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Issue Management Summary

Created On: 02/14/2025 in Resolver Administrator Guide Introduction Application Summary Overview

Issue Management Overview Resolver’s Issue Management module streamlines the identification, tracking, and resolution of issues across your organization. It serves as a centralized platform to manage all risk-related control gaps, audit fin...
Configuring the Task Group Form for Playbooks Automation

Created On: 02/13/2025 in Resolver Administrator Guide Admin Overview Data Model Playbooks Automation

Overview Additional configuration of the Task Group form is required to ensure it is ready to be used with playbooks. Note: Configuring the Task Group form is currently a manual step. However, this will be includ...
Configuring the Applied Object Type Form for Playbooks Automation

Created On: 02/12/2025 in Resolver Administrator Guide Admin Overview Data Model Playbooks Automation

Overview When a user creates a Playbook Automation rule, they must select an object type that the Playbook Automation rule will be applied to. Additional configuration of the applied object type form is required to ensure it is ready ...
Configuring the Driver Object Type Form for Playbooks Automation

Created On: 02/12/2025 in Resolver Administrator Guide Admin Overview Data Model Playbooks Automation

Overview When a user creates a Playbook Automation rule, they must select an object type that will drive the logic of the automation. Additional configuration of the driver object type form is required to ensure it is ready to be used...
Setting Up Playbook Library Content

Created On: 02/12/2025 in Resolver Administrator Guide Admin Overview Data Model Playbooks Automation

Overview To begin using Playbooks Automation in Resolver, playbook library content must be set up by creating playbooks and templated tasks. Users can add templated tasks to task groups to streamline the playbooks automation and workflow by...
Deleting a Report

Created On: 01/31/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Reports

Overview Administrators can delete a report. You cannot edit or remove the data definitions saved to a report without deleting the report, then recreating it. Deleting a report will also delete any filters, parameters, and elements added to i...
Editing a Data Analytics Export Report

Created On: 01/30/2025 in Resolver Administrator Guide Admin Overview Views Data Visualizations Data Analytics Exports

Overview An Administrator or Data Management advanced permissions user can edit an existing Data Analytics Export report. User Account Requirements The user account used to log into Resolver must have Administrator permis...
Troubleshoot Bulk Assessment Issues

Created On: 01/30/2025 in Resolver Administrator Guide Admin Overview Data Model Assessments Bulk Assessments

Overview Users may encounter some errors when attempting to launch bulk assessments. Below is a table listing the most common bulk assessments errors with solutions. Related Information/Setup For more information on launching bulk assessme...
Unpublishing a Dashboard Data Set

Created On: 01/30/2025 in Resolver Administrator Guide Admin Overview Views Dashboard Data Sets

Overview Administrators can unpublish a Dashboard Data Set if it is no longer in use. By default, the maximum number of Dashboard Data Sets you can have Published is 10, so users may need to unpublish a Dashboard Data Set to publish a new Dash...
Advanced Permission Types

Created On: 01/21/2025 in Resolver Administrator Guide Administrator Settings User Management Advanced Permissions Users

Overview Administrators can grant Standard users limited access to use some Administrator features by assigning them advanced permissions. The three types of advanced permissions are: Data Management Settings M...