Risk Cloud Documents, Cross-Application To-Do List, and more!
Note: Information and screenshots in this article may be outdated. Please refer to relevant links for latest information.
Create Custom Final Reports using Risk Cloud Documents
Say goodbye to copying and pasting data into documents and reports! Leverage your Risk Cloud data to generate finalized reports using pre-formatted templates with our new Risk Cloud Documents offering.
Automatically generate an internal audit report, policy document, incident report, and so much more. For more information on this new offering and how to get started, please reach out to your Customer Success Manager or Relationship Manager.
See all Assigned Work with your Cross Application To-Do List
You can now see a more comprehensive list of To-Do items across applications in one view. This includes records assigned to you that are not in an end step. To access your Cross Application To-Do List simply click the pin icon or the "View Across Applications" button on the Home Screen to quickly access and view the records that you need to act on.
Create Comprehensive Dashboards by Adding Table Reports
In addition to Visual Reports, you can now add Table Reports to Dashboards to view all the data you need to see within a single view. Table Reports can be added the same way you have been adding Visual Reports, using the "+ Add Report" button and navigating to the new tab.
Job Schedule on Record Page: View the complete Jobs Schedule and Jobs History for a particular record by clicking on ‚ÄúView Jobs Details‚Äù under settings
View, Create, and Edit Permission Sets directly from Application Canvas
View & Update Roles, Permission Sets, User Groups, and Application Build Access from the User Modal
Search Slack Channels: When adding Slack messages to your jobs you will be able to search for specific channels.
Step Deletion Warnings: When deleting steps you will now be warned if any related jobs will be subsequently deleted.
Use Contextual Notifications in your job email messages, as you will no longer be able to include Field Results layouts for new jobs
New in Risk Cloud Exchange (RCX)
Updates and new items available to explore in RCX:
"Coming Soon" Cards: You can now preview content items that are currently being developed and will be available to you soon in Risk Cloud Exchange.
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