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Data Model
Object Types
Object Types Overview
Edit or Delete an Object Type
Delete an Object
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Object Type Universe
Relationship Graphs
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Create a New Object Type & Add Components
Creating a New Object Type
Add Fields to an Object Type
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Add Relationships to an Object Type
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Add References to an Object Type
Add Roles
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Adding a Due Date to an Object Type
Data Retention
Enabling the Auto-Delete Function Using a Scheduled Trigger
Disabling the Auto-Delete Function in Workflows
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Formulas
Formulas Overview
Formulas Overview - Variables, Operators, & Functions
Time Formula Functions
Null Values in Formulas
Formula Examples
Inferred Permissions
Inferred Permissions Overview
Add Inferred Permissions on an Object Type
Name & Description Concatenation
Object Type Name & Description Concatenation Overview
Add Name or Description Concatenations to an Object Type
Edit or Delete an Object Type Concatenation
Workflows
Workflow Overview
Edit the Workflow Name or Description
Create a New State
Edit or Delete a Workflow State
State Triggers & Transitions Overview
Add a Nightly Trigger and Transition to a State
Creating a Date-Based Trigger
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Edit or Delete a Trigger or Transition
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Actions on Transitions
Actions on Transitions Overview
Add a Messaging Action to a Transition
Add a Role Management Action on a Transition
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Adding a Clear Fields Action to a Transition
Add a Clear Roles Action to a Transition
Add a Clear Relationships Action to a Transition
Add a Set Field Value Action to a Transition
Add a Create Object Action to a Transition
Add a Pull Data Values Action to a Transition
Creating a Workflow Trigger to Pull Data Values by Reference
Add an Update Field Concatenations Action to a Transition
Add a Run Playbook Automation Action to a Transition
Add a Send Webhook Event Action on a Transition
Object Type Groups
Object Type Groups Overview
Create a New Object Type Group
Edit or Delete an Object Type Group
Fields
Fields Overview
Creating a Date & Time Field
Creating a New Select List
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Image Attachments
Editing a Select List Field
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Text Fields
Text Field Concatenation
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Numeric Fields
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Creating a Currency Field
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Overview
Focus, Data Definition & Dimensions
Assessment Reference Data
Creating a New Assessment Type
Assessment Instances
Edit or Delete an Assessment Type
Delete a Launched Assessment Type
Delete a Launched Assessment Object
Adding a Due Date to an Assessment
Configuring Filters for Scoping Assessments
Configure an Assessment
Trends and Analysis Tab Overview
Manage Assessments Tab Overview
Overview
Enable an Assessment Table
Configure Assessment Workflows
Assessment Data & Reference Data
Push Object Changes
Scope & Launch an Assessment
Overview
Requirements
Thresholds & Best Practices
User Interface
Scope and Launch an Assessment
Add Data to a Previously Launched Assessment
Rely on Previous Assessment Data
Activating the Link to Existing Feature
Bulk Assessments
Launching Bulk Assessments
Troubleshoot Bulk Assessment Issues
Name & Description Concatenation
Assessment Name & Description Concatenation Overview
Add Name or Description Concatenations to an Assessment
Edit or Delete an Assessment Concatenation
Data Definitions
Data Definitions Overview
By Anchor
By Leaf
Data Series
Focus Eligible Definitions
Assessment Definitions
Create a New Data Definition
Edit or Delete a Data Definition
Adding New Elements to a Data Definition
Playbooks Automation
Playbooks Automation Overview
Playbooks Automation Quick Start Guide
Creating a Playbook Automation Rule
Configuring the Driver Object Type Form for Playbooks Automation
Configuring the Applied Object Type Form for Playbooks Automation
Configuring the Task Group Form for Playbooks Automation
Setting Up Playbook Library Content
Views
Configurable Forms
Overview
Create a Duplicate Configurable Form
Edit Form Template
Edit or Delete a Configurable Form
Enable Object History
Enable View Latest Updates on a Form
Standard Forms
Standard Form Layouts
Standard Forms Overview
Create a New Standard Form
Form Layouts Overview
Configure Form Layout Options
Form Headers Overview
Configure a Standard Form Header
Enable Workflow Control on a Form
Form Cards Overview
Add a New Card to a Form
Form Sections
Form Sections Overview
Add a Section to a Form
Control Form Section Visibility
Edit or Delete a Form Section
Form Elements
Adding Form Elements to a Standard Form
Properties
Enable the Confidential Submitter Property
Confidential Submissions Visibility Rules
Configuring Fields on Forms
Configuring Relationships on a Form
Configuring References on a Form
State Triggers
How Roles Function on Forms
Configuring Formulas on Forms
Configuring Free Form Text on Forms
Enabling a Trending Table on a Form
Enabling the Display Download Button on Attachment Fields
Form Actions
Form Actions Overview
Open a Data Visualization
Export Data
Open a Form
Open Assessment Scoping
Open Assessment Rescoping
Form Conflicts
Form Conflict Overview
Identify a Conflict & Set a Form's Priority
Navigation Forms
Navigation Form Overview
Create a Navigation Form
Form Translations
Form Translation Overview
Supported Language Translations
Enable Translations on a Form
Translate Text Fields on a Form
AI Quick Actions on a Form
Adding AI-Generated Regulatory Summarization to a Form
Adding Requirement Similarity to a Form
Adding AI-Recommended Controls to a Form
Data Visualizations
Personalized Data Visualizations
Reports
Data Visualizations Overview
Reports Overview
Focuses & Data Series
Create a New Report
Add Free Form Text
Loading & Caching Report Data
Add Data Visualization Filters to a Report
Add Parameters to a Report
Point in Time Reporting
PDF Output Options (Report Logo & Header)
View a Report
Export a Report
Disabling/Enabling the Report Export Feature
Edit a Report
Deleting a Report
Configure Export Attachments
Creating a Duplicate Data Visualization Report
Viewing Historical Report Data
Report Elements
Add a Table to a Report
Editing/Updating a Report Table
Configure the Submitter Column in a Relationship or Report Table
Add a Pie Chart
Add a Bar Chart or Column Chart to a Report
Editing/Updating a Report Chart
Add Repeatable Forms to a Report
Adding Page Breaks to a Report
Add AutoText to a Report
Heat Maps
Heat Maps Overview
Add a Heat Map with a Single Data Point
Add a Heat Map with Multiple Data Points
Templated Reports
Templated Reports Overview
Creating a Report Template
Uploading a Report Template
Troubleshoot Templated Reports Issues
Data Grids
Data Grid Overview
Create a New Data Grid
Editing/Updating a Data Grid
View a Data Grid
Data Analytics Exports
Data Analytics Export Overview
Creating a Data Analytics Export Report
Editing a Data Analytics Export Report
Export Object Data from a Data Analytics Report
Dashboard Data Sets
Creating a New Dashboard Data Set
Adding Assessment Type Data to a Data Set
Adding Fields to the Dashboard Data Set
Adding Formulas to the Dashboard Data Set
Adding Properties to the Dashboard Data Set
Adding Geolocation Data to a Dashboard Data Set
Adding a Data Transformation to a Dashboard Data Set
Deleting a Data Transformation
Adding Role Data to a Dashboard Data Set
Unlinking Fields, Formulas, Assessments, or Properties from the Dashboard Data Set
Publishing a Dashboard Data Set
Unpublishing a Dashboard Data Set
Deleting a Dashboard Data Set
Dashboard Overview - Videos
Dashboard Quick Start Guide
Dashboard Builder
Overview
Chart Screen Elements Overview
Chart Types Overview
Dashboards
Creating a New Dashboard
Publishing a Dashboard
Deleting a Dashboard
Setting Dashboard Page Actions
Charts
Adding a Chart to a Dashboard
Adding a Multi-Series Chart to a Dashboard
Adding a Combo Chart to a Dashboard
Adding a Table/Group Table to a Dashboard
Adding an Expandable Table to a Dashboard
Adding a Crosstab to a Dashboard
Adding a Heatmap to a Dashboard
Adding a Box and Whiskers Chart to a Dashboard
Adding a Map Chart to a Dashboard
Editing/Formatting a Category or Value
Adding Tooltips to a Chart
Adding Styles to a Chart
Sorting a Chart
Applying Layers to a Chart
Formatting a Chart using Small Multiples and Conditional Formatting
Adding a Chart Filter
Adding a Comparison to a Chart
Adding a Trend Chart to a Table
Adding an Aggregated Formula to a Group Table
Adding a Table Calculation
Sorting a Group Table Using Multi-Column Sort
Creating a Duplicate Chart
Deleting a Chart from a Dashboard
Downloading a Chart
Data Access
User Groups
User Groups Overview
Create a New User Group
Add a User to a User Group
Edit or Delete a User Group
Roles
Roles Overview
Create a New Role
Edit or Delete a Role
Advanced Options on Roles
Duplicating an Existing Role
Workflow Permissions
Merge Documentation
Merge Rules Overview
Enabling Merge Object Permissions on an Object Type
Merging Duplicate Objects
Application Management
Org Manager
Org Manager Overview
Export an Organization
Import an Organization
Applications
Applications Overview
Create an Application & Activity
Edit or Delete an Application
Edit or Delete an Activity
Embedding a Dashboard in an Activity
Actions and Roles
Add an Action
Add Roles
Edit or Delete an Action, View or Role
Views
Add a View
Create a Form View
Create a Report View
Create a Data Export View
Create a Data Grid View
Dashboard Deployment
Deploying a Dashboard Configuration to another Organization
Tools
Swagger Docs
Getting Started
Overview
Swagger Docs
HTTP Methods & Responses
Locating an Org's ID
External, Internal & Unique IDs
Retrieving the External Reference ID for an Object
API Keys
Overview
Impersonation
Create an API Key
Delete an API Key
IP Token Validation
Make Calls
Session Tokens
Important Notes
Creating a Session Token
Renew a Token
API Endpoints
Popular Endpoints
fields
formulas
objectTypes
objectTypeRoles
lifeCycle
relationshipTypes
reports
user
ipAllowList Articles
ipAllowList Authorization Overview
IP Authorization Logins
Data Import
Data Import Overview
Create a Data Import Template
Enter New Object Data
Enter Relationship Data
Enter Updated Object Data
Skipping a Sheet on an Excel Data Import Spreadsheet
Import File Attachments
Uploading the Data Import Template
Error - Fixing the Invalid Date Value Error
Image Upload
Image Upload
Data Audit Trail
Filtering the Data Management Audit Trail
Exporting Data Management Audit Trail Records
Data Audit Archive Export
User Audit Trail
User Audit Trail Overview
User Audit Trail Events & Filters
Viewing the User Audit Trail
Exporting the User Audit Trail
Enabling the User Audit Trail Data Retention Period
Document Management
Opting into Document Management & New UI
Manually Uploading a New File Version
Editing an Attachment Using Microsoft Office Web Applications
Previewing a File
Discarding File Changes
Viewing a Files Version History
Deleting a File from a Form
Renaming a File Attached to a Form
Downloading an Attachment File
Reassigning Data
Communications
Email Settings
Email Settings Overview
Creating a New Email Address
Enable Two-Way Email
Configuring the Dynamic Two-way Email Pop-up
Email Templates
Email Templates Overview
Adding Variables to an Email Template
Create a New Custom Email Template
Edit the Default (Standard or Assigned) Email Templates
Edit or Delete a Custom Email Template
Using an Organization Logo for Branding Email Templates
Portal URL Settings
Portal URL Overview
Creating a Portal URL
Generating a New Portal URL
Edit or Delete a Portal URL
Creating a Secure Access Portal
Custom Login Statement Settings
Creating a Login Statement
Editing a Login Statement
Administrator Settings
User Management
Create a New User
Edit a User
Deleting a User
Disabling a User Account
Assigning a User to a User Group Through the User Profile
Creating a User List
Impersonate Another User
Managing Portal URL Membership
Advanced Permissions Users
Assigning Advanced Permissions to a User
Advanced Permission Types
Create a New User as an Advanced Permissions User
Edit a User as an Advanced Permissions User
LDAP
LDAP Technical Information & Requirements
Configure & Run the LDAP Sync Tool
Configure Task Scheduler to Run the LDAP Sync Tool Automatically
Data Warehouse
Data Warehouse Overview
Access Your Data Warehouse Settings
Data Warehouse Table Types
Examples: Linking Object Type Tables
Connect BI Tools to Your Data Warehouse
Resolver Data Warehouse FAQs
Branding
Branding Overview
Adding an Organization Name
Adding an Organization Logo
Languages
Languages Overview
Add a New Language Translation
Adding a New Language to the Confidential Portal
Feature Access
Feature Access Overview
Enabling AI-Generated Regulatory Summarization On an Org
Enabling Requirement Similarity on an Org
Enabling AI-Recommended Controls on an Org
Videos
Pull Data Values Workflow Action
Repeatable Forms
Email Templates Orientation Video
View a Data Grid
Menu Toggles
Create an Assessment
Navigation Forms
Scope & Launch Function
Miscellaneous Topics
About Applications
About Applications Overview
Recommended Process for Creating Applications
Analyze Text (Intelligent Triage)
Analyze Text (Intelligent Triage) Overview
Intelligent Triage Entities
Use Intelligent Triage to Tag Entities
Enable Text Analysis (Intelligent Triage)
Archived Data
Archive Data
Include or Exclude Archived Data
Communications Tab
Communications Tab
Secure Access Portal Communications
Confidential Portals
Confidential Portals Overview
Using the Confidential Portal
Using the Secure Access Portal
Accessing a Secure Access Portal Report
Core Integrations
Webhooks Integrations
Webhooks Overview
Register for Webhooks Integrations
Eligible Webhooks Events
Sample Webhook Payloads
Workato Integrations
Locations
Locations Overview
Add the Location Property to a Form
Show Location Data in a Relationship or Reference
Import Location Data
Add Location Data to an Object
View Relationship & Reference Location Data
Markdown Formatting
Markdown Formatting Overview
Supported Markdown Styles
Permissions Model
Key Permission Components
Resolver User Interface
User Interface
Admin User Interface
Communications Pop-Up
Time Zone Conversions
Time Zone Conversions Overview
Reports
Concatenations
System-managed Configuration
System-managed Configuration
Starring and Pinning Items
Starring Items on the Home Screen
Pinning Items on the Home Screen
Risk Management Guide
Releases
Risk Management
Version 22.1 +
Version 22.1 Release Notes (Risk Management)
Version 22.2 Release Notes (Risk Management)
Version 3.0+
Version 3.6 Release Notes (Risk)
Version 3.5 Release Notes (Risk)
Version 3.3 Release Notes (Risk)
Version 3.1 Release Notes (Risk)
Version 3.0 Release Notes (Risk)
App Base
Version 25ab+
Version 25.3ab (Risk Management)
Version 25.2ab (Risk Management)
Version 25.1.1ab (Risk Management)
Version 24ab+
Version 24.3ab (Risk Management)
Version 24.2ab (Risk Management)
Version 24.1ab (Risk Management)
Version 24.3.1ab (Risk Management)
Version 23ab +
Version 23.3.1ab (Risk Management)
Version 23.3ab Release Notes (Risk Management)
Version 23.2ab Release Notes (Risk Management)
Version 23.1ab Release Notes (Risk Management)
Introduction
Risk Management Overview
Data Region
Who Should Use The Risk Management Guide
Important Notes About This Guide
Notes, Tips & Warnings
Risk Management User Interface
My Tasks
Log into Risk Management
Log In
Logging Out of Risk Management
Multi-Tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search Risk Management
Numeric Searches
Text Searches
Search Risk Management
Search Risk Management by Object Type
User Groups in Risk Management
User Groups in Risk Management
Risk Management Portal
Risk Management Portal
Risk Team
Risk Team Overview
Scope & Launch an Assessment
Launch a Continuous Assessment
Assigning Risk Owners
Assigning Control Owners
Sending Risk and Control Assessments to all Assigned Owners
Starting a Risk Assessment
Review Risks
Create KRIs
Monitor KRIs
Review a Policy
Library Objects
Create New Library Objects
Triage Risk Objects
Loss Events
Create a Loss Event
Triage Loss Events
Review and Close a Loss Event
Risk Limited Users
Risk Limited Users Overview
View the Portal
Risk Owner & Delegate
Risk Owner & Delegate Overview
View the Portal
Assess Risks
Submit a New Risk
Control Owner & Delegate
Control Owner & Delegate Overview
View the Portal
Perform a Control Self-Assessment
Issue Owner & Delegate
Issue Owner & Delegate Overview
View the Portal
Review an Issue
Corrective Action Owner & Delegate
Corrective Action Owner & Delegate Overview
View the Portal
Review a Corrective Action
Indicator Owner
Indicator Owner Overview
View the Portal
Update a KRI
Loss Event Owners
Loss Event Owners Overview
View the Portal
Submit a Loss Event
Review a Loss Event
Policy Owners
Policy Owners Overview
View the Portal
Update Policies
Risk Team (Standard ERM)
Risk Team (Standard ERM)
Administrator (Risk Management)
Administrator (Risk Management)
Access the Archive
Reports
Reports Overview
View a Report
Assessment Section in Risk Management
Assessment Section Overview
Add a Library Object to an Assessment
Form Comments in Risk Management
Form Comments Overview
Form Comments Overview - Communication Tab
Risk Management Glossary
Glossary of Terms - Risk Management
Notices & Intellectual Property Information
Command Center User Guides
Releases
Command Center
Version 3.0+
Version 3.4 + Release Notes (Command Center)
Version 3.3 + Release Notes (Command Center)
Version 3.1 + Release Notes (Command Center)
Version 3.0.6 (Hotfix) (Command Center)
Version 3.0 Release Notes (Command Center)
Dispatch
Version 25.1+
Version 25.2.1.3 Release (Dispatch)
Version 25.2.1 Release (Dispatch)
Version 25.2 Release (Dispatch)
Version 25.1.0.3 Release (Dispatch)
Version 25.1 Release (Dispatch)
Version 24.1+
Version 24.3 Release (Dispatch)
Version 24.2 Release (Dispatch)
Version 24.1 Release (Dispatch)
Version 23.2+
Version 23.2 Release Notes (Dispatch)
Version 22.1+
Dispatch 22.1 Release Notes
App Base
Version 23.1ab +
Version 23.3.1ab Release Notes (Command Center)
Version 23.3ab Release Notes (Command Center)
Version 23.2ab Release Notes (Command Center)
Version 23.1ab Release Notes (Command Center)
About Command Center
System Requirements
How Command Center Works
User Groups
Command Center Data
Objects & Object Types
Form Fields & Elements
Relationships & Data Definitions
Comments
Restricted Attachment File Types
Form Comments Overview - Communication Tab
Email Notifications
Custom Logos
Data Region
Command Center Login
Command Center Login
Logging Out of Command Center
Password Requirements
Reset Your Password
Command Center User Interface
User Interface
My Tasks
Quick Add
Command Center Administrator Guide
Important Info About This Guide
Command Center Library Objects
Library Objects & Object Types
Create or Edit a Library Object
Command Center & Dispatch Users
Create a New Command Center User
Create a New Dispatch User
Edit a User's Account
Disable or Delete a User
Add Call Signs
Command Center User Guide
Important Info About This Guide
Activity Owner
Activity Owner Overview
Create a New Activity
Open Activities
Review & Edit an Open Activity
Basic Activity Details
Incidents
General
Location
Persons, Organizations, Items & Vehicles
Responses & Requests
Attachments
Tasks
Escalate an Activity
Close an Activity
View Completed Activities
View or Create a Service Request
Reports
Command Center Reports
Loading & Caching Report Data
Export a Report
Dispatch Users
Dispatch User Guides
Dispatch Introduction
About Dispatch
User Types
Dispatch Login & Logout
Logging into Dispatch
Dispatch Logout
User Interface
Dispatch Home Screen
The Ribbon
Command Line
Dispatches Panel
Messages Panel
Officers Panel
Map Panel
Additional Panels
Alarms
Create Dispatch
Details
Schedule Dispatch
SOP
Closed Dispatch
Create Task (Officer Tasks)
Organizations
Location
Settings
Layout
Switching Operational Zones
Arranging the Panels
Dispatch Administrator's Guide
Dispatch Administration Overview
System Settings
System Settings Overview
Create a Visual Alert
Configure Closed Dispatches
Enable Auto-Task Options
Configure Officer History
Location Search Options
Edit Dispatch Fields Language
Resetting the Dispatch Numbers
Priority
Priority Overview
Create a New Priority
Edit or Delete a Priority
Busy States
Create a Busy State
Edit or Delete a Busy State
SOPs (Standard Operating Procedures)
SOPs Overview
Create an SOP
Edit or Delete an SOP
Zones & Teams
Zones & Teams Overview
Create Operational Zones, Work Zones & Teams
Edit or Delete Zones or Teams
Users
Users Overview
Configure a New Dispatch User
View/Download an Officer's History
Edit or Delete an Existing User
RTA (Regulated Time to Act)
RTA Overview
Create a New RTA
Create a Duplicate RTA
Edit or Delete an RTA
Officer Alerts
Officer Alerts Overview
Create a New Officer Alert
Create a Duplicate Officer Alert
Edit or Delete an Officer Alert
Alarm Alerts
Alarm Alerts Overview
Create a New Alarm Alert
Create a Duplicate Alarm Alert
Edit or Delete an Alarm Alert
Locations
Locations Overview
Editing a Dispatch Location
Deleting a Dispatch Location Through Dispatch
Create a New Indoor Location Point
Location Search Results
Editing an Indoor Location Point
Deleting an Indoor Location Point
Templates
Create a New Template
Edit or Delete a Template
Connect Dispatches & Alarms
About Connect
Create Alarm
Dispatch User's Guide
Right-Click Functions & Auto-Focus
Auto-Focus
Right-Click Functions
Locations
Locations Overview
Select an Indoor Location Point
Location Search Results for Dispatchers
Quick Add Temporary Locations
Officers
Officers Overview
Bring an Officer On Duty
Take an Officer Off Duty
Change an Officer's Status
Set an Officer's Location
Reset an Officer Alert
Organizations
Organizations Overview
Add Available Organizations
Remove an Available Organization
Dispatches
Dispatches Overview
Create a Dispatch
Edit a Dispatch
Close a Dispatch
Adding a New Person Through a Dispatch
Adding a Location Through a Dispatch
Selecting an Indoor Location Through a Dispatch
Command Line
Command Line Overview
Use the Command Line
Available Commands
Scheduled Dispatches
Scheduled Dispatches Overview
Create a Scheduled Dispatch
Edit or Delete a Scheduled Dispatch
View the Scheduled Dispatch Calendars
Connect Dispatches & Alarms
Connect Dispatches & Alarms Overview
Rules & Actions
Alarms
Alarms Overview
Manage Alarms
Set up and Submit Panic Alerts
SOPs (Standard Operating Procedures)
SOPs Overview
View the SOP
Send an SOP Email
Tasks
Tasks Overview
Default Call Signs
Auto Start & Arrive
Create a Task
Assign an Officer to a Task
Reassign an Officer to a Task
Dispatch an Officer to Complete a Task
Suspend a Task
Clear a Task
View a Summary of Tasks in the Details Panel
Dispatch an Organization
Dispatch an Organization Overview
Dispatch an Organization
View & Manage Tasks in the Organizations Panel
Service Requests
Service Requests Overview
Create a Service Request
View, Edit, or Delete a Service Request
Person Logs
Person Logs Overview
Create a Person Log
Edit or Delete a Person Log
Organization Logs
Organization Logs Overview
Create an Organization Log
Edit or Delete an Organization Log
Vehicle Logs
Vehicle Logs Overview
Create a Vehicle Log
Edit or Delete a Vehicle Log
Item Logs
Item Logs Overview
Create an Item Log
Edit or Delete an Item Log
Attachments
Attachments Overview
Attach a File or Image
Download an Attachment
Edit or Delete Attachments
Messages
Messages Overview
Send Messages
Invite Others to Join a Conversation
Create a Personal Conversation
Leave a Conversation
Conversation Invitations
Account Settings
Account Settings Overview
Change the Theme
Select a Default Location & Zoom Level
Configure Sounds & Notifications
Information & Support
Officer Mobile User Guide
Officer Mobile Introduction
Introduction
Install Officer Mobile
Log Into the Officer Mobile App
Report for Duty
Push Notifications
User Interface
Create a Dispatch
Actions
Actions Overview
Manage an Organization or Person Log
Manage Dispatch-Related Messages in Actions
Attach an Image to a Task
Messages
Messages Overview
View & Send Messages
Invite Others to a Conversation
Create a New Conversation
Leave a Conversation
Accept or Reject an Invitation
Profile
Profile Overview
Change Your State
Take Yourself Off Duty
Log Off
Glossary
Glossary of Terms - Officer Mobile
Auto Start & Arrive
Connect User Guides
Connect User Guide
Quick Start Guide - Creating Rules within Connect
Browser Requirements
Introduction
Introduction to the Connect User Guide
Connect Prerequisites
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Log In
Log Out
Connectors
Connectors Overview
Connector Status
Edit or Delete a Connector
Devices
Devices Overview
Generate Devices & Event Types
Update Devices & Event Types
Manually Register a Device
Import Devices
Edit or Delete a Device
Device Mapping
Device Mapping Overview
Map a Device
Edit or Delete a Mapped Device
Event Types
Event Types Overview
Add Tags to an Event Type
Rules
Rules Overview
Create a New Rule
Edit or Delete a Rule
Connector Installation Guides
Lenel OnGuard Installation Guide
Lenel Connector System Requirements
Introduction
Introduction
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Installing the Onguard™ Connector
Installing the OnGuard™ Connector
Edit or Delete a Connector
Monitor Connect Events in Lenel OnGuard
Software House C-Cure Connector Installation Guide
C-CURE Connector System Requirements
Introduction
Introduction
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Install the C-Cure Connector & Plugin
Installing the C-CURE Connector & Plugin
Edit or Delete a Connector
Monitor Connect Events in C-Cure
Miscellaneous
Notes, Tips & Warnings
Notices & Intellectual Property Information
Port Requirements for Command Center
Incident Management User Guide
Releases
Incident Management
Version 22.1 +
Version 22.1 Release Notes (Incident Management)
Version 3.0+
Version 3.6 Release Notes (Incident Management)
Version 3.5 Release Notes (Incident Management)
Version 3.4 Release Notes (Incident Management)
Version 3.3 Release Notes (Incident Management)
Version 3.1 Release Notes (Incident Management)
Version 3.0 Release Notes (Incident Management)
App Base
Version 23.1ab +
Version 23.3.1ab Release Notes (Incident Management)
Version 23.3ab Release Notes (Incident Management)
Version 23.2ab Release Notes (Incident Management)
Version 23.1ab Release Notes (Incident Management)
Introduction
Introduction Overview
Data Region
Who Should Use This Guide
Important Notes About This Guide
Notes, Tips & Warnings
User Interface
My Tasks
Login
Logging In
Logging Out of Incident Management
Multi-tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search
Search Overview
Numeric Searches
Text Searches
Search Incident Management
Search Incident Management by Object Type
User Groups
User Groups
Emails
Emails Overview
Portal Access Email Notifications
Incident Screener Email Notifications
Incident Owner Email Notifications
Incident Investigator Email Notifications
Incident Supervisor Email Notifications
Portal Access
Portal Access Overview
Submit an Incident
Review a Draft Incident
Submit an Incident Confidentially
The Confidential Portal in Incident Management
Confidential Portal Overview
Incident Screener
Incident Screener Overview
Triage an Incident
Tag Entities With Intelligent Triage
Submit an Incident from the Triage Activity
Intelligent Triage Entities
Incident Owner
Incident Owner Overview
Review Persons of Concern
Review Civil Notice Letter
Review Notice of Trespass Letter
Assigned Incidents
View & Edit Assigned Incidents
Open an Investigation
Reopen a Closed Incident
Incident Tasks
Create an Incident Task
View & Manage Incident Tasks
Incident Investigator
Incident Investigator Overview
Investigate an Incident
Incident Supervisor
Incident Supervisor Overview
Review an Incident
Reopen a Closed Incident
Case Management
Case Management Overview
Create a Case
Transition a Case
Videos
Limited User
Incident Screener
Incident Owner
Incident Investigator
Incident Supervisor
Incident Management Administrator
Incident Management Reports
Changing Field Names
Administrator (Incident Management)
Administrator (Incident Manager)
Administrator (Incident Management) Overview
Review Incidents as an Administrator
Library Application
Create New Library Objects
Create an Incident Type
Edit an Incident Type
Investigation-Applicable Incident Types
Create an Announcement
Force Broadcast
Core Administrator
Create a New User
Core Administrator Overview
Create a New User
Add a User to a User Group
Important Notes About Deleting or Deactivating User Accounts
Reports
Reports Overview in Incident Management
View a Report
Incident Form Comments
Form Comments Overview - Communication Tab
Glossary
Glossary of Terms
Compliance Management User Guide
Releases
Compliance Management
Version 22.1 +
Version 22.1 Release Notes (Compliance Management)
Version 22.2 Release Notes (Compliance Management)
Version 3.0+
Version 3.6 Release Notes (Compliance Management)
Version 3.5 Release Notes (Compliance Management)
Version 3.4 Release Notes (Compliance Management)
Version 3.3 Release Notes (Compliance Management)
Version 3.1 Release Notes (Compliance Management)
Version 3.0 Release Notes (Compliance Management)
App Base
Version 25ab+
Version 25.3ab (Compliance Management)
Version 25.2ab (Compliance Management)
Version 25.1.1ab (Compliance Management)
Version 25.1ab (Compliance Management)
Version 24ab+
Version 24.3.1ab (Compliance Management)
Version 24.3ab (Compliance Management)
Version 24.2ab (Compliance Management)
Version 24.1ab (Compliance Management)
Version 23ab +
Version 23.3.1ab Release Notes (Compliance Management)
Version 23.3ab Release Notes (Compliance Management)
Version 23.2ab Release Notes (Compliance Management)
Version 23.1ab Release Notes (Compliance Management)
Introduction
Introduction Overview
Data Region
Who Should Use This Guide
Important Notes About This Guide
Notes, Tips & Warnings
Compliance Management User Interface
My Tasks
Regulatory Compliance Framework
Regulatory Compliance Framework Overview
The Library in Compliance Management
Library Overview
View Your Compliance Frameworks
Review Regulatory Updates
Log into Compliance Management
Logging In
Logging Out of Compliance Management
Multi-Tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search Compliance Management
Search Overview
Text Searches
Search Compliance Management
Search Compliance Management by Object Type
User Groups in Compliance Management
User Groups in Compliance Management
The Portal in Compliance Management
The Portal in Compliance Management
Compliance Team
Compliance Team Overview
Launch an Assessment
Scope an Assessment
Perform an Applicability Assessment
Review a Requirement
View Updated Requirements
Review and Perform Control Testing
Launch a Continuous Assessment
Review a Policy
Create an Alert
Review an Alert
Reports Overview
View a Report
Using the Regulatory Summarization Feature on a Form
Using the Requirement Similarity Feature on a Form
Using the AI-Recommended Controls Feature on a Form
Requirement Owner & Delegate
Requirement Owner & Delegate Overview
View the Portal
Assess Risk on a Requirement
Control Owner & Delegate
Control Owner & Delegate Overview
View the Portal
Assess a Control
Issue Owner & Delegate
Issue Owner & Delegate Overview
View the Portal
Review an Issue
Corrective Action Owner & Delegate
Corrective Action Owner & Delegate Overview
View the Portal
Review a Corrective Action
Alert Owner
Alert Owner Overview
View the Portal
Review Alerts
Policy Owners
Policy Owners Overview
View the Portal
Update Policies
Administrator in Compliance Management
Administrator Overview
Create a New User
Add a User to a User Group
Important Notes About Deleting or Deactivating User Accounts
Create a New User
Assessment Section in Compliance Management
Assessment Section Overview
Add Assessments
Form Comments in Compliance Management
Form Comments Overview
Form Comments Overview - Communication Tab
Compliance Management Glossary
Commonly Confused Terms
Glossary of Terms - Compliance Management
Notices & Intellectual Property Information
Security Risk Management User Guide
Releases
Security Risk Management
Version 22.1 +
Version 22.1 Release Notes (Security Risk Management)
Version 22.2 Release Notes (Security Risk Management)
Version 3.0+
Version 3.5 (Security Risk Management)
Version 3.3 (Security Risk Management)
Version 3.1 (Security Risk Management)
App Base
Version 23.1ab+
Version 23.3.1ab Release Notes (Security Risk Management)
Version 23.3ab Release Notes (Security Risk Management)
Version 23.2ab Release Notes (Security Risk Management)
Version 23.1ab Release Notes (Security Risk Management)
Version 24.1ab+
Version 24.1ab (Security Risk Management)
Security Risk Management Introduction
Security Risk Management Introduction Overview
Data Region
Who Should Use the Security Risk Management Guide
Important Notes About the Security Risk Management Guide
Notes, Tips & Warnings
Security Risk Management User Interface
My Tasks
Log In
Logging Into Security Risk Management
Logging Out of Security Risk Management
Multi-tenancy (Multiple Organizations) in Security Risk Management
Log In With SSO
Password Requirements in Security Risk Management
Reset Your Password
Search
Search Overview
Numeric Searches
Text Searches in Security Risk Management
Search Security Risk Management
Search Security Risk Management by Object Type
The Portal in Security Risk Management
The Portal in Security Risk Management
Security Risk Team
Security Risk Team Overview
Location Profiles
Create a Location Profile
Profile a Location
Risks
Create a Risk
Security Assessment Team
Security Assessment Team Overview
Update an Active Location Profile
Create New Issues & Corrective Actions
Frameworks
Update Sections
Update a Sub Section
Update Requirements
Assessments
Create an Assessment in Security Risk Management
Scope an Assessment in Security Risk Management
Assign Auditor and Launch Assessment in Security Risk Management
Complete an Assessment in Security Risk Management
Launch a Continuous Assessment
Security Audit Fieldwork
Security Audit Fieldwork Overview
View the Portal as Security Audit Fieldwork
Issue Owner & Delegate
View the Portal as an Issue Owner
Review an Issue
Corrective Action Owner & Delegate
View the Portal as a Corrective Action Owner
Administrator - Security Risk Management
Administrator Overview
Library Application in Security Risk Management
Edit an Incident Type in Security Risk Management
Create an Announcement
Force Broadcast
Reports in Security Risk Management
Reporting Overview
View a Report in Security Risk Management
Form Comments in Security Risk Management
Form Comments Overview
Form Comments Overview - Communication Tab
Internal Audit Management User Guide
Releases
Internal Audit Management
Version 22.1 +
Version 22.1 Release Notes (Internal Audit)
Version 22.2 Release Notes (Internal Audit)
Version 3.0+
Version 3.6 Release Notes (Internal Audit)
Version 3.5 Release Notes (Internal Audit)
Version 3.3 Release Notes (Internal Audit)
Version 3.1 Release Notes (Internal Audit)
Version 3.0 Release Notes (Internal Audit)
App Base
Version 25ab+
Version 25.3ab (Internal Audit Management)
Version 25.2ab (Internal Audit Management)
Version 25.1.1ab (Internal Audit Management)
Version 24ab+
Version 24.3.1ab (Internal Audit Management)
Version 24.3ab (Internal Audits Management)
Version 24.2ab (Internal Audit Management)
Version 24.1ab (Internal Audit Management)
Version 23ab +
Version 23.3.1ab Release Notes (Internal Audit Management)
Version 23.3ab Release Notes (Internal Audit Management)
Version 23.2ab Release Notes (Internal Audit Management)
Version 23.1ab Release Notes (Internal Audit Management)
Internal Audit Management Introduction
Internal Audit Management Overview
Data Region
Important Notes About the Internal Audit Management Guide
Internal Audit Management User Interface
My Tasks in Internal Audit Management
Log into Internal Audit Management
Logging into the Internal Auduit Managment Application
Logging Out of Internal Audit Management
Multi-Tenancy (Multiple Organizations) in Internal Audit Management
Log In with SSO
Password Requirements in Internal Audit Management
Reset Your Password in Internal Audit Management
Search Internal Audit Management
Search for an Object
Search Internal Audit Management by Object Type
User Groups in Internal Audit Management
User Groups in Internal Audit Management
Risk Management Portal
Risk Management Portal
Risk Assessment
Assessing Risk Management Output for an Internal Audit Project
Assessing Risk for an Internal Audit Using the Audit Universe Heat Map
Internal Audit Leads
Creating an Internal Audit Plan
Activating an Internal Audit Plan
Create an Internal Audit Project
Adding a New Internal Audit Project to an Audit Plan
Adding an Existing Internal Audit Project to an Audit Plan
Activating an Internal Audit Project
Defining the Scope for an Internal Audit Project
Moving an Internal Audit Project to Planning
Viewing an Audit Plan and Status Summary Report
Reviewing a Test as an Internal Audit Lead
Viewing an Internal Audit Finding Summary Report
Viewing an Audit Corrective Actions Summary Report
Completing the Fieldwork Stage
Closing an Issue
Closing a Corrective Action
Viewing the Audit Committee Summary Report
Completing an Internal Audit Project
Viewing an Archived Internal Audit Project
Archiving an Internal Audit Project
Internal Audit Team
Adding an Existing Control or Objective to a Risk
Adding a New Document Request to an Internal Audit Project
Adding an Existing Document Request to an Internal Audit Project
Creating a Document Request
Sending Document Requests to Audit Clients
Returning a Document Request Form
Moving an Internal Audit Project to Fieldwork
Reviewing an Internal Audit's Process
Review an Internal Audit's Controls
Creating a New Test
Sending an Internal Audit Test for Review
Reviewing an Internal Audit's Risks
Adding an Existing Test, Document Request, Policy, Corrective Action, or Issue to a Control
Creating a New Issue
Submitting an Issue for Review Using the Portal
Creating a New Corrective Action
Opening a Corrective Action
Submitting a Corrective Action for Review
Internal Audit Clients
Accessing My Audits
Submitting an Issue for Review
Submitting a Corrective Action for Review
Submitting a Document Request
Library
Create a New Auditable Entity
Reporting
Reports Overview in Internal Audit
View a Report
Communication/History
Form History Overview - History Tab
Form Comments Overview - Communication Tab
Notices & Intellectual Property Information
See more...
Third-Party Risk Management
Third-Party Risk Management Overview
Releases
App Base
Version 25ab+
Version 25.3ab (Third-Party Risk Management)
Version 25.2ab (Third-Party Risk Management)
Version 25.1.1ab (Third-Party Risk Management)
Version 24ab+
Version 24.3.1ab (Third-Party Risk Management)
Version 24.3ab (Third Party Risk Management)
Version 24.2ab (Third Party Risk Management)
Version 23ab +
Version 23.3.1ab Release Notes (Third Party Risk Management)
Version 23.3ab Release Notes (Vendor Risk Management/Third-Party Risk Management)
Version 23.2ab Release Notes (Vendor Risk Management)
Version 23.1ab Release Notes (Vendor Risk Management)
Vendor Risk Management/Third-Party Risk Management
Version 22.1+
Version 22.2 Release Notes (Vendor Risk Management)
Version 3.0+
Version 3.6 Release Notes (Vendor Risk)
Version 3.5 Release Notes (Vendor Risk)
Version 3.3 Release Notes (Vendor Risk)
Version 3.1 Release Notes (Vendor Risk)
Version 3.0 Release Notes (Vendor Risk)
Business Continuity Management
Releases
Appbase
Version 25ab+
Version 25.3ab (Business Continuity Management)
Version 25.2ab (Business Continuity Management)
Version 25.1.1ab (Business Continuity Management)
Version 25.1ab (Business Continuity Management)
Version 23ab+
Version 23.3.0.1ab Release Notes
Internal Controls Management
Internal Controls Management Overview
Releases
Internal Controls
Version 22.1 +
Version 22.1 Release Notes (Internal Controls)
Version 22.2 Release Notes (Internal Controls)
Version 3.0+
Version 3.6 Release Notes (Internal Controls)
Version 3.5 Release Notes (Internal Controls)
Version 3.4 Release Notes (Internal Controls)
App Base
Version 25ab+
Version 25.3ab (Internal Controls Management)
Version 25.2ab (Internal Controls Management)
Version 25.1.1ab (Internal Controls Management)
Version 24ab+
Version 24.3.1ab (Internal Controls Management)
Version 24.3ab (Internal Controls Management)
Version 24.2ab (Internal Controls)
Version 24.1ab (Internal Controls)
Version 23ab +
Version 23.3.1ab Release Notes (Internal Controls Management)
Version 23.3ab Release Notes (Internal Controls Management)
Version 23.1ab Release Notes (Internal Controls Management)
IT Compliance Management
IT Compliance Management Overview
Releases
IT Compliance Management
Version 22.1 +
Version 22.1 Release Notes (IT Compliance Management)
Version 22.1 Release Notes (IT Compliance Management)
Version 3.0+
Version 3.6 Release Notes (IT Compliance)
Version 3.5 Release Notes (IT Compliance)
Version 3.1 Release Notes (IT Compliance)
Version 3.0 Release Notes (IT Compliance)
App Base
Version 25ab+
Version 25.3ab (IT Compliance Management)
Version 25.2ab (IT Compliance Management)
Version 25.1.1ab (IT Compliance Management)
Version 24ab +
Version 24.3.1ab (IT Compliance Management)
Version 24.3ab (IT Compliance Management)
Version 23ab +
Version 23.3.1ab Release Notes (IT Compliance Management)
Version 23.3ab Release Notes (IT Compliance Management)
Version 23.2ab Release Notes (IT Compliance Management)
Version 23.1ab Release Notes (IT Compliance Management)
IT Risk Management
IT Risk Management Overview
Releases
IT Risk Management
Version 22.1+
Version 22.2 Release Notes (IT Risk Management)
Version 3.0+
Version 3.6 Release Notes (IT Risk)
Version 3.5 Release Notes (IT Risk)
Version 3.1 Release Notes (IT Risk)
Version 3.0 Release Notes (IT Risk)
App Base
Version 25ab+
Version 25.3ab (IT Risk Management)
Version 25.2ab (IT Risk Management)
Version 25.1.1ab (IT Risk Management)
Version 24ab +
Version 24.3ab (IT Risk Management)
Version 23ab +
Version 23.3.1ab Release Notes (IT Risk Management)
Version 23.3ab Release Notes (IT Risk Management)
Version 23.2ab Release Notes (IT Risk Management)
Version 23.1ab Release Notes (IT Risk Management)
Risk Event Management
Releases
App Base
Version 25ab+
Version 25.3ab (Risk Event Management)
Version 25.2ab (Risk Event Management)
Version 25.1.1ab (Risk Event Management)
Version 25.1ab (Risk Event Management)
Configuration Guides
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Add Data Visualization Filters to a Report
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Templated Reports Overview
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Creating a Report Template
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Uploading a Report Template
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Troubleshoot Templated Reports Issues
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Data Grid Overview
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Create a New Data Grid
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Editing/Updating a Data Grid
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Data Analytics Export Overview
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Creating a Data Analytics Export Report
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