Stephen Crumley

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Activity overview

Latest activity by Stephen Crumley
  • Stephen Crumley created an article,

    How Do I Update the Creator/Owner of a Record?

    When a user first creates a record via a register, they will automatically be assigned as the Record Creator.  However, the Record Creator may need to be reassigned to another user at times.  Updat...

  • Stephen Crumley created an article,

    What is the Incident Dashboard?

    The Incident Dashboard is a graphical, interactive dashboard that allows administrators to drill through into deeper reports.  To access the dashboard, click Incident>Dashboard. The dashboard cons...

  • Stephen Crumley created an article,

    What is the 'Category Overview Report'?

    ***Coming Soon in May 2022***   The Category Overview Report calculates the content assigned to a category or sub category.  One use for this report is to demonstrate compliance to auditors for Sta...

  • Stephen Crumley created an article,

    What is the Register 'Record History'?

    Record History provides customers with a full audit trail of the record, and is available as the last tab within each register record.  The Record History table will display the previous and new re...

  • Stephen Crumley created an article,

    What Does 'Reported Incidents' Do?

    Reported Incidents is a central register to manage all of your New, In Progress and Closed Incidents. You will have the ability to search and filter incidents by Status, Severity and by the Date th...

  • Stephen Crumley created an article,

    Incident Field Management - What is the Difference Between Register Text and Survey Text?

    Register Text appears in the Incident Reporting, while Survey Text is displayed within the Incident Assessment. In many cases, the Register and Survey dropdown option text will be the same; however...

  • Stephen Crumley created an article,

    Why Are There Two Incident Assessment Templates?

    There are two Incident Assessment templates available which can be customised via the Incident Assessment Creator, (see below).    1. Report Incident - This assessment allows for Incidents to be r...

  • Stephen Crumley created an article,

    MetaIncident Overview & Methodology

    Overview MetaIncident provides the ability for incidents to be reported via MyCompliance, which then populates them into a central register.  Incident Officers can then prioritise, assess and manag...

  • Stephen Crumley created an article,

    How Does the DSAR Timer Work?

    The DSAR Timer helps with managing and prioritising which requests should be actioned first.  Once a request has been raised, the 30-day countdown timer will start.  Stop & Start Timer If required...

  • Stephen Crumley created an article,

    DSAR Register Management - How Do I Add, Delete and Hide Register Fields?

    To add or delete register fields, navigate to Tools>Privacy>DSAR Register Management. You will be presented with a list of existing registers.  Click on the Edit button beside the relevant register...