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Benefits

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Many of the ZenGRC modules feature an updated look with new navigation and editing capabilities on the home pages. This allows for the following:

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DI:Note Box for New Feature in Beta
DI:Note Box for New Feature in Beta

Overview

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Multiple activities can be performed without clicking into an individual item. And opening an individual item in the details page provides additional information to add or update. This tutorial provides general instructions for the home pages and details pages that can be applied to most ZenGRC modules.

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titleNOTE

The screenshot above is a representation of the Programs home page. Each module differs in content and headings because of the customization. 

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accessingmoduleshomepage
accessingmoduleshomepage
Accessing a Module's Home Page

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A module's home page opens after clicking a link in the left-hand navigation. If instructions tell you to access a module's home page, this section provides you with general steps for completion. The To-Do List and the Audits home pages are accessed in the same manner as is described in this section. However, their home pages display differently and are documented separately. See Actions in the To-Do List and Actions in Audits.

The following open the corresponding module's home page when clicked and use the navigation instructions in Actions on a Module's Home Page:

  • Programs
  • Issues
  • Vendors

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  • System of Record

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  • Tools

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  • Settings

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The left-hand navigation links with > are typically for administrators. When clicked, they open sub links for additional choices which then open a module's home page.

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titleNOTE

The Audits and the To-Do List modules open with visual display that differs slightly in navigation. For instructions on navigation in Audits, please see Accessing the Audits Page.

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Accessing the Details Page

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The details page opens after you click on a link in the Title column of from any module's home page with navigation instructions documented in Actions on the Detail's Page. The To-Do List and the Audits modules details pages are accessed in the same manner as is described in this section. However, their details pages display differently and are documented separately. See Actions in the To-Do List and Actions in Audits.

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titleNOTE

The example below uses the Programs home page. For instructions on how to open a module's home page, please see Accessing a Module's Home Page.

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