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  • Glossary
  • Administrator Guide
    • Introduction
      • Introduction Overview
      • Who Should Use This Guide
      • Important Notes About This Guide
      • How to Navigate the Knowledge Base
      • Glossary of Terms - Core Admin
      • Non-Technical Terms
      • Project Roles
      • System Requirements
      • Required Domains and Ports for Resolver Functionality and Network Access
      •  The Resolver Idea Portal
      • Notes, Tips & Warnings
      • Data Region
      • Quick Add
      • Application Summary Overview
        • Risk Management App Summary
        • Internal Audit App Summary
        • Compliance Management App Summary
        • Vendor Risk App Summary
        • Internal Controls App Summary
        • IT Risk App Summary
        • IT Compliance App Summary
        • Incident Management App Summary
        • Security Risk Management App Summary
        • WAVR-21 App Summary
        • Command Center App Summary
        • Issue Management Summary
        • Ethics & Compliance App Summary
      • Search
        • Search for Objects by Keyword
        • Search for Objects by Object Type
        • Attachment Searches
      • Printing
        • Printing Overview
    • Admin Overview
      • User Profile Menu
        • My Tasks
        • Enabling Dark Mode
        • Log In/Log Out
          • Logging Into Resolver
          • Logging Out
          • Password Requirements
          • Reset Your Password
          • Multi-tenancy (Multiple Organizations)
          • Logging in as a Portal URL User
          • Single Sign-On (SSO)
            • Enable SSO
            • Log In with SSO
            • Single Sign-On (SSO) Frequently Asked Questions
            • SSO Technical Information
              • SSO Technical Requirements
              • Resolver Core SAML Profile
              • SAML Authentication Sequence
        • Multi-Factor Authentication
          • Enforcing Multi-Factor Authentication on an Org
          • Multi-Factor Authentication User Setup
          • Resetting Multi-Factor Authentication
          • Opt-Out Multi-Factor Authentication for a Specific User
      • Data Model
        • Object Types
          • Object Types Overview
          • Edit or Delete an Object Type
          • Delete an Object
          • Object Type Universe
          • Relationship Graphs
          • Unarchiving Library Objects
          • Create a New Object Type & Add Components
            • Create a New Object Type
            • Add Fields to an Object Type
            • Adding Formulas to an Object Type
            • Add Relationships to an Object Type
            • Editing and Deleting a Relationship from an Object Type
            • Add References to an Object Type
            • Add Roles
            • Object Properties
          • Data Retention
            • Enabling the Auto-Delete Function Using a Scheduled Trigger
            • Disabling the Auto-Delete Function in Workflows
            • Enabling Data Retention Analytic Settings
            • Deactivating Data Retention Settings
            • Manually Deleting an Object
          • Formulas
            • Formulas Overview
            • Formulas Overview - Variables, Operators, & Functions
            • Time Formula Functions
            • Null Values in Formulas
            • Formula Examples
          • Inferred Permissions
            • Inferred Permissions Overview
            • Add Inferred Permissions on an Object Type
          • Name & Description Concatenation
            • Name & Description Concatenation Overview
            • Add Name or Description Concatenations to an Object Type
            • Edit or Delete a Concatenation
          • Workflows
            • Workflow Overview
            • Edit the Workflow Name or Description
            • Create a New State
            • Edit or Delete a Workflow State
            • State Triggers & Transitions Overview
            • Add a Nightly Trigger and Transition to a State
            • Creating a Date-Based Trigger
            • Adding a Condition to a Transition
            • Edit or Delete a Trigger or Transition
            • Reordering a Workflow State
            • 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
              • Adding a Clear Fields Action to a Transition
              • Add a Clear Roles Action to a Transition
              • Add a Clear 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
              • Creating a Workflow Trigger to Pull Data Values by Reference
              • Add an Update Field Concatenations Action to a Transition
              • Add a Run Playbook Automation Action to a Transition
        • Object Type Groups
          • Object Type Groups Overview
          • Create a New Object Type Group
          • Edit or Delete an Object Type Group
        • Fields
          • Fields Overview
          • Creating a Date & Time Field
          • Creating a New Select List
          • Attachments
          • Image Attachments
          • Editing a Select List Field
          • Text Fields
            • Text Fields
            • Text Field Concatenation
            • Rich Text Formatting
          • Numeric Fields
            • Numeric
            • Creating a Currency Field
        • Assessments
          • Overview
          • Focus, Data Definition & Dimensions
          • Assessment Reference Data
          • Create a New Assessment Type
          • Assessment Instances
          • Edit or Delete an Assessment Type
          • Delete a Launched Assessment Type
          • Delete a Launched Assessment Object
          • Configure an Assessment
            • Trends and Analysis Tab Overview
            • Manage Assessments Tab Overview
            • Overview
            • Enable an Assessment Table
            • Configure Assessment Workflows
            • Assessment Data & Reference Data
            • Push Object Changes
          • Scope & Launch an Assessment
            • Overview
            • Requirements
            • Thresholds & Best Practices
            • User Interface
            • Scope and Launch an Assessment
            • Add Data to a Previously Launched Assessment
          • Rely on Previous Assessment Data
            • Activating the Link to Existing Feature
          • Bulk Assessments
            • Launching Bulk Assessments
            • Troubleshoot Bulk Assessment Issues
        • Data Definitions
          • Data Definitions Overview
          • By Anchor
          • By Leaf
          • Data Series
          • Focus Eligible Definitions
          • Assessment Definitions
          • Create a New Data Definition
          • Edit or Delete a Data Definition
          • Adding New Elements to a Data Definition
        • Playbooks Automation
          • Playbooks Automation Overview
          • Playbooks Automation Quick Start Guide
          • Creating a Playbook Automation Rule
          • Configuring the Driver Object Type Form for Playbooks Automation
          • Configuring the Applied Object Type Form for Playbooks Automation
          • Configuring the Task Group Form for Playbooks Automation
          • Setting Up Playbook Library Content
      • Views
        • Configurable Forms
          • Overview
          • Create a Duplicate Configurable Form
          • Edit Form Template
          • Edit or Delete a Configurable Form
          • Enable Object History
          • Standard Forms
            • Standard Form Layouts
              • Standard Forms Overview
              • Create a New Standard Form
              • Form Layouts Overview
              • Configure Form Layout Options
              • Form Headers Overview
              • Configure a Standard Form Header
              • Enable Workflow Control on a Form
              • Form Cards Overview
              • Add a New Card to a Form
            • Form Sections
              • Form Sections Overview
              • Add a Section to a Form
              • Control Form Section Visibility
              • Edit or Delete a Form Section
            • Form Elements
              • Adding Form Elements to a Standard Form
              • Properties
              • Enable the Confidential Submitter Property
              • Confidential Submissions Visibility Rules
              • Configuring Fields on Forms
              • Configuring Relationships on a Form
              • Configuring References on a Form
              • State Triggers
              • How Roles Function on Forms
              • Configuring Formulas on Forms
              • Configuring Free Form Text on Forms
              • Enabling a Trending Table on a Form
              • Enabling the Display Download Button on Attachment Fields
              • Form Actions
                • Form Actions Overview
                • Open a Data Visualization
                • Export Data
                • Open a Form
                • Open Assessment Scoping
                • Open Assessment Rescoping
            • Form Conflicts
              • Form Conflict Overview
              • Identify a Conflict & Set a Form's Priority
          • Navigation Forms
            • Navigation Form Overview
            • Create a Navigation Form
          • Form Translations
            • Form Translation Overview
            • Supported Language Translations
            • Enable Translations on a Form
            • Translate Text Fields on a Form
          • Enabling the AI-Generated Requirement Summary Feature on Forms
        • Data Visualizations
          • Adding a Report to the Home Screen (Starred Reports)
          • Personalized Data Visualizations
          • Reports
            • Data Visualizations Overview
            • Reports Overview
            • Focuses & Data Series
            • Create a New Report
            • Add Free Form Text
            • Loading & Caching Report Data
            • Add Data Visualization Filters to a Report
            • Add Parameters to a Report
            • Point in Time Reporting
            • PDF Output Options (Report Logo & Header)
            • View a Report
            • Export a Report
            • Disabling/Enabling the Report Export Feature
            • Edit a Report
            • Deleting a Report
            • Configure Export Attachments
            • Creating a Duplicate Data Visualization Report
            • Viewing Historical Report Data
            • Report Elements
              • Add a Table to a Report
              • Editing/Updating a Report Table
              • Configure the Submitter Column in a Relationship or Report Table
              • Add a Pie Chart
              • Add a Bar Chart or Column Chart to a Report
              • Editing/Updating a Report Chart
              • Add Repeatable Forms to a Report
              • Adding Page Breaks to a Report
              • Add AutoText to a Report
              • Heat Maps
                • Heat Maps Overview
                • Add a Heat Map with a Single Data Point
                • Add a Heat Map with Multiple Data Points
          • Data Grids
            • Data Grid Overview
            • Create a New Data Grid
            • Editing/Updating a Data Grid
            • View a Data Grid
          • Data Analytics Exports
            • Data Analytics Export Overview
            • Creating a Data Analytics Export Report
            • Editing a Data Analytics Export Report
            • Export Object Data from a Data Analytics Report
        • Dashboard Data Sets
          • Creating a New Dashboard Data Set
          • Adding Assessment Type Data to a Data Set
          • Adding Fields to the Dashboard Data Set
          • Adding Formulas to the Dashboard Data Set
          • Adding Properties to the Dashboard Data Set
          • Adding Geolocation Data to a Dashboard Data Set
          • Adding a Data Transformation to a Dashboard Data Set
          • Deleting a Data Transformation
          • Adding Role Data to a Dashboard Data Set
          • Unlinking Fields, Formulas, Assessments, or Properties from the Dashboard Data Set
          • Publishing a Dashboard Data Set
          • Unpublishing a Dashboard Data Set
          • Deleting a Dashboard Data Set
        • Dashboard Overview - Videos
        • Dashboard Quick Start Guide
        • Dashboard Builder
          • Overview
            • Chart Screen Elements Overview
            • Chart Types Overview
          • Dashboards
            • Creating a New Dashboard
            • Publishing a Dashboard
            • Deleting a Dashboard
            • Setting Dashboard Page Actions
          • Charts
            • Adding a Chart to a Dashboard
            • Adding a Multi-Series Chart to a Dashboard
            • Adding a Combo Chart to a Dashboard
            • Adding a Table/Group Table to a Dashboard
            • Adding an Expandable Table to a Dashboard
            • Adding a Crosstab to a Dashboard
            • Adding a Heatmap to a Dashboard
            • Adding a Box and Whiskers Chart to a Dashboard
            • Adding a Map Chart to a Dashboard
            • Editing/Formatting a Category or Value
            • Adding Tooltips to a Chart
            • Adding Styles to a Chart
            • Sorting a Chart
            • Applying Layers to a Chart
            • Formatting a Chart using Small Multiples and Conditional Formatting
            • Adding a Chart Filter
            • Adding a Comparison to a Chart
            • Adding a Trend Chart to a Table
            • Adding an Aggregated Formula to a Group Table
            • Adding a Table Calculation
            • Sorting a Group Table Using Multi-Column Sort
            • Creating a Duplicate Chart
            • Deleting a Chart from a Dashboard
            • Downloading a Chart
      • Data Access
        • User Groups
          • User Groups Overview
          • Create a New User Group
          • Add a User to a User Group
          • Edit or Delete a User Group
        • Roles
          • Roles Overview
          • Create a New Role
          • Edit or Delete a Role
          • Advanced Options on Roles
          • Duplicating an Existing Role
          • Workflow Permissions
          • Merge Documentation
            • Merge Rules Overview
            • Enabling Merge Object Permissions on an Object Type
            • Merging Duplicate Objects
      • Application Management
        • Org Manager
          • Org Manager Overview
          • Export an Organization
          • Import an Organization
        • Applications
          • Applications Overview
          • Create an Application & Activity
          • Edit or Delete an Application
          • Edit or Delete an Activity
          • Embedding a Dashboard in an Activity
          • Actions and Roles
            • Add an Action
            • Add Roles
            • Edit or Delete an Action, View or Role
          • Views
            • Add a View
            • Create a Form View
            • Create a Report View
            • Create a Data Export View
            • Create a Data Grid View
            • Searching Activity Views
        • Dashboard Deployment
          • Deploying a Dashboard Configuration to another Organization
      • Tools
        • Swagger Docs
          • Getting Started
            • Overview
            • Swagger Docs
            • HTTP Methods & Responses
            • Locating an Org's ID
            • External, Internal & Unique IDs
          • API Keys
            • Overview
            • Impersonation
            • Create an API Key
            • Delete an API Key
            • IP Token Validation
            • Make Calls
          • Session Tokens
            • Important Notes
            • Creating a Session Token
            • Renew a Token
          • API Endpoints
            • Popular Endpoints
              • fields
              • formulas
              • objectTypes
              • objectTypeRoles
              • lifeCycle
              • relationshipTypes
              • reports
              • user
            • ipAllowList Articles
              • ipAllowList Authorization Overview
              • IP Authorization Logins
        • Data Import
          • Data Import Overview
          • Create a Data Import Template
          • Enter New Object Data
          • Enter Relationship Data
          • Enter Updated Object Data
          • Import File Attachments
          • Uploading the Data Import Template
          • Error - Fixing the Invalid Date Value Error
        • Image Upload
          • Image Upload
        • Data Audit Trail
          • Filtering the Data Management Audit Trail
          • Exporting Data Management Audit Trail Records
          • Data Audit Archive Export
        • User Audit Trail
          • User Audit Trail Overview
          • User Audit Trail Events & Filters
          • Viewing the User Audit Trail
          • Exporting the User Audit Trail
        • Document Management
          • Opting into Document Management & New UI
          • Manually Uploading a New File Version
          • Editing an Attachment Using Microsoft Office Web Applications
          • Previewing a File
          • Discarding File Changes
          • Viewing a Files Version History
          • Deleting a File from a Form
          • Renaming a File Attached to a Form
          • Downloading a File
      • Communications
        • Email Settings
          • Email Settings Overview
          • Creating a New Email Address
          • Enable Two-Way Email
          • Reply to an Email Object Submitter
          • Configuring the Dynamic Two-way Email Pop-up
        • Email Templates
          • Email Templates Overview
          • Adding Variables to an Email Template
          • Create a New Custom Email Template
          • Edit the Default (Standard or Assigned) Email Templates
          • Edit or Delete a Custom Email Template
          • Using an Organization Logo for Branding Email Templates
        • Portal URL Settings
          • Portal URL Overview
          • Creating a Portal URL
          • Generating a New Portal URL
          • Edit or Delete a Portal URL
        • Custom Login Statement Settings
          • Creating a Login Statement
          • Editing a Login Statement
    • Administrator Settings
      • User Management
        • Create a New User
        • Edit a User
        • Deleting a User
        • Disabling a User Account
        • Assigning a User to a User Group Through the User Profile
        • Creating a User List
        • Impersonate Another User
        • Managing Portal URL Membership
        • Reassigning Data
        • Advanced Permissions Users
          • Assigning Advanced Permissions to a User
          • Advanced Permission Types
          • Create a New User as an Advanced Permissions User
          • Edit a User as an Advanced Permissions User
        • LDAP
          • LDAP Technical Information & Requirements
          • Configure & Run the LDAP Sync Tool
          • Configure Task Scheduler to Run the LDAP Sync Tool Automatically
        • Data Warehouse
          • Data Warehouse Overview
          • Access Your Data Warehouse Settings
          • Data Warehouse Table Types
          • Examples: Linking Object Type Tables
          • Connect BI Tools to Your Data Warehouse
          • Resolver Data Warehouse FAQs
      • Branding
        • Branding Overview
        • Adding an Organization Name
        • Adding an Organization Logo
      • Languages
        • Languages Overview
        • Add a New Language Translation
        • Adding a New Language to the Confidential Portal
    • Videos
      • Pull Data Values Workflow Action
      •  Repeatable Forms
      • Email Templates Orientation Video
      •  View a Data Grid
      •  Menu Toggles
      •  Create an Assessment
      •  Navigation Forms
      •  Scope & Launch Function
    • Miscellaneous Topics
      • About Applications
        • About Applications Overview
        • Recommended Process for Creating Applications
      • Analyze Text (Intelligent Triage)
        • Analyze Text (Intelligent Triage) Overview
        • Intelligent Triage Entities
        • Use Intelligent Triage to Tag Entities
        • Enable Text Analysis (Intelligent Triage)
      • Archived Data
        • Archive Data
        • Include or Exclude Archived Data
      • Core Integrations
        • Webhooks Integrations
          • Webhooks Overview
          • Register for Webhooks Integrations
          • Eligible Webhooks Events
          • Sample Webhook Payloads
        • Workato Integrations
        • 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
        • Markdown Formatting
          • Markdown Formatting Overview
          • Supported Markdown Styles
        • Permissions Model
          • Key Permission Components
        • Resolver User Interface
          • User Interface
          • Admin User Interface
        • Time Zone Conversions
          • Time Zone Conversions Overview
          • Reports
          • Concatenations
        • System-managed Configuration
          • System-managed Configuration
    • Risk Management Guide
      • Releases
        • Risk Management
          • Version 22.1 +
            • Version 22.1 Release Notes (Risk Management)
            • Version 22.2 Release Notes (Risk Management)
          • Version 3.0+
            • Version 3.6 Release Notes (Risk)
            • Version 3.5 Release Notes (Risk)
            • Version 3.3 Release Notes (Risk)
            • Version 3.1 Release Notes (Risk)
            • Version 3.0 Release Notes (Risk)
        • App Base
          • Version 24ab+
            • Version 24.3ab (Risk Management)
            • Version 24.2ab (Risk Management)
            • Version 24.1ab (Risk Management)
            • Version 24.3.1ab (Risk Management)
          • Version 23ab +
            • Version 23.3.1ab (Risk Management)
            • Version 23.3ab Release Notes (Risk Management)
            • Version 23.2ab Release Notes (Risk Management)
            • Version 23.1ab Release Notes (Risk Management)
      • Introduction
        • Risk Management Overview
        • 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
        • Logging Out of Risk Management
        • Multi-Tenancy (Multiple Organizations)
        • Log In with SSO
        • Password Requirements
        • Reset Your Password
      • Search Risk Management
        • Numeric Searches
        • Text Searches
        • Search Risk Management
        • Search Risk Management by Object Type
      • User Groups in Risk Management
        • User Groups in Risk Management
      • Risk Management Portal
        • Risk Management Portal
      • Risk Team
        • Risk Team Overview
        • Scope & Launch an Assessment
        • Launch a Continuous Assessment
        • Assigning Risk Owners
        • Assigning Control Owners
        • Sending Risk and Control Assessments to all Assigned Owners
        • Starting a Risk Assessment
        • Review Risks
        • Create KRIs
        • Monitor KRIs
        • Review a Policy
        • Library Objects
          • Create New Library Objects
          • Triage Risk Objects
        • Loss Events
          • Create a Loss Event
          • Triage Loss Events
          • Review and Close a Loss Event
      • Risk Limited Users
        • Risk Limited Users Overview
        • View the Portal
      • 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
        • Perform a Control Self-Assessment
      • 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
      • Assessment Section in Risk Management
        • Assessment Section Overview
        • Add a Library Object to an Assessment
      • Form Comments in Risk Management
        • Form Comments Overview
        • Form Comments Overview - Communication Tab
      • Risk Management Glossary
        • Glossary of Terms - Risk Management
      • Notices & Intellectual Property Information
    • Command Center User Guides
      • Releases
        • Command Center
          • Version 3.0+
            • Version 3.4 + Release Notes (Command Center)
            • Version 3.3 + Release Notes (Command Center)
            • Version 3.1 + Release Notes (Command Center)
            • Version 3.0.6 (Hotfix) (Command Center)
            • Version 3.0 Release Notes (Command Center)
        • Dispatch
          • Version 25.1+
            • Version 25.1 Release (Dispatch)
          • Version 24.1+
            • Version 24.3 Release (Dispatch)
            • Version 24.2 Release (Dispatch)
            • Version 24.1 Release (Dispatch)
          • Version 23.2+
            • Version 23.2 Release Notes (Dispatch)
          • Version 22.1+
            • Dispatch 22.1 Release Notes
        • App Base
          • Version 23.1ab +
            • Version 23.3.1ab Release Notes (Command Center)
            • Version 23.3ab Release Notes (Command Center)
            • Version 23.2ab Release Notes (Command Center)
            • Version 23.1ab 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
          • Form Comments Overview - Communication Tab
          • Email Notifications
          • Custom Logos
          • Data Region
      • Command Center Login
        • Command Center Login
        • Logging Out of Command Center
        • Password Requirements
        • Reset Your Password
      • Command Center User Interface
        • User Interface
        • My Tasks
        • Quick Add
      • Command Center Administrator 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
          • Edit a User's Account
          • Disable or Delete a User
        • Add Call Signs
      • Command Center User 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 User Guides
        • Dispatch Introduction
          • About Dispatch
          • User Types
          • Dispatch Login & Logout
            • Logging into Dispatch
            • 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
            • Edit Dispatch Fields Language
          • 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/Download 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
            • Editing a Dispatch Location
            • Deleting a Dispatch Location Through Dispatch
            • Create a New Indoor Location Point
            • Location Search Results
            • Editing an Indoor Location Point
            • Deleting an Indoor Location Point
          • 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
            • Adding a New Person Through a Dispatch
            • Adding a Location Through a Dispatch
            • Selecting an Indoor Location Through 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
            • Set up and Submit Panic Alerts
          • 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 Guide
        • Officer Mobile Introduction
          • Introduction
          • Install Officer Mobile
          • Log Into the Officer Mobile App
          • 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 - Officer Mobile
        • Auto Start & Arrive
      • Connect User Guides
        • Connect User Guide
          • Quick Start Guide - Creating Rules within Connect
          • Browser Requirements
          • Introduction
            • Introduction to the Connect User Guide
            • 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
            • Installing the Onguard™ Connector
              • Installing the OnGuard™ 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
              • Installing 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 User Guide
      • Releases
        • Incident Management
          • Version 22.1 +
            • Version 22.1 Release Notes (Incident Management)
          • Version 3.0+
            • Version 3.6 Release Notes (Incident Management)
            • Version 3.5 Release Notes (Incident Management)
            • 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)
        • App Base
          • Version 23.1ab +
            • Version 23.3.1ab Release Notes (Incident Management)
            • Version 23.3ab Release Notes (Incident Management)
            • Version 23.2ab Release Notes (Incident Management)
            • Version 23.1ab Release Notes (Incident Management)
      • Introduction
        • Introduction Overview
        • Data Region
        • Who Should Use This Guide
        • Important Notes About This Guide
        • Notes, Tips & Warnings
        • User Interface
        • My Tasks
      • Login
        • Logging In
        • Logging Out of Incident Management
        • 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 Confidentially
      • The Confidential Portal in Incident Management
        • Confidential Portal Overview
      • 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
        • Review Persons of Concern
        • Review Civil Notice Letter
        • Review Notice of Trespass Letter
        • Assigned Incidents
          • View & Edit Assigned Incidents
          • Open an Investigation
          • Reopen a Closed Incident
          • Incident Tasks
            • Create an Incident Task
            • View & Manage Incident Tasks
      • 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
        • Create a New User
        • 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 in Incident Management
        • View a Report
      • Incident Form Comments
        • Form Comments Overview - Communication Tab
      • Glossary
        • Glossary of Terms
    • Compliance Management User Guide
      • Releases
        • Compliance Management
          • Version 22.1 +
            • Version 22.1 Release Notes (Compliance Management)
            • Version 22.2 Release Notes (Compliance Management)
          • Version 3.0+
            • Version 3.6 Release Notes (Compliance Management)
            • Version 3.5 Release Notes (Compliance Management)
            • 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)
        • App Base
          • Version 24ab+
            • Version 24.3.1ab (Compliance Management)
            • Version 24.3ab (Compliance Management)
            • Version 24.2ab (Compliance Management)
            • Version 24.1ab (Compliance Management)
          • Version 23ab +
            • Version 23.3.1ab Release Notes (Compliance Management)
            • Version 23.3ab Release Notes (Compliance Management)
            • Version 23.2ab Release Notes (Compliance Management)
            • Version 23.1ab Release Notes (Compliance Management)
      • Introduction
        • Introduction Overview
        • 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
        • The Library in Compliance Management
          • Library Overview
          • View Your Compliance Frameworks
          • Review Regulatory Updates
      • Log into Compliance Management
        • Logging In
        • Logging Out of Compliance Management
        • 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
        • Perform an Applicability Assessment
        • Review a Requirement
        • View Updated Requirements
        • Review and Perform Control Testing
        • 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
        • Assess Risk on a Requirement
      • 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
        • Create a New User
      • Assessment Section in Compliance Management
        • Assessment Section Overview
        • Add Assessments
      • Form Comments in Compliance Management
        • Form Comments Overview
        • Form Comments Overview - Communication Tab
      • Compliance Management Glossary
        • Commonly Confused Terms
        • Glossary of Terms - Compliance Management
      • Notices & Intellectual Property Information
    • Security Risk Management User Guide
      • Releases
        • Security Risk Management
          • Version 22.1 +
            • Version 22.1 Release Notes (Security Risk Management)
            • Version 22.2 Release Notes (Security Risk Management)
          • Version 3.0+
            • Version 3.5 (Security Risk Management)
            • Version 3.3 (Security Risk Management)
            • Version 3.1 (Security Risk Management)
        • App Base
          • Version 23.1ab+
            • Version 23.3.1ab Release Notes (Security Risk Management)
            • Version 23.3ab Release Notes (Security Risk Management)
            • Version 23.2ab Release Notes (Security Risk Management)
            • Version 23.1ab Release Notes (Security Risk Management)
          • Version 24.1ab+
            • Version 24.1ab (Security Risk Management)
      • Security Risk Management Introduction
        • Security Risk Management Introduction Overview
        • Data Region
        • Who Should Use the Security Risk Management Guide
        • Important Notes About the Security Risk Management Guide
        • Notes, Tips & Warnings
        • Security Risk Management User Interface
        • My Tasks
      • Log In
        • Logging Into Security Risk Management
        • Logging Out of Security Risk Management
        • Multi-tenancy (Multiple Organizations) in Security Risk Management
        • Log In With SSO
        • Password Requirements in Security Risk Management
        • Reset Your Password
      • Search
        • Search Overview
        • Numeric Searches
        • Text Searches in Security Risk Management
        • Search Security Risk Management
        • Search Security Risk Management by Object Type
      • The Portal in Security Risk Management
        • The Portal in Security Risk Management
      • Security Risk Team
        • Security Risk Team Overview
        • Location Profiles
          • Create a Location Profile
          • Profile a Location
        • Risks
          • Create a Risk
      • Security Assessment Team
        • Security Assessment Team Overview
        • Update an Active Location Profile
        • Create New Issues & Corrective Actions
        • Frameworks
          • Update Sections
          • Update a Sub Section
          • Update Requirements
        • Assessments
          • Create an Assessment in Security Risk Management
          • Scope an Assessment in Security Risk Management
          • Assign Auditor and Launch Assessment in Security Risk Management
          • Complete an Assessment in Security Risk Management
          • Launch a Continuous Assessment
      • Security Audit Fieldwork
        • Security Audit Fieldwork Overview
        • View the Portal as Security Audit Fieldwork
      • Issue Owner & Delegate
        • View the Portal as an Issue Owner
        • Review an Issue
      • Corrective Action Owner & Delegate
        • View the Portal as a Corrective Action Owner
      • Administrator - Security Risk Management
        • Administrator Overview
        • Library Application in Security Risk Management
        • Edit an Incident Type in Security Risk Management
        • Create an Announcement
        • Force Broadcast
      • Reports in Security Risk Management
        • Reporting Overview
        • View a Report in Security Risk Management
      • Form Comments in Security Risk Management
        • Form Comments Overview
        • Form Comments Overview - Communication Tab
    • Internal Audit Management User Guide
      • Releases
        • Internal Audit Management
          • Version 22.1 +
            • Version 22.1 Release Notes (Internal Audit)
            • Version 22.2 Release Notes (Internal Audit)
          • Version 3.0+
            • Version 3.6 Release Notes (Internal Audit)
            • Version 3.5 Release Notes (Internal Audit)
            • Version 3.3 Release Notes (Internal Audit)
            • Version 3.1 Release Notes (Internal Audit)
            • Version 3.0 Release Notes (Internal Audit)
        • App Base
          • Version 24ab+
            • Version 24.3.1ab (Internal Audit Management)
            • Version 24.3ab (Internal Audits Management)
            • Version 24.2ab (Internal Audit Management)
            • Version 24.1ab (Internal Audit Management)
          • Version 23ab +
            • Version 23.3.1ab Release Notes (Internal Audit Management)
            • Version 23.3ab Release Notes (Internal Audit Management)
            • Version 23.2ab Release Notes (Internal Audit Management)
            • Version 23.1ab Release Notes (Internal Audit Management)
      • Internal Audit Management Introduction
        • Internal Audit Management Overview
        • Data Region
        • Important Notes About the Internal Audit Management Guide
        • Internal Audit Management User Interface
        • My Tasks in Internal Audit Management
      • Log into Internal Audit Management
        • Logging into the Internal Auduit Managment Application
        • Logging Out of Internal Audit Management
        • Multi-Tenancy (Multiple Organizations) in Internal Audit Management
        • Log In with SSO
        • Password Requirements in Internal Audit Management
        • Reset Your Password in Internal Audit Management
      • Search Internal Audit Management
        • Search for an Object
        • Search Internal Audit Management by Object Type
      • User Groups in Internal Audit Management
        • User Groups in Internal Audit Management
      • Risk Management Portal
        • Risk Management Portal
      • Risk Assessment
        • Assessing Risk Management Output for an Internal Audit Project
        • Assessing Risk for an Internal Audit Using the Audit Universe Heat Map
      • Internal Audit Leads
        • Creating an Internal Audit Plan
        • Activating an Internal Audit Plan
        • Create an Internal Audit Project
        • Adding a New Internal Audit Project to an Audit Plan
        • Adding an Existing Internal Audit Project to an Audit Plan
        • Activating an Internal Audit Project
        • Defining the Scope for an Internal Audit Project
        • Moving an Internal Audit Project to Planning
        • Viewing an Audit Plan and Status Summary Report
        • Reviewing a Test as an Internal Audit Lead
        • Viewing an Internal Audit Finding Summary Report
        • Viewing an Audit Corrective Actions Summary Report
        • Completing the Fieldwork Stage
        • Closing an Issue
        • Closing a Corrective Action
        • Viewing the Audit Committee Summary Report
        • Completing an Internal Audit Project
        • Viewing an Archived Internal Audit Project
        • Archiving an Internal Audit Project
      • Internal Audit Team
        • Adding an Existing Control or Objective to a Risk
        • Adding a New Document Request to an Internal Audit Project
        • Adding an Existing Document Request to an Internal Audit Project
        • Creating a Document Request
        • Sending Document Requests to Audit Clients
        • Returning a Document Request Form
        • Moving an Internal Audit Project to Fieldwork
        • Reviewing an Internal Audit's Process
        • Review an Internal Audit's Controls
        • Creating a New Test
        • Sending an Internal Audit Test for Review
        • Reviewing an Internal Audit's Risks
        • Adding an Existing Test, Document Request, Policy, Corrective Action, or Issue to a Control
        • Creating a New Issue
        • Submitting an Issue for Review Using the Portal
        • Creating a New Corrective Action
        • Opening a Corrective Action
        • Submitting a Corrective Action for Review
      • Internal Audit Clients
        • Accessing My Audits
        • Submitting an Issue for Review
        • Submitting a Corrective Action for Review
        • Submitting a Document Request
      • Library
        • Create a New Auditable Entity
      • Reporting
        • Reports Overview in Internal Audit
        • View a Report
      • Communication/History
        • Form History Overview - History Tab
        • Form Comments Overview - Communication Tab
      • Notices & Intellectual Property Information
    • See more...
      • Third-Party Risk Management
        • Third-Party Risk Management Overview
        • Releases
          • Vendor Risk Management/Third-Party Risk Management
            • Version 22.1+
              • Version 22.2 Release Notes (Vendor Risk Management)
            • Version 3.0+
              • Version 3.6 Release Notes (Vendor Risk)
              • Version 3.5 Release Notes (Vendor Risk)
              • Version 3.3 Release Notes (Vendor Risk)
              • Version 3.1 Release Notes (Vendor Risk)
              • Version 3.0 Release Notes (Vendor Risk)
          • App Base
            • Version 24ab+
              • Version 24.3ab (Third Party Risk Management)
              • Version 24.2ab (Third Party Risk Management)
              • Version 24.3.1ab (Third-Party Risk Management)
            • Version 23ab +
              • Version 23.3.1ab Release Notes (Third Party Risk Management)
              • Version 23.3ab Release Notes (Vendor Risk Management/Third-Party Risk Management)
              • Version 23.2ab Release Notes (Vendor Risk Management)
              • Version 23.1ab Release Notes (Vendor Risk Management)
      • Internal Controls Management
        • Internal Controls Management Overview
        • Releases
          • Internal Controls
            • Version 22.1 +
              • Version 22.1 Release Notes (Internal Controls)
              • Version 22.2 Release Notes (Internal Controls)
            • Version 3.0+
              • Version 3.6 Release Notes (Internal Controls)
              • Version 3.5 Release Notes (Internal Controls)
              • Version 3.4 Release Notes (Internal Controls)
          • App Base
            • Version 24ab+
              • Version 24.3.1ab (Internal Controls Management)
              • Version 24.3ab (Internal Controls Management)
              • Version 24.2ab (Internal Controls)
              • Version 24.1ab (Internal Controls)
            • Version 23ab +
              • Version 23.3.1ab Release Notes (Internal Controls Management)
              • Version 23.3ab Release Notes (Internal Controls Management)
              • Version 23.1ab Release Notes (Internal Controls Management)
      • IT Compliance Management
        • IT Compliance Management Overview
        • Releases
          • IT Compliance Management
            • Version 22.1 +
              • Version 22.1 Release Notes (IT Compliance Management)
              • Version 22.1 Release Notes (IT Compliance Management)
            • Version 3.0+
              • Version 3.6 Release Notes (IT Compliance)
              • Version 3.5 Release Notes (IT Compliance)
              • Version 3.1 Release Notes (IT Compliance)
              • Version 3.0 Release Notes (IT Compliance)
          • App Base
            • Version 24ab +
              • Version 24.3.1ab (IT Compliance Management)
              • Version 24.3ab (IT Compliance Management)
            • Version 23ab +
              • Version 23.3.1ab Release Notes (IT Compliance Management)
              • Version 23.3ab Release Notes (IT Compliance Management)
              • Version 23.2ab Release Notes (IT Compliance Management)
              • Version 23.1ab Release Notes (IT Compliance Management)
      • IT Risk Management
        • IT Risk Management Overview
        • Releases
          • IT Risk Management
            • Version 22.1+
              • Version 22.2 Release Notes (IT Risk Management)
            • Version 3.0+
              • Version 3.6 Release Notes (IT Risk)
              • Version 3.5 Release Notes (IT Risk)
              • Version 3.1 Release Notes (IT Risk)
              • Version 3.0 Release Notes (IT Risk)
          • App Base
            • Version 24ab +
              • Version 24.3ab (IT Risk Management)
            • Version 23ab +
              • Version 23.3.1ab Release Notes (IT Risk Management)
              • Version 23.3ab Release Notes (IT Risk Management)
              • Version 23.2ab Release Notes (IT Risk Management)
              • Version 23.1ab Release Notes (IT Risk Management)
      • Configuration Guides
        • Business Continuity Plan Configuration Guide
          • Introduction
          • Releases
            • Version 23.3.0.1ab Release Notes
          • 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)
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    Roles

    Learn about roles, explicit and global permissions, workflow permissions, and how to create, edit, or delete a role.

    Roles Overview

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    Advanced Options on Roles

    Duplicating an Existing Role

    Workflow Permissions

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