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Create a New Custom Email Template
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Fields
Create a New Field
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Forms
Create a New Standard Form
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Add Formulas to an Object Type
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Create a New Object Type
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Create a New Report
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Edit or Delete a Role
Users & User Groups
Create a New User
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Workflows
Create a New State
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Browse By Topic
About Applications
About Applications Overview
Recommended Process for Creating Applications
Analyze Text (Intelligent Triage)
Analyze Text (Intelligent Triage) Overview
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Use Intelligent Triage to Tag Entities
Updated
Enable Text Analysis (Intelligent Triage)
Anonymous Login
Anonymous Login Overview
Create an Anonymous Login
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API (Swagger Docs)
Getting Started
Overview
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fields
formulas
objectTypes
objectTypeRoles
lifecycle
relationshipTypes
reports
Applications
Applications Overview
Create an Application & Activity
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Views
Add a View
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Archived Data
Archive Data
Include or Exclude Archived Data
Assessments
Assessments Overview
Focus, Data Definition & Dimensions
Assessment Instances
Assessment Instances Overview
Reference Data
Rely on Previous Assessment Data
Link to Existing
Important Notes
Advanced Relationship Tables
Create a New Assessment Type
Assessment Workflows
Assessment Workflows Overview
Assessment Data & Reference Data
Configure Assessment Workflows
Updated
Edit or Delete an Assessment Type
Scope & Launch
Scope & Launch Overview
Scope & Launch Requirements
Scope & Launch Thresholds & Best Practices
Scope & Launch User Interface
Scope & Launch/Create an Assessment
Add Data to a Previously Launched Assessment
Delete a Launched Assessment Object
Delete a Launched Assessment Type
Audit Trail
Data Audit Trail Overview
Export the Data Audit Trail
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User Audit Trail Overview
User Audit Trail Events & Filters
View & Export the User Audit Trail
Configurable Forms
Configurable Forms Overview
Standard Forms
Standard Forms Overview
Create a New Standard Form
Configure a Form's Header
Form Sections
Sections
Add a Section to a Form
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Edit or Delete a Form Section
Form Elements
Add Elements to a Standard Form
Properties
Fields
Assessment Table
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Form Actions Overview
Open a Data Visualization Form Action
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Form Conflict Overview
Identify a Conflict & Set a Form's Priority
Navigation Forms
Navigation Form Overview
Create a Navigation Form
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Core User Interface
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Admin User Interface
Data Definitions
Data Definitions Overview
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Focus Eligible Definitions
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Create a New Data Definition
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Data Import
Data Import Overview
Create an Import Template
Enter New Object Data
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Upload the Import Template
Data Visualizations
Data Visualizations Overview
Focuses & Data Series
Reports
Reports Overview
Loading & Caching Report Data
Create a New Report
Report Elements
Add a Table to a Report
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Heat Maps
Heat Maps Overview
Add a Heat Map with a Single Data Point
Add a Heat Map with Multiple Data Points
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New
Add Filters
Add Parameters to a Report
Point in Time Reporting
PDF Output Options (Report Logo & Header)
View a Report
Export a Report
Edit or Delete a Report
Updated
Configure Export Attachments
New
Data Analytics Exports
Data Analytics Export Overview
Create a Data Analytics Export Report
Export Object Data from a Data Analytics Report
Data Grids
Data Grid Overview
Create a New Data Grid
View a Data Grid
Add Free Form Text
Starred Reports
Personalized Data Visualizations
Data Warehouse
BI Connectivity via the Data Warehouse
Data Warehouse Tables
Connect Power BI to the Data Warehouse
Email Templates
Email Templates Overview
Email Template Variables
Create a New Custom Email Template
Edit the Default (Standard or Assigned) Email Templates
Edit or Delete a Custom Email Template
Fields
Fields Overview
Create a New Field
Text Fields
Text Fields
Text Field Concatenation
Rich Text Formatting
Numeric
Date & Time
Select List
Attachments
Image Attachments
Edit or Delete a Field
Form Translations
Form Translation Overview
Translatable Languages
Enable Translations on a Form
Translate Text Fields on a Form
Formulas
Formulas Overview
Variables, Operators & Functions
Time Formula Functions
Null Values in Formulas
Formula Examples
Glossary
Glossary of Terms
Image Upload & Logo Upload
Image Upload & Custom Logos
Inferred Permissions
Inferred Permissions Overview
Add Inferred Permissions on an Object Type
IP Authorization Control
IP Authorization Overview
Updated
IP Authorization Logins
Updated
IP Token Validation
New
Log In
Log In
Log Out
Password Requirements
Reset Your Password
Multi-tenancy (Multiple Organizations)
Single Sign-On (SSO)
Enable SSO
Log In with SSO
SSO Technical Information
SSO Technical Requirements
Resolver Core SAML Profile
SAML Authentication Sequence
SSO Frequently Asked Questions
Languages
Languages Overview
Add a New Language
Locations
Locations Overview
Add the Location Property to a Form
Show Location Data in a Relationship or Reference
Import Location Data
Add Location Data to an Object
View Relationship & Reference Location Data
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Markdown Formatting Overview
Object Types
Object Types Overview
Create a New Object Type & Add Components
Create a New Object Type
Add Fields
Add Formulas
Add Relationships
Add References to an Object Type
Add Roles
Object Properties
Name & Description Concatenation
Name & Description Concatenation Overview
Add Concatenations to an Object Type
Edit or Delete a Concatenation
Edit or Delete an Object Type
Delete an Object
Object Type Universe
Relationship Graphs
Library Objects & Library Object Types
Object Type Groups
Object Type Groups Overview
Create a New Object Type Group
Edit or Delete an Object Type Group
Org Manager
Org Manager Overview
Export an Organization
Import an Organization
Permissions Model
Key Permission Components
Printing
Printing Overview
Roles
Roles Overview
Workflow Permissions
Advanced Options on Roles
Create a New Role
Edit or Delete a Role
Search
Search for Objects
Attachment Searches
Numeric Searches
Text Searches
Time Zone Conversions
Time Zone Conversions Overview
Reports
Concatenations
Users
Create a New User
Edit or Delete a User
Impersonate Another User
Deleting or Deactivating Users
LDAP
LDAP Technical Information & Requirements
Configure & Run the LDAP Sync Tool
Configure Task Scheduler to Run the LDAP Sync Tool Automatically
User Groups
User Groups Overview
Create a New User Group
Edit or Delete a User Group
Videos
Release Orientation Videos
Version 2.6 Orientation Video
Version 2.4 Feature Overview Video
Version 2.7 Orientation Video
Pull Data Values Workflow Action
Repeatable Forms
Email Templates Orientation Video
View a Data Grid
Create A Data Grid
Menu Toggles
Create an Assessment
Navigation Forms
Scope & Launch Function
Workflows
Workflow Overview
Edit the Workflow Name or Description
Edit the Creation State
Edit or Delete the Draft, Active, or Archived States
Create a New State
Edit or Delete a State
Add a Trigger & Transition to a State
Add a Condition to a Transition
Actions on Transitions
Actions on Transitions Overview
Add a Messaging Action to a Transition
Add a Role Management Action on a Transition
Add an Orchestration Event Action on a Transition
Add a Clear Fields, Roles or Relationships Action to a Transition
Add a Set Field Value Action to a Transition
Add a Create Object Action to a Transition
Add a Pull Data Values Action to a Transition
Edit or Delete a Trigger, Transition, or Action
Notices & Intellectual Property Information
Risk Management User Guide
Releases
Version 3.0+
Version 3.3 Release Notes (Risk)
Version 3.1 Release Notes (Risk)
Version 3.0 Release Notes (Risk)
Introduction
Risk Management Overview
System Requirements
Data Region
Who Should Use The Risk Management Guide
Important Notes About This Guide
Notes, Tips & Warnings
Risk Management User Interface
My Tasks
Log into Risk Management
Log In
Log Out
Multi-Tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search Risk Management
Search Overview
Numeric Searches
Text Searches
Search Risk Management
Search Risk Management by Object Type
User Groups in Risk Management
User Groups in Risk Management
The Portal in Risk Management
The Portal in Risk Management
Risk Team
Risk Team Overview
Launch an Assessment
Define Scope of Risk Assessment
Assign Risk & Control Owners
Review Risks
Create & Monitor KRIs
Launch a Continuous Assessment
Library Objects
Create New Library Objects
Triage Risk Objects
Loss Events
Create a Loss Event
Triage Loss Events
Review a Loss Event
Review a Policy
Risk Limited Users
Risk Limited Users Overview
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Risk Owner & Delegate
Risk Owner & Delegate Overview
View the Portal
Assess Risks
Submit a New Risk
Control Owner & Delegate
Control Owner & Delegate Overview
View the Portal
Assess a Control
Issue Owner & Delegate
Issue Owner & Delegate Overview
View the Portal
Review an Issue
Corrective Action Owner & Delegate
Corrective Action Owner & Delegate Overview
View the Portal
Review a Corrective Action
Indicator Owner
Indicator Owner Overview
View the Portal
Update a KRI
Loss Event Owners
Loss Event Owners Overview
View the Portal
Submit a Loss Event
Review a Loss Event
Policy Owners
Policy Owners Overview
View the Portal
Update Policies
Risk Team (Standard ERM)
Risk Team (Standard ERM)
Administrator (Risk Management)
Administrator (Risk Management)
Access the Archive
Reports
Reports Overview
View a Report
Form Comments in Risk Management
Form Comments Overview
Risk Management Glossary
Glossary of Terms
Notices & Intellectual Property Information
Command Center
Releases
Version 3.0+
Version 3.4 + Release Notes (Command Center)
Version 3.0.6 (Hotfix) (Command Center)
Version 3.3 + Release Notes (Command Center)
Version 3.1 + Release Notes (Command Center)
Version 3.0 Release Notes (Command Center)
About Command Center
System Requirements
How Command Center Works
User Groups
Command Center Data
Objects & Object Types
Form Fields & Elements
Relationships & Data Definitions
Comments
Restricted Attachment File Types
Email Notifications
Custom Logos
Data Region
Command Center Login
Command Center Login
Logout
Password Requirements
Reset Your Password
Command Center User Interface
User Interface
My Tasks
Quick Add
Command Center Administrator's Guide
Important Info About This Guide
Command Center Library Objects
Library Objects & Object Types
Create or Edit a Library Object
Command Center & Dispatch Users
Create a New Command Center User
Create a New Dispatch User
Add a User to a User Group
Edit a User's Account
Disable or Delete a User
Add Call Signs
Command Center User's Guide
Important Info About This Guide
Activity Owner
Activity Owner Overview
Create a New Activity
Open Activities
Review & Edit an Open Activity
Basic Activity Details
Incidents
General
Location
Persons, Organizations, Items & Vehicles
Responses & Requests
Attachments
Tasks
Escalate an Activity
Close an Activity
View Completed Activities
View or Create a Service Request
Reports
Command Center Reports
Loading & Caching Report Data
Export a Report
Dispatch Users
Dispatch Users' Guides
Dispatch Introduction
About Dispatch
User Types
Dispatch Login & Logout
Dispatch Login
Dispatch Logout
User Interface
Dispatch Home Screen
The Ribbon
Command Line
Dispatches Panel
Messages Panel
Officers Panel
Map Panel
Additional Panels
Alarms
Create Dispatch
Details
Schedule Dispatch
SOP
Closed Dispatch
Create Task (Officer Tasks)
Organizations
Location
Settings
Layout
Switching Operational Zones
Arranging the Panels
Dispatch Administrator's Guide
Dispatch Administration Overview
System Settings
System Settings Overview
Reset the Dispatch Numbers
Create a Visual Alert
Configure Closed Dispatches
Enable Auto-Task Options
Configure Officer History
Location Search Options
Priority
Priority Overview
Create a New Priority
Edit or Delete a Priority
Busy States
Create a Busy State
Edit or Delete a Busy State
SOPs (Standard Operating Procedures)
SOPs Overview
Create an SOP
Edit or Delete an SOP
Zones & Teams
Zones & Teams Overview
Create Operational Zones, Work Zones & Teams
Edit or Delete Zones or Teams
Users
Users Overview
Configure a New Dispatch User
View an Officer's History
Edit or Delete an Existing User
RTA (Regulated Time to Act)
RTA Overview
Create a New RTA
Create a Duplicate RTA
Edit or Delete an RTA
Officer Alerts
Officer Alerts Overview
Create a New Officer Alert
Create a Duplicate Officer Alert
Edit or Delete an Officer Alert
Alarm Alerts
Alarm Alerts Overview
Create a New Alarm Alert
Create a Duplicate Alarm Alert
Edit or Delete an Alarm Alert
Locations
Locations Overview
Edit or Delete a Dispatch Location
Create a New Indoor Location Point
Location Search Results
Templates
Create a New Template
Edit or Delete a Template
Connect Dispatches & Alarms
About Connect
Create Alarm
Dispatch User's Guide
Right-Click Functions & Auto-Focus
Auto-Focus
Right-Click Functions
Locations
Locations Overview
Select an Indoor Location Point
Location Search Results for Dispatchers
Quick Add Temporary Locations
Officers
Officers Overview
Bring an Officer On Duty
Take an Officer Off Duty
Change an Officer's Status
Set an Officer's Location
Reset an Officer Alert
Organizations
Organizations Overview
Add Available Organizations
Remove an Available Organization
Dispatches
Dispatches Overview
Create a Dispatch
Edit a Dispatch
Close a Dispatch
Command Line
Command Line Overview
Use the Command Line
Available Commands
Scheduled Dispatches
Scheduled Dispatches Overview
Create a Scheduled Dispatch
Edit or Delete a Scheduled Dispatch
View the Scheduled Dispatch Calendars
Connect Dispatches & Alarms
Connect Dispatches & Alarms Overview
Rules & Actions
Alarms
Alarms Overview
Manage Alarms
SOPs (Standard Operating Procedures)
SOPs Overview
View the SOP
Send an SOP Email
Tasks
Tasks Overview
Default Call Signs
Auto Start & Arrive
Create a Task
Assign an Officer to a Task
Reassign an Officer to a Task
Dispatch an Officer to Complete a Task
Suspend a Task
Clear a Task
View a Summary of Tasks in the Details Panel
Dispatch an Organization
Dispatch an Organization Overview
Dispatch an Organization
View & Manage Tasks in the Organizations Panel
Service Requests
Service Requests Overview
Create a Service Request
View, Edit, or Delete a Service Request
Person Logs
Person Logs Overview
Create a Person Log
Edit or Delete a Person Log
Organization Logs
Organization Logs Overview
Create an Organization Log
Edit or Delete an Organization Log
Vehicle Logs
Vehicle Logs Overview
Create a Vehicle Log
Edit or Delete a Vehicle Log
Item Logs
Item Logs Overview
Create an Item Log
Edit or Delete an Item Log
Attachments
Attachments Overview
Attach a File or Image
Download an Attachment
Edit or Delete Attachments
Messages
Messages Overview
Send Messages
Invite Others to Join a Conversation
Create a Personal Conversation
Leave a Conversation
Conversation Invitations
Account Settings
Account Settings Overview
Change the Theme
Select a Default Location & Zoom Level
Configure Sounds & Notifications
Information & Support
Officer Mobile User's Guide
Officer Mobile Introduction
Introduction
Install Officer Mobile
Log In
Report for Duty
Push Notifications
User Interface
Create a Dispatch
Actions
Actions Overview
Manage an Organization or Person Log
Manage Dispatch-Related Messages in Actions
Attach an Image to a Task
Messages
Messages Overview
View & Send Messages
Invite Others to a Conversation
Create a New Conversation
Leave a Conversation
Accept or Reject an Invitation
Profile
Profile Overview
Change Your State
Take Yourself Off Duty
Log Off
Glossary
Glossary of Terms
Auto Start & Arrive
Connect User's Guides
Connect User's Guide
Browser Requirements
Introduction
Introduction
Connect Prerequisites
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Log In
Log Out
Connectors
Connectors Overview
Connector Status
Edit or Delete a Connector
Devices
Devices Overview
Generate Devices & Event Types
Update Devices & Event Types
Manually Register a Device
Import Devices
Edit or Delete a Device
Device Mapping
Device Mapping Overview
Map a Device
Edit or Delete a Mapped Device
Event Types
Event Types Overview
Add Tags to an Event Type
Rules
Rules Overview
Create a New Rule
Edit or Delete a Rule
Connector Installation Guides
Lenel OnGuard Installation Guide
Lenel Connector System Requirements
Introduction
Introduction
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Install the Lenel Connector
Install the Lenel Connector
Edit or Delete a Connector
Monitor Connect Events in Lenel OnGuard
Software House C-Cure Connector Installation Guide
C-Cure Connector System Requirements
Introduction
Introduction
Important Notes About This Guide
Before You Begin
Who Should Use This Guide
Install the C-Cure Connector & Plugin
Install the C-Cure Connector & Plugin
Edit or Delete a Connector
Monitor Connect Events in C-Cure
Miscellaneous
Notes, Tips & Warnings
Notices & Intellectual Property Information
Port Requirements for Command Center
Incident Management
Releases
Version 3.0+
Version 3.4 Release Notes (Incident Management)
Version 3.3 Release Notes (Incident Management)
Version 3.1 Release Notes (Incident Management)
Version 3.0 Release Notes (Incident Management)
Introduction
Introduction Overview
System Requirements
Data Region
Who Should Use This Guide
Important Notes About This Guide
Notes, Tips & Warnings
User Interface
My Tasks
Training Tools
Videos, Job Aides & Exercises
Login
Logging In
Logging Out
Multi-tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search
Search Overview
Numeric Searches
Text Searches
Search Incident Management
Search Incident Management by Object Type
User Groups
User Groups
Emails
Emails Overview
Portal Access Email Notifications
Incident Screener Email Notifications
Incident Owner Email Notifications
Incident Investigator Email Notifications
Incident Supervisor Email Notifications
Portal Access
Portal Access Overview
Submit an Incident
Review a Draft Incident
Submit an Incident Anonymously
Incident Screener
Incident Screener Overview
Triage an Incident
Tag Entities With Intelligent Triage
Submit an Incident from the Triage Activity
Intelligent Triage Entities
Incident Owner
Incident Owner Overview
Assigned Incidents
View & Edit Assigned Incidents
Open an Investigation
Reopen a Closed Incident
Incident Tasks
Create an Incident Task
View & Manage Incident Tasks
Review Persons of Concern
Incident Investigator
Incident Investigator Overview
Investigate an Incident
Incident Supervisor
Incident Supervisor Overview
Review an Incident
Reopen a Closed Incident
Case Management
Case Management Overview
Create a Case
Transition a Case
Videos
Limited User
Incident Screener
Incident Owner
Incident Investigator
Incident Supervisor
Incident Management Administrator
Incident Management Reports
Changing Field Names
Administrator (Incident Management)
Administrator (Incident Manager)
Administrator (Incident Management) Overview
Review Incidents as an Administrator
Library Application
Create New Library Objects
Create an Incident Type
Edit an Incident Type
Investigation-Applicable Incident Types
Create an Announcement
Force Broadcast
Core Administrator
Core Administrator Overview
Create a New User
Add a User to a User Group
Important Notes About Deleting or Deactivating User Accounts
Reports
Reports Overview
View a Report
Incident Form Comments
Incident Form Comments Overview
Glossary
Glossary of Terms
Compliance Management
Releases
Version 3.0+
Version 3.4 Release Notes (Compliance Management)
Version 3.3 Release Notes (Compliance Management)
Version 3.1 Release Notes (Compliance Management)
Version 3.0 Release Notes (Compliance Management)
Introduction
Introduction Overview
System Requirements
Data Region
Who Should Use This Guide
Important Notes About This Guide
Notes, Tips & Warnings
Compliance Management User Interface
My Tasks
Regulatory Compliance Framework
Regulatory Compliance Framework Overview
RCM Framework Subscriptions
The Library in Compliance Management
Library Overview
View Your Compliance Frameworks
Log into Compliance Management
Logging In
Logging Out
Multi-Tenancy (Multiple Organizations)
Log In with SSO
Password Requirements
Reset Your Password
Search Compliance Management
Search Overview
Text Searches
Search Compliance Management
Search Compliance Management by Object Type
User Groups in Compliance Management
User Groups in Compliance Management
The Portal in Compliance Management
The Portal in Compliance Management
Compliance Team
Compliance Team Overview
Launch an Assessment
Scope an Assessment
Applicability Assessment
Assess Risk
View Updated Requirements
Launch a Continuous Assessment
Review a Policy
Create an Alert
Review an Alert
Reports Overview
View a Report
Requirement Owner & Delegate
Requirement Owner & Delegate Overview
View the Portal
Review Requirements
Control Owner & Delegate
Control Owner & Delegate Overview
View the Portal
Assess a Control
Issue Owner & Delegate
Issue Owner & Delegate Overview
View the Portal
Review an Issue
Corrective Action Owner & Delegate
Corrective Action Owner & Delegate Overview
View the Portal
Review a Corrective Action
Alert Owner
Alert Owner Overview
View the Portal
Review Alerts
Policy Owners
Policy Owners Overview
View the Portal
Update Policies
Administrator in Compliance Management
Administrator Overview
Create a New User
Add a User to a User Group
Important Notes About Deleting or Deactivating User Accounts
Form Comments in Compliance Management
Form Comments Overview
Compliance Management Glossary
Commonly Confused Terms
Glossary of Terms
Notices & Intellectual Property Information
Internal Audit Management
Releases
Version 3.0+
Version 3.3 Release Notes (Internal Audit)
Version 3.1 Release Notes (Internal Audit)
Version 3.0 Release Notes (Internal Audit)
Internal Audit Management Introduction
Internal Audit Management Overview
Internal Audit Client
Review Document Requests
Security Risk Management
Releases
Version 3.0+
Version 3.3 (Security Risk Management)
Version 3.1 (Security Risk Management)
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Vendor Risk Management
Vendor Risk Management Overview
Releases
Version 3.0+
Version 3.3 Release Notes (Vendor Risk)
Version 3.1 Release Notes (Vendor Risk)
Version 3.0 Release Notes (Vendor Risk)
Internal Controls Management
Internal Controls Management Overview
Releases
Version 3.0+
Version 3.4 Release Notes (Internal Controls)
IT Compliance Management
IT Compliance Management Overview
Releases
Version 3.0+
Version 3.1 Release Notes (IT Compliance)
Version 3.0 Release Notes (IT Compliance)
IT Risk Management
IT Risk Management Overview
Releases
Version 3.0+
Version 3.1 Release Notes (IT Risk)
Version 3.0 Release Notes (IT Risk)
Configuration Guides
Business Continuity Plan Configuration Guide
Introduction
Create Object Types, Groups & Relationships
Create Object Types & Groups
Create Fields
Create Relationships & References
Create Formulas
Configure the Workflow
Create & Modify Forms
Create Roles & Add Roles on Forms
Create & Modify Roles
Add Roles to Object Types & Forms
Create Email Notifications
Create Reports
Create Data Definitions
Create Reports
Create Repeatable Forms
Add Report Actions to Forms
Create an Application & Activities
Conclusion
Building a Plan Tracker Workshop (Recording)
Home
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Configuration Guides
Business Continuity Plan Configuration Guide
(17)
Introduction
()
Create Object Types, Groups & Relationships
(4)
Configure the Workflow
()
Create & Modify Forms
()
Create Roles & Add Roles on Forms
(2)
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