New Features

Corporate Planning & Reporting

Document Generator - New layout in the Organisation Review report type

The Reporting Period and Filter options have been allocated their own sections in the Organisation Review Report type (CPR> Document Generator).
The Reporting Year is the minimum criteria to generate a report.
How this detail is displayed can be seen in the screenshots below

Document Generator - Organisation Review - Saved Filters

System Admins can now choose which combination of Filters to save when generating the reports. This enables the System Admins to create and save custom reports that will not require filters to be selected every time the report is generated (CPR> Document Generator).
How this detail is displayed can be seen in the screenshots below

Document Generator - Ability to filter reports by Action additional attribute types

When adding additional attributes to Actions, should System Admins select either the Lookup or Multi Lookup attribute type - these attributes become available as filters that can be applied to the Organisation Review reports in the Document Generator (CPR> Document Generator).
How this detail is displayed can be seen in the screenshots below

Document Generator - Ability to sort the Actions table by Columns displayed

This new feature enables the System Admin to sort the content listed in the Action table of the Organisation Review report by the information displayed in the columns selected in the Actions table (CPR> Document Generator).
How this detail is displayed can be seen in the screenshots below

Document Generator - New layout in the Risk Area Report type

The Required Filters and Filter options have been allocated their own sections. (ERM> Document Generator).

This feature enables Systems Admins to:
1. Select whether to group the Risks listed in the report either by Risk Area or Category
2. Select the Specific Date that they want to run the report by
3. Select whether or not to include Restricted Risks

Ability to restrict ability to delete Risk Areas

This feature enables Systems Admins to restrict the ability to delete Risk Areas to Admins only. (ERM> Admin> Permission Management).
How this detail is displayed can be seen in the screenshots below

Enterprise Risk Management

Risk Area Owner's now have the ability to view any restricted risks that have been added to their Risk Area

Delegations & Policies Register

This feature is now working as expected when adding an additional Position to an existing policy and clicking save - only those User's in the newly added position will receive a notification to acknowledge the Policy.