Version 23.3ab Release Notes (Compliance Management)

Improvements

• Ovals were enabled for Formulas on the Third-Party Assessment – Third-Party Contact – Consolidation form.
• The CM – 1 – Start Compliance Assessment email template for the Compliance Assessment Workflow was reconfigured.
• We replaced the word Dashboard on the following reports:
  • On the CM – Compliance Management Status Dashboard report, Dashboard was replaced with Overview.
  • On the CM – First Line Compliance Dashboard report, Dashboard was replaced with Summary.
• The following email templates for the Requirement Workflow were reconfigured:
  • CM – 2a – Requirement Updated (Nightly)
  • CM – 2b – Requirement Effective Date Reached
  • CM – 2c – Assign Requirement Owner
  • CM – 2d – Assign Requirement Owner (Nightly)
  • CM – 2e – Compliance Team Applicability Assessment (Nightly)
• The CM – 3 – Issue Review email template for the Issue Workflow was reconfigured.
• The Issues tab was added to the Compliance Management Application.
• We redesigned the Requirement – CM – 1a - Library Form by:
  • Form sections separate by Card.
  • Record Properties were removed from the Form.
  • Change the Relationship Data section to a tab.
• We redesigned the Regulator Library – Library Form by:
  • Read Only was removed from the Object Name.
  • Form sections separate by Card.
  • Change the Relationship Data section to a tab.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the Compliance Framework – Library Form by:
  • Improved the Report and Grid placements within the Form.
  • Form sections separate by Card.
  • The Archive trigger was moved to the left side of the Form.
  • The Record Properties section was replaced with the Content Properties for RCM unique ID.
• We redesigned the Source – Library Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Record Properties were removed from the Form.
  • Form sections separate by Card.
  • Form section descriptions were added.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
• We redesigned the Topic - Library and Subtopic – Library Forms by:
  • Read Only was removed from the Object Name.
  • Improved the Report and Grid placements within the Form.
  • Form sections separate by Card.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • The Record Properties section was replaced with the Content Properties for RCM unique ID.
• We redesigned the Requirement – CM – 1 -Library and Requirement Detail – Library Forms by:
  • Form sections separate by Card.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • The Record Properties section was replaced with the Content Properties for RCM unique ID.
• We redesigned the Corrective Action – GRC - Overview Form by:
  • Form sections separate by Card.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • Change the Forms format to the left side column.
  • The Corrective Action Details when the form is in a Creation state.
• We redesigned the Test – GRC – 1 – Create Form by:
  • Form sections separate by Card.
  • Increased the size of the Details section to 75%.
• We redesigned the Test – CM – 2 – Overview Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Form sections separate by Card.
  • Increased the size of the Details section to 75%.
  • Change the Relationship Data section to a tab.
  • The Test name was removed from the Form name.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the CM – Alert Catalogue Report by:
  • The Alert Types pie chart was removed.
  • The Alert Type column was removed from the Alert table.
  • The Alert Details label was added to the Alert table.
  • The Alert Status pie chart was reconfigured to half a pie chart.
• We replaced the word Dashboard on the My Policy Dashboard report with Overview.
• We removed the word Dashboard on all the Report and Portal views to Overview.
• Formula Ovals were enabled on all CM Forms.
• An Executive Dashboard was added to the Dashboard feature to outline the current status of Enterprise Risk Management.