Version 23.3ab Release Notes (Risk Management)

Improvements

• Ovals were enabled for Formulas on the Third-Party Assessment – Third-Party Contact – Consolidation form.
• The GRC – 3 -Assign Control Owner email template for the Control Self Assessment Workflow was reconfigured.
• We redesigned the Risk Register – RM – Review Form by:
  • Read Only was removed from the Object Name.
  • The Risk Register Name field was removed.
  • Record Properties were removed.
  • The Create option from the Relationship Data table was removed.
  • Form sections separate by Card.
  • The Relationship Data tab was added.
  • A description explaining the Form sections was added.
  • Objectives and Processes were added to the Relationship Data.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the Risk Category – RM – Library and Risk Subcategory – RM – Library Forms by:
  • The Custom Name was removed, and the Object Name was enabled.
  • The Risk Category Name field was removed from the Form.
  • Record Properties were removed from the Form.
  • Risk Register was added to the Risk Category Details section.
  • Form sections separate by Card.
  • The Relationship Data tab was added.
  • Form section descriptions were added to the Form.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the Risk – RM – 3 - Library Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Record Properties were removed from the Form.
  • Change the Risk Ownership section to a tab.
  • Form sections separate by Card.
  • The Relationship Data tab was added to the Form.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the Process Library – IRM – 3 - Edit 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 to the Form.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Forms format to the left side column.
  • Change the Relationship Data section to a tab.
• We redesigned the Process Library – IRM – 3 - Edit 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 to the Form.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • Reports separated by Cards.
• We redesigned the Sub Process – GRC – Library Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Record Properties were removed from the Form.
  • Change the Relationship Data section to a tab.
  • Form sections separate by Card.
  • Form section descriptions were added to the Form.
  • The Archive trigger was moved to the left side of the Form.
• We redesigned the Objective – RM – 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 to the Form.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • Reports separated by Cards.
• We redesigned the Control – GRC – 1 – 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 to the Form.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • Reports separated by Cards.
  • Change the Forms format to the left side column.
• We redesigned the Policy – GRC – Overview – Policy Reviewer 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 to the Form.
  • The Archive trigger was moved to the left side of the Form.
  • Change the Relationship Data section to a tab.
  • Reports separated by Cards.
• We redesigned the Policy – GRC – Overview – Policy Owner Form by:
  • Read Only was removed from the Object Name.
  • Record Properties were removed from the Form.
  • Change the Forms format to the left side column.
  • Form sections separate by Card.
  • Change the Relationship Data section to a tab.
• We redesigned the Contributing Factor – RM – Overview Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Change the Forms format to the left side column.
  • Form sections separate by Card.
  • Updated Formulas on the Formula Cards.
  • New Formulas Added:
    • Net Loss – Incident
    • Net Loss – Loss Even
    • Total Loss
    • Total Incident & Loss Prevention
• Record Properties were removed from the Form.
• Change the Relationship Data section to a tab.
• We redesigned the Regulator – CM – Library Form by:
  • Read Only was removed from the Object Name.
  • The Custom Name was removed, and the Object Name was enabled.
  • The Report and Grid placements within the Form were improved.
  • 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 Loss Event – RM – 3- Lost Event Overview and Loss Event – RM – 2 – Triage Forms by:
  • Change the Forms format to the left side column.
  • Form sections separate by Card.
  • The Archive trigger was moved to the left side of the Form.
  • Improved the placement of the Formulas on the Form.
• We redesigned the Loss Event – RM – 3a- Lost Event Overview Form by:
  • Change the Forms format to the left side column.
  • Form sections separate by Card.
• We redesigned the Business Unit – GRC – Overview Form by:
  • The Custom Name was removed, and the Object Name was enabled.
  • Form sections separate by Card.
  • Record Properties were removed from the Form.
  • Change the Relationship Data section to a tab.
  • IT Risk Assessment and IT Compliance Assessment Relationship tables were added to the Form.
• We redesigned the Loss or Recovery – RM – Loss Event Form by:
  • Increase the size of the Name and Description sections to 75%
  • Form sections separate by Card.
  • Change the Relationship Data section to a tab.
  • Hid the Relationship Data tables when creating the Loss or Recovery event.
• We replaced the word Dashboard with Overview on the following RM – reports:
  • RM – First Line Risk Dashboard report
  • RM – First Line Risk Dashboard (Objective Risk Assessment) report
  • RM – First Line Risk Dashboard (Process) report
• We removed the word Dashboard on all the Report and Portal views to Overview.
• Formula Ovals were enabled on all ERM Forms.
• An Executive Dashboard was added to the Dashboard feature to outline the current status of Enterprise Risk Management.