organisation sub module?
- The Application Logo in the Organization Settings sub-module of a Risk Assessment product is a branding element used to customize the visual appearance of the application interface. It helps align the platform with your organization's corporate identity.
- The Application Logo should be displayed on the Compliance product’s dashboard/home page.
- When the user clicks the Upload button and selects a logo, the uploaded logo should be displayed on the application page.
- When the user clicks "Revert Logo to Secure Watch," the default Secure Watch logo should be displayed on both the application page and in the Organization Settings under the Application Logo section.
- When uploading a new image for the Application Logo, the image must meet the required dimensions of 2000 (width) × 342 (height) pixels.
- What is Login logo in organisation sub module?
- The Login Logo in the Organization Settings sub-module of a Risk Assessment product (like Secure Watch) is a customizable branding element that appears specifically on the user login screen of the application. It helps provide a professional and branded user experience from the moment users access the system.
- The Login Logo should be displayed on the login page of the Compliance product.
- When the user clicks the Upload button and selects a logo, the uploaded logo should appear on the login page.
- When the user clicks "Revert Logo to Secure Watch," the default Secure Watch logo should be displayed on both the login page and in the Organization Settings under the Application Logo section.
- When uploading a new image for the Application Logo, the image must meet the required dimensions of 2000 (width) × 342 (height) pixels.
- What all the operations we do like update those will be captured?
- In a Risk Assessment product (such as Secure Watch), all critical operations or changes made within the Organization Settings module are typically logged and tracked to maintain accountability, support audits, and enhance system transparency.
- What are events in organizational settings module?
- In a Risk Assessment product (like Secure Watch), events in the Organizational Settings module refer to any user actions or system activities that result in a change or trigger within that module. These events are typically logged for audit, compliance, and accountability purposes.
- The Events section will capture all changes made by the user on the General Settings screen.
- The Events section should include the following features:
- Search Field:
- When the user enters text in the Events search field, matching records should be displayed on the page.
- If no matching data is found, the message "No records found" should be displayed.
- Excel Export:
- When the user clicks on the Excel Export link, an Excel sheet containing the General Settings events should be downloaded successfully.
III. Click Here to View/Hide Details
- When the user clicks on the View/Hide Columns icon, a popup should appear showing a list of columns.
- If the user uncheck any column, that column should be hidden from the page.
- Checked columns should remain visible on the page.
IV. View Details
- When an admin user clicks on the View Details icon, an Audit Details popup should be displayed on the page.