Knowledge Base Logo
  • Resolver
  • Support
  • Home
  • 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
      • 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
      • 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
      • My Tasks
      • Quick Add
    • Browse By Topic
      • 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)
      • Applications
        • Applications Overview
        • Create an Application & Activity
        • Actions, Views & Roles
          • Add an Action
          • Views
            • Add a View
            • Create a Form View
            • Create a Report View
            • Create a Data Export View
            • Create a Data Grid View
          • Add Roles
          • Edit or Delete an Action, View or Role
        • Edit or Delete an Application
        • Edit or Delete an Activity
      • Archived Data
        • Archive Data
        • Include or Exclude Archived Data
      • 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 & Launch
          • Add Data to a Previously Launched Assessment
        • Rely on Previous Assessment Data
          • Link to Existing Option
          • Important Notes About Sharing Assessment Data
          • Advanced Relationship Tables
      • Confidential Submissions
        • Confidential Login Overview
        • Create a Confidential Login
        • Confidential Portal Login URL
        • Edit or Delete a Confidential Login
      • 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
            • Add Elements
            • Properties
            • Enable Confidential Submitters
            • Confidential Submissions Visibility Rules
            • Fields
            • Relationships
            • References
            • State Triggers
            • Roles
            • Formulas
            • Form Actions
              • Form Actions Overview
              • Open a Data Visualization
              • Export Data
              • Open a Form
              • Open Assessment Scoping
              • Open Assessment Rescoping
            • Free Form Text
            • Trending Tables
          • Form Conflicts
            • Form Conflict Overview
            • Identify a Conflict & Set a Form's Priority
        • Navigation Forms
          • Navigation Form Overview
          • Create a Navigation Form
      • Core-API Integrations
        • API (Swagger Docs)
          • Getting Started
            • Overview
            • Swagger Docs
            • HTTP Methods & Responses
            • External, Internal & Unique IDs
          • API Keys
            • Overview
            • Impersonation
            • Create an API Key
            • Delete an API Key
            • Make Calls
          • Session Tokens
            • Important Notes
            • Create a Token
            • Renew a Token
          • Popular Endpoints
            • fields
            • formulas
            • objectTypes
            • objectTypeRoles
            • lifecycle
            • relationshipTypes
            • reports
            • user
        • Webhooks Integrations
          • Webhooks Overview
          • Register for Webhooks Integrations
          • Eligible Webhooks Events
          • Sample Webhook Payloads
        • Workato Integrations
          • Workato Integrations: Overview
          • Connect an Application with the Resolver Core Connector
          • Workato Integrations: Triggers and Actions
      • Dashboards
        • 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 Data Set
          • Adding a Data Transformation to a Dashboard Data Set
          • Adding Role Data to a Data Set
          • Unlinking Fields, Formulas, Assessments, or Properties from the Dashboard Data Set
          • Deleting a Data Transformation
          • Publishing/Unpublishing a Dashboard Data Set
          • Deleting a Dashboard Data Set
        • Dashboard Builder
          • Overview
            • Chart Screen Elements Overview
            • Chart Types Overview
          • Dashboards
            • Creating a New Dashboard
            • Publishing a Dashboard
            • Deleting a Dashboard
            • Embedding a Dashboard in an Activity
          • Charts
            • Adding a Combo Chart to a Dashboard
            • Adding a Table/Group Table to a Dashboard
            • Adding a Box and Whiskers Chart to a Dashboard
            • Editing/Formatting a Category or Value
            • Adding Tooltips to a Chart
            • Adding Styles to a Chart
            • Sorting a Chart
            • Formatting a Chart
            • Adding a Chart Filter
            • Adding a Comparison to a Chart
            • Adding a Trend Chart to a Table
            • Creating a Duplicate Chart
            • Deleting a Chat from a Dashboard
            • Downloading a Chart
            • Sorting a Group Table Using Multi-Column Sort
            • Adding a Table Calculation
      • Dashboard Deployment
        • Deploying a Dashboard Configuration to another Organization
      • Data Audit Trail
        • Data Audit Trail
        • Data Audit Archive Export
        • User Audit Trail
          • User Audit Trail Overview
          • User Audit Trail Events & Filters
          • View & Export the User Audit Trail
      • Data Import
        • Data Import Overview
        • Create a Data Import Template
        • Enter New Object Data
        • Enter Relationship Data
        • Enter Updated Object Data
        • Import File Attachments
        • Upload the Import Template
        • Error - Fixing the Invalid Date Value Error
      • Data Visualizations
        • Data Visualizations Overview
        • Focuses & Data Series
        • Reports
          • Reports Overview
          • Loading & Caching Report Data
          • Create a New Report
          • Report Elements
            • Add a Table to a Report
            • Configure the Submitter Column in a Relationship or Report Table
            • Edit Columns on a Table within a Report
            • Add a Pie Chart
            • Heat Maps
              • Heat Maps Overview
              • Add a Heat Map with a Single Data Point
              • Add a Heat Map with Multiple Data Points
            • Add a Bar Chart or Column Chart to a Report
            • Add Repeatable Forms to a Report
            • Add Page Breaks to a Report
            • Add AutoText to a Report
          • Add Filters
          • Add Parameters to a Report
          • Point in Time Reporting
          • PDF Output Options (Report Logo & Header)
          • View a Report
          • Export a Report
          • Edit or Delete a Report
          • Configure Export Attachments
        • Data Analytics Exports
          • Data Analytics Export Overview
          • Create a Data Analytics Export Report
          • Export Object Data from a Data Analytics Report
        • Data Grids
          • Data Grid Overview
          • Create a New Data Grid
          • View a Data Grid
        • Add Free Form Text
        • Adding a Report to the Home Screen (Starred Reports)
        • Personalized Data Visualizations
      • 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
      • 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
      • Document Management
        • Opting into Document Management & New UI
        • Deleting a File from a Form
      • Email Settings
        • Email Settings Overview
        • Create an Email Setting
        • Enable Two-Way Email
        • Reply to an Email Object Submitter
        • Configuring the Dynamic Two-way Email Pop-up
      • Email Templates
        • Email Templates Overview
        • Email Template Variables
        • Create a New Custom Email Template
        • Edit the Default (Standard or Assigned) Email Templates
        • Edit or Delete a Custom Email Template
      • Fields
        • Fields Overview
        • Create a New Field
        • Text Fields
          • Text Fields
          • Text Field Concatenation
          • Rich Text Formatting
        • Numeric
        • Creating a Date & Time Field
        • Creating a New Select List
        • Attachments
        • Image Attachments
        • Edit or Delete a Field
      • Form Translations
        • Form Translation Overview
        • Supported Language Translations
        • Enable Translations on a Form
        • Translate Text Fields on a Form
      • Formulas
        • Formulas Overview
        • Formulas Overview - Variables, Operators, & Functions
        • Time Formula Functions
        • Null Values in Formulas
        • Formula Examples
      • Image Upload & Logo Upload
        • Image Upload & Custom Logos
      • Inferred Permissions
        • Inferred Permissions Overview
        • Add Inferred Permissions on an Object Type
      • IP Authorization Control
        • IP Authorization Overview
        • IP Authorization Logins
        • IP Token Validation
      • Log In/Log Out
        • Log In
        • Logging Out
        • Password Requirements
        • Reset Your Password
        • Multi-tenancy (Multiple Organizations)
        • Single Sign-On (SSO)
          • Enable SSO
          • Log In with SSO
          • SSO Technical Information
            • SSO Technical Requirements
            • Resolver Core SAML Profile
            • SAML Authentication Sequence
          • Single Sign-On (SSO) Frequently Asked Questions
      • Languages
        • Languages Overview
        • Add a New Language
      • 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
      • Multi-Factor Authentication
        • Enforcing Multi-Factor Authentication on an Org
        • Multi-Factor Authentication User Setup
      • Object Types
        • Object Types Overview
        • Edit or Delete an Object Type
        • Delete an Object
        • Object Type Universe
        • Relationship Graphs
        • Library Objects & Library Object Types
        • Name & Description Concatenation
          • Name & Description Concatenation Overview
          • Add Concatenations to an Object Type
          • Edit or Delete a Concatenation
        • 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
          • Add References to an Object Type
          • Add Roles
          • Object Properties
      • Object Type Groups
        • Object Type Groups Overview
        • Create a New Object Type Group
        • Edit or Delete an Object Type Group
      • Org Manager
        • Org Manager Overview
        • Export an Organization
        • Import an Organization
      • Permissions Model
        • Key Permission Components
      • Printing
        • Printing Overview
      • Resolver User Interface
        • User Interface
        • Admin User Interface
      • Roles
        • Roles Overview
        • Workflow Permissions
        • Advanced Options on Roles
        • Create a New Role
        • Edit or Delete a Role
      • Search
        • Search for Objects
        • Attachment Searches
        • Numeric Searches
        • Text Searches
      • Time Zone Conversions
        • Time Zone Conversions Overview
        • Reports
        • Concatenations
      • Users
        • Create a New User
        • Edit or Delete a User
        • Creating a User List
        • Impersonate Another User
        • Deleting or Deactivating Users
        • Enabling the User Management - Advanced Permissions Feature
        • LDAP
          • LDAP Technical Information & Requirements
          • Configure & Run the LDAP Sync Tool
          • Configure Task Scheduler to Run the LDAP Sync Tool Automatically
      • User Groups
        • User Groups Overview
        • Create a New User Group
        • Add a User to a User Group
        • Edit or Delete a User Group
      • Videos
        • Pull Data Values Workflow Action
        •  Repeatable Forms
        • Email Templates Orientation Video
        •  View a Data Grid
        •  Create A Data Grid
        •  Menu Toggles
        •  Create an Assessment
        •  Navigation Forms
        •  Scope & Launch Function
      • Workflows
        • Workflow Overview
        • Edit the Workflow Name or Description
        • Edit the Creation State
        • Edit or Delete the Draft, Active, or Archived States
        • Create a New State
        • Edit or Delete a 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
        • 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
          • Add a Clear Fields, Roles or 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
        • Edit or Delete a Trigger or Transition
  • Risk Management Guide
    • Releases
      • Version 23.1ab +
        • Version 23.1ab Release Notes (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)
    • 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
      • Search Overview
      • Numeric Searches
      • Text Searches
      • Search Risk Management
      • Search Risk Management by Object Type
    • User Groups in Risk Management
      • User Groups in Risk Management
    • The Portal in Risk Management
      • The Portal in Risk Management
    • Risk Team
      • Risk Team Overview
      • Launch an Assessment
      • Define Scope of Risk Assessment
      • Launch a Continuous Assessment
      • Assign Risk and Control Owners
      • 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
    • Risk Management Glossary
      • Glossary of Terms - Risk Management
    • Notices & Intellectual Property Information
  • Command Center User Guides
    • Releases
      • Version 23.1ab +
        • Version 23.1ab Release Notes (Command Center)
      • Version 22.1+
        • Dispatch 22.1 Release Notes
      • 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 Release Notes (Command Center)
        • Version 3.0.6 (Hotfix) (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
        • 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
          • Edit or Delete a Dispatch Location
          • Create a New Indoor Location Point
          • Location Search Results
        • 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
        • 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 In
        • 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's Guide
        • Browser Requirements
        • Introduction
          • Introduction
          • 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
          • Install the Lenel Connector
            • Install the Lenel 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
      • Version 23.1ab +
        • Version 23.1ab Release Notes (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)
    • Introduction
      • Introduction Overview
      • Data Region
      • Who Should Use This Guide
      • Important Notes About This Guide
      • Notes, Tips & Warnings
      • User Interface
      • My Tasks
    • Training Tools
      • 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
        • Assigned Incidents
          • View & Edit Assigned Incidents
          • Open an Investigation
          • Reopen a Closed Incident
          • Incident Tasks
            • Create an Incident Task
            • View & Manage Incident Tasks
        • Review Persons of Concern
        • Review Civil Notice Letter
        • Review Notice of Trespass Letter
      • 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
        • Incident Form Comments Overview
      • Glossary
        • Glossary of Terms
    • Compliance Management User Guide
      • Releases
        • Version 23.1ab +
          • Version 23.1ab Release Notes (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)
      • 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
        • RCM Framework Subscriptions
        • 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
      • Compliance Management Glossary
        • Commonly Confused Terms
        • Glossary of Terms - Compliance Management
      • Notices & Intellectual Property Information
    • Security Risk Management User Guide
      • Releases
        • Version 23.1ab
          • Version 23.1ab Release Notes (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)
      • 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
        • Frameworks
          • Update Sections
          • Update a Sub Section
          • Update Requirements
        • Update an Active Location Profile
        • 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
        • Create New Issues & Corrective Actions
      • 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
    • Internal Audit Management User Guide
      • Releases
        • Version 23.1ab +
          • Version 23.1ab Release Notes (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)
      • Internal Audit Management Introduction
        • Internal Audit Management Overview
      • Submit a Test for Review - Internal Audit
    • See more...
      • Vendor Risk Management
        • Vendor Risk Management Overview
        • Releases
          • Version 23.1ab +
            • Version 23.1ab Release Notes (Vendor 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)
      • Internal Controls Management
        • Internal Controls Management Overview
        • Releases
          • Version 23.1ab +
            • Version 23.1ab Release Notes (Internal Controls Management)
          • 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)
      • IT Compliance Management
        • IT Compliance Management Overview
        • Releases
          • Version 23.1ab +
            • Version 23.1ab Release Notes (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)
      • IT Risk Management
        • IT Risk Management Overview
        • Releases
          • Version 23.1ab +
            • Version 23.1ab Release Notes (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)
      • Configuration Guides
        • Business Continuity Plan Configuration Guide
          • Introduction
          • 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)
    • Home
    • Resolver Administrator Guide
    • Browse By Topic

    Workflows

    About workflows and states and how to edit or create new states and add triggers, transitions, conditions, and actions to those states.

    Workflow Overview

    Edit the Workflow Name or Description

    Edit the Creation State

    Edit or Delete the Draft, Active, or Archived States

    Create a New State

    Edit or Delete a 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

    Actions on Transitions (8)

    • 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 ()

    • Add a Clear Fields, Roles or Relationships Action to a Transition ()

    • See More

    Edit or Delete a Trigger or Transition

    Copyright © 2022 – 2023 Your Company, LLC. All rights reserved.