Risk Wizard Webinar Information Sessions

Darren Crichton

2014.1 Upgrade SummaryWednesday 18th June 2014

2014.1 Key Features

• Hierarchical pick-lists • Permissions extended to editing of pick-lists • Drag/drop pick-list items • Control licensed and enterprise user ability to add items to pick-

lists and add incident types • Streamlined compliance task creation • Notification on incident types • Performance improvements • Compatible with Microsoft Explorer 8/9/10/11

HIERARCHICAL PICK LISTS All pick-lists are now hierarchical enabled. This means you can create a hierarchical structure within the pick-list options. Hierarchical pick-lists allow for grouping of related data into a visually simple and logical structure which is easily followed and understood by users.

Other points to note: • Hierarchical structures can be applied to any

single-pick and multi-pick fields • There is no limit to the number of layers and

levels which can be set up • Permission groups apply to hierarchical pick-lists • Pick-list items can be moved within the

hierarchical structure using drag/drop • In form editing to nominated roles

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20141/Pick+List+Editor

Task Default from Obligation Form

SET DEFAULT TASK REMINDER AND OVERDUE SETTINGS IN THE OBLIGATION FORM It’s now possible to set a default schedule of task reminders and overdue notifications in the obligation form for new obligations. These default notification settings are in turn used as the template for tasks created for the obligation.

This can be setup in <your links><Workflow setup><Default reminder/overdues>.

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/pages/viewpage.action?pageId=4718836

Recurring Task Shortcut

CREATE SINGLE / RECURRING TASKS FROM THE OBLIGATION FORM

Single or recurring tasks can be created directly from the obligation edit form. A ‘Save and create tasks’ button has been added to the top of the form. When selected, you can choose to create a single or recurring task. This will save time moving to the ‘Tasks’ tab to create tasks and will make it quicker and easier to create tasks using different task dates and/or recurring frequencies.

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20141/Obligation+Form

Notification on Incident TypesINCIDENT TYPE WORKFLOW NOTIFICATIONS

Incident types have been added to the list of fields which can be used to create workflow notifications. This means you can have a pre-defined workflow notification issued to nominated groups or a person/s for a specific incident type.

Add Incident Description to the email notification.

By adding the “@Description” text to the alert notification Body or Footer section email text box, the description value can be included in the notification email. This functionlity will be expanded to any field in any notification.

Help Referencehttps://https://riskwizardhelp.atlassian.net/wiki/display/RWH20141/Alert+Notifications#AlertNotifications-InsertingtheDescriptionfieldintoanAlertNotification

LinksItem Link

Risk Wizard Online Help https://riskwizardhelp.atlassian.net/wiki/display/RWH20141/User+Guide+for+2014.1;jsessionid=1A86F727115935324C038569975CB79DRisk Wizard 2014.1 Release Notes https://riskwizardhelp.atlassian.net/wiki/display/RWH20141/Release+Notes

Risk Wizard Webinar Sessions ScheduleDate Topic

2nd July 2014 2014.1 Upgrade Summary

16th July 2014 Creating report filters & sorts

30th July 2014 Enterprise recorder and notifications

13th August 2014 Creating report filters & sorts

27th August 2014 Enterprise recorder and notifications

10th September 2014 Roles and Groups Example

24th September 2014 Recurrence on Tasks/Actions

8th October 2014 Roles and Groups Example

22nd October 2014 Recurrence on Tasks/Actions

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