Complete a Record

How to complete work in Risk Cloud 

The Record screen is where each Record for a given Workflow will be worked to completion.

Record Header Information

Record Name

Once in a Record, the Record Name can be found in the top-left corner of the Header Bar, directly next to the name of the current Step. By default, it takes the format of a Workflow object name + - + system_generated_number. If a more descriptive Field is available, it can be set as a the Primary Field.

Audit History

Click the history icon at the top-right of the Record Header Bar to expand the Audit History box. This will display the audit history of the different users who have accessed the Record and in what capacity.

Completing Work

Check Out

To complete a Record, it must first be checked out to you. Only one person can have a given Record checked out at one time. If you have access to the Workflow that the given Record resides and it is not yet checked out, you will view the below pop-up screen asking to check out the Record:

Click the Check-Out button to check out and begin working on the item.

Note: All your work should save automatically (there is no 'save' button in LogicGate). As long as you entered all of your info when connected to the internet, you can close out of your assessment, and when you reaccess it, it will have saved all of the data you previously entered.

Submit Work

Once you have completed working on a Record, you must submit your work to the next step in the process. To do so, scroll down to the bottom of the screen and click the blue Submit button.

Upon clicking Submit, a "Submission Options" modal will appear.

1. Review the next Step this Record will be sent to. This can change depending on how the form is set up and what type of optional Edge Routing has been defined.

2. Select a Risk Cloud User to assign this piece of work. To do this, you must ensure that you have the proper permissions steps enabled in the Step Builder. Allowing for user records is typically a best practice, as a significant advantage of doing so is to allow for easier notification to the assigned user. OR

3. You can specify an External e-mail address to send this Record to. This would first need to be enabled in the Step Builder. There are many restrictions to allowing External Records. Typically you would instead want to assign this item to a Risk Cloud user, as shown in #2 above. OR

4. Assign the Record to yourself and open the Record in the next Step in the process (as opposed be being directed back to the Work Queue). OR

5. Submit the Record and do not assign it to any user.

Once you're done, you can click the Submit button to complete this Record.

Comments

Every Record in the system allows you to add one or many comments to the bottom of the screen. This feature allows you to add comments to a record even if you do not have the Record checked out, nor does it require any setup to enable this functionality. Your name and a timestamp will be attached to every comment that you add in this way. The process to add and view these comments is as follows.

1. To post a new comment, click the speech bubbles on the right of the page and click the + New Comment button.
   
   
   
   

2. Type a new comment into the comment box.
   
   

3. When finished, click the Save button.
   
   
   
   

4. The user will see the comments displayed at the bottom.
   
   

5. The user can edit or delete their comments by clicking the ellipsis in the upper right corner. 

Please note that the Rich Text options are limited in the comments section.

Risk Cloud will automatically notify subscribed users if a comment has been added to a Record. Users can manually subscribe by clicking the Bell Icon or can be automatically subscribed if the Record is assigned to them or they've previously commented on it.