Dashboard and daily work

Read the dashboard

The dashboard is the instance work list. Its metrics show compliance score, critical risks, open measures, active incidents and overdue reviews. Deadlines / To-dos combines tasks from measures, risks, BC exercises, emergency plans, management reviews, training, SoA, scope, policies and BCM.

Select a task to open its source record. Maintain date and status in the responsible module. The dashboard is not a second data store.

Work with lists

All modules use the same basics:

• New creates a record.
• Search, filters and sorting narrow a list.
• A record opens its details, links, history and actions.
• Editing saves only after required-field validation succeeds.
• Status transitions and relevant write actions appear in the audit log.

Tables become labelled cards on small screens while retaining filtering and sorting.

Evidence and links

Create links where the decision is made: risks to measures, assets and SoA controls; vendors to assets and processing activities; policies to acknowledgements and controls. Documents are stored encrypted. Use a relationship field where one exists instead of duplicating the relationship in free text.

Emergency mode

Administrators can enable emergency mode from the dashboard or settings. It pauses mail delivery. When it is disabled, pending messages must explicitly be sent or discarded.