New Articles

  1. Add Roles to Object Types & Forms

    In this section, the permissions are configured to allow the Plan Owner to be explicitly assigned to Risk Response Plan objects. Additionally, the inferred permissions on the Risk object type are modified to allow the Plan Owner access to select rel...
  2. Create & Modify Roles

    The enabled triggers and permissions in the following steps are recommended; however, you can adjust these triggers and permissions as needed. To avoid creating duplicate data, it's recommended that admins perform a search to confirm the following ...
  3. Create & Modify Forms

    For more detailed information, see the Standard Forms section in the Resolver Core Administrator's Guide . The following are basic instructions for creating a new form. For more information on creating user-friendly forms, see the Form Design B...
  4. Configure the Workflow

    For more detailed information on workflows, see the Workflows section in the Resolver Core Administrator's Guide . Create & Configure States To create and configure the workflow states: Click the icon in the top bar > Object Types  in t...
  5. Create Formulas

    The formulas discussed below are basic and show both the number of risks and the maximum residual impact value from all risks related to the plan. For more detailed information, see the Formulas section and the Variables, Operators & Functions a...
  6. Create Relationships & References

    This article provides instructions for creating relationships and references on Risk Response Plans between the Risk  and Requirement  object types. However, plans can be linked to other object types, including, but not limited to Processes , ...
  7. Create Fields

    Note that the field types referenced in the instructions below are recommendations and can be supplemented or replaced by other fields as needed. If one or more of these fields already exist in your organization, refer to the Add Existing Field to ...
  8. Create a Ticket Portal Account

    An overview of the Support ticket portal, including how to create an account and view your tickets.
  9. User Interface

    An overview of the dashboard, tasks, and dispatch details sections of Officer Mobile.
  10. Create Object Types & Groups

    To avoid creating duplicate data, it's recommended that admins perform a search to confirm the following object types and object type groups don't already exist in their organization. For more detailed information on object types and object type gro...