The New view type and edit window

This article describes the new features that the new view with its associated new edit window entails.

Description

The new view type and edit window have been developed to create a better overview and reduce the need to switch between different types of views. Instead, they allow for managing more tasks from the same view.

In the new view, there is an overview mode for quickly forming an opinion about where the focus should be, as well as a table mode for more detailed analysis and adjustment.

Here's how the view might look in overview mode:

The patterns for adding and changing information have also been improved. Filter and search functions are more visible and easier to access to streamline work with large amounts of information.

Note! The development of the new view and the edit window is ongoing. Therefore, information in this article will be continuously updated as new features are added and become available for more products.

Permission requirements and activation

To gain access to the new interfaces, a product license for our standard products "Risk & Control" or "Information Security" is currently required.

The new view is activated by Stratsys. For activation or if you want to know more, contact your customer manager.

Familiarisation with the new view type

Toolbar

At the top of the view, you will find the toolbar. Here, you can switch between overview and table, filter the entire view, search in the view, and make settings that affect the entire view. The components you see in the field depend on your access rights.

The search function in the toolbar highlights your search hits in the view and narrows down the selection, making it easier to work with large data sets.

The view has a setting to make it more or less compact. These settings aim to meet accessibility requirements, including readability. The most compact mode is displayed by default for all users.

Read more about the functions in the toolbar below.

Overview mode

The overview mode presents information in a consolidated and comprehensible way. With a clear overview, it becomes, for example, easier to identify potential risks and issues and address them before they become large and costly.

Elements in the Overview

Click on the "group" icon to enter the overview mode:

The elements in the grouping elements are clickable and function as filters. For example, you can click on the element that shows how many risks there are with the level "High" to filter out these specific risks:

By placing the mouse pointer over the elements, you can also get more detailed information in a tooltip. In the image example, information about the status of direct actions related to the risk type is displayed:

 
In the toolbar, you select the area from which you want an overview. In the image example, the overview is switched from "Process" to "Risk category."

By expanding the selected area, you gain access to all the information related to it. You expand it by clicking on the grouping row itself.

Table Mode

Switch to table mode in the toolbar:

Table mode provides a more traditional view, where all objects become visible:

Follow up on objects

Note! Terminology Adjustment: By the term "object," we refer to text, KPI, and activity nodes in the New Views and Edit Window.

Follow-up by clicking on the "pen and paper" icon . This will take you to the follow-up window.

You can also follow up on underlying levels by clicking on the icon with a downward arrow .

This takes you to the consolidation view where you can perform follow-ups on multiple units that have the object in the same view.

New Node properties

Connection tree

The node property for linkages is now a visual component that displays the entire linkage tree. The linkage tree provides an overview of all of an object's connections, both within a product/governance model and to other products/scorecards.

You can access it by clicking on the linkage icon that looks like a sine wave:

Distribution bar

The new "distribution bar" property can be used to show how the status of activities and controls linked to a specific object is distributed status-wise:

Filtering

Filtering can be performed for the entire view and for individual columns.

Filters Affecting the Entire View

Using the filter funnel in the toolbar, you can perform filters that are general for the entire view, such as which period should be displayed.

When a filter is active, the filter funnel is marked in turquoise. Click on the filter funnel in the toolbar to display the current filters in the view.

You can reset the filter to the default filter settings using the "Reset filtering" button.

Add your own filtering using the "+ Add filter" button. The results of the filters are displayed directly in the view as soon as a filter is changed.

If you as a user make changes to the filter, this is saved even if you switch views and then go back. However, the filter only changes for the individual user.

Filters affecting an individual column

If there is already an active filter for the column, the filter funnel is always visible and is then turquoise:

If it is not visible, you can find it by pointing with the mouse next to the column name. Click on the funnel to change the filter.

Create and modify objects

You create and modify objects in a new type of window from the new view type.

Note! There is no save button in the new edit window - objects are saved automatically when you have entered or changed information.

To create a new object, you must choose "Create" after you have entered the name.

Create objects

A small crescent moon symbol indicates where you can create new objects. If the symbol is missing, it means that creating objects is not possible - this could be due to your access rights, the selected unit level, or because it is not intended to create objects in this particular view.

When you hover over the symbol, the add button appears. The object to which your new object will be linked lights up in blue:

Click on the plus sign. Enter a name for your new object, and press Create:

Just like before, you can name the object, set a responsible person, enter a description, specify periodicity, set status, and distribute the object within the organization.

For other settings, follow the instructions under "Modify Object" below.

Modify objects

To modify an object from the new view, click directly on the object. The edit window then unfolds to the right in the view, and depending on where you click in the view, different parts of the edit window open, but all settings are available regardless of what is initially shown.

If you still miss a setting (some limitations exist), you can switch to the old edit window via the three-dot menu:

The object you are modifying is indicated by a blue frame in the view while the edit window is open:

At the top of the edit window, you can change the name. Through the three-dot menu at the top right, you can access the old edit window and delete the object.

The information in the edit window is divided into the following sections: General, Connections, Linked Sub-objects, and Distribution. Click on the section to expand or collapse it.

General

Under the General section, you can make the following settings (depending on the type of object you are modifying):

All object types:

  • Change responsibility roles
  • Edit text in the description field
  • Change keywords

KPI and risk objects:

For KPI objects, you can also:
  • Change periodicity
  • Report KPI data, such as performing a risk assessment

Action and activity objects:

For actions and activities, you can change the status, found above the General section, and change start and end dates.

Connections

Under connections, you can view the connection tree and add or remove connections. You can add multiple connections at once for the same object without saving in between.

Connected Sub-objects

If the view is structured to allow it, you can directly create linked sub-objects in the edit window, such as Risk Indicators:

Click on the existing objects to go to the edit window for that object.

Distribution

In the Distribution section, you copy or make the object visible to other units within the organization that need to follow up on the object.

Change the distribution by clicking on the pen icon in the upper right corner.

Administration of the New View

For view administrators, certain things are accessed in new ways.

Administration of the Grouping

The information in the overview view can be grouped, and suitable overview elements can be selected by administrators. You can set up several different groupings/areas that users can then switch between.

You can group on all governance model columns, even those not visible in the view. The administration for this can be found under the three-dot menu in the toolbar.

Administering Follow-up

The ability to show the "pen and paper" icon in the view is no longer controlled via the node properties but is instead directly controlled via the column settings in the view's administration.

You access the column settings via the settings for a specific column.

Administering Node Properties

The settings for the view's node properties are accessed via the puzzle piece, now located to the right in the toolbar.

Administering Filter Options

Which filters are available is determined by Filter Settings. These are accessed via the three-dot menu to the right in the toolbar. Keep in mind that not all filter settings are yet supported in the new views - see the note below.

Note! Not all filter settings are supported for the new view yet, but development is ongoing.

Filters supported (as of 2023-10-24) are:

  • Organization filters (filters on units)
  • Period
  • Name
  • Keywords
  • Responsibility roles
  • Objects marked for deletion
  • Start and end dates for activities

Limitations (as of 2023-11-23)

Not all functions supported by the old view types are yet supported. Here are the key limitations. If you need any of these functions, there is the option to create an additional view of the older variant until support for these is developed.

The following are not supported in the new view type:

  • Help texts
  • Export of view content
  • Selecting in objects from other governance models

The following are not supported by the new edit window - however, you can easily switch to the old edit window if needed:

  • Attach links and documents
  • Support for the planning version