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Overview

A Working View Quick Filter Overview option has been added to the Navigation Tree, allowing users to add Work View Filters that narrow down the objects displayed in the Navigation Tree based on Object Types > Workflows > Workflow States. An on-screen wizard guides users through the process of configuring the filters. Once the filters are configured by a user, they will appear for that user the next time they log in and apply across all assessments.

Working Views enhances navigation trees in assessments and navigation forms by displaying real-time workflow statuses directly on records and providing customizable filters. This allows risk managers, compliance managers, and auditors to monitor assessment progress at a glance and focus on items requiring immediate action.

Configuring Filters

1. From the Navigation Tree section, click the Set Up Overview button in the blue banner at the top of the section.

Set Up Overview Button

2. (Optional) If the blue banner at the top of the Navigation Tree section was dismissed (x), click the Set Up Overview link to access the Working View Filter set up.

Set Up Overview Link

3. From the What do you want to track? section, select the Object Type you want to track within the Navigation Tree by clicking on the corresponding checkbox.

What Do You Want to Track? Section

Note: Only one Object Type can be selected. If more than one Object Type is selected the Save Overview button will be greyed out preventing users from saving the selected filters.

4. From the Workflow states to show section, select up to three Workflow States within the selected Object Type.

Workflow States to Show Section

5. The selected Workflow States will appear at the top of the Navigation Tree as Filters.

Filters

6. Click the Save Overview button to save the selected Filters. Once the Filters are configured by a user, they will appear for that user the next time they log in and apply across all assessments.

Save Overview Button

Filtering the Navigation Tree

1. Once you have set up the Filters, click on a Workflow State Quick Filter in the Filter Overview bar to highlight objects matching the Workflow State. All other objects will be greyed out.

Workflow State Quick Filter

2. Using the Search field when a Workflow State Quick Filter is active will further narrow down the filter results. 

3. Click the Workflow State Quick Filter a second time to remove the filter and view all objects on the Navigation Tree.

Additional Information

• When impersonating another user, the impersonating user can view the impersonated user’s filters but cannot modify them, as the Edit button is disabled.