Page Comparison

...

The To-Do List compiles all assessments, requests and tasks in one section that are assigned to occasional ZenGRC ZenGRC users. The assignees are sent email notifications on the items needing attention. 

Accessing the To-Do List

...

To access theTo-Do List, complete the following steps:

1. Click To-Do List in the left-hand navigation.
   Image Removed
   Image Added
   
   
2. The page displays with all your assigned items.
   Image Removed
   Image Added

Accessing the To-Do List from Email Notifications

...

Filtering the List

Image Removed

...

Viewing Upcoming Items

...

The To-Do List automatically defaults to your current list that needs immediate attention. However, you can quickly see the items that will be added to your To-Do Items list once the current assignee submits information or verifies a submission. These are typically items that list you as a reviewer or verifier.

Image Added

To view upcoming items, complete the following steps:

...

1. Click the Upcoming items tab.Select from one or more of the drop-down menus:
2. Related to - This filters the page by audit.
3. View by type - This narrows the display by assessment, request due by and task.
4. Due by - This displays items due on the selected date.
New comments - This shows only assignments with unread comments.


Tip
title TIP
As selections are made, the page updates in real time.

Viewing and Submitting an Item

1. The page refreshes.
2. Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.

Viewing Submitted Items

...

You can also quickly see the items already submitted and alter them if necessary.

Image Added

To view your submitted items, complete the following steps:

1. Click the Submitted items tab.
2. The page refreshes.
3. Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.

Viewing Completed Items

...

Items you've already addressed can be viewed and changed, if necessary.

To view items you've completed, complete the following steps:

Viewing Incoming Items

The To-Do List automatically defaults to your current list that needs immediate attention. However, you can quickly see the items that will be added to your To-Do List once the current assignee submits information or verifies a submission. These are typically items that you are listed as a reviewer or verifier for.

...

1. Click the Upcoming items box.
2. The page refreshes with those items that will be placed in your To-Do items once an assignee completes the requested action.

Reassigning a Task

...

...

1. Click View beside the desired itemthe Completed items tab.
   Image Removed
   Image Added
   
   
2. The page displays with three steps.
   Image Removed
   
3. Read the information and requirements in Step 1.
Review information in Step 2, then upload evidence, add links, and/or enter comments in the Comments text field.


Tip
title TIP
The actions needed on Step 2 will vary depending on whether your assigned item is an assessment, request, control or issue.

Image Removed
Click Send.


Tip
title TIP
Please note that information inserted into the Comments text field does not get exported when evidence is downloaded. However, it will always be viewable in the application.

4. Provide the conclusion in Step 3.
   1. Design - Select from the following:
      1. Effective
      2. Ineffective
      3. N/A
   2. Operational effectiveness - Select from the following:
      1. Effective
      2. Ineffective
      3. N/A
5. Click Complete Assessment to submit the task.

Viewing Submitted Items

To view items you've already completed and submitted, complete the following:

...

1. refreshes.
2. Select the Tasks, Assessments, or Requests sub tab to view the items in your queue.

Tasks

...

To open a task, complete the following steps:

1. Select a main tab and the Tasks sub tab.
2. Click a linked task in the Title column.
   
   Image Added
   
   
3. The page displays.
   

   Include Page
   di:Note - Tasks di:Note - Tasks

Control Assessments

...

To open an assessment, complete the following steps:

1. Select a main tab and the Assessments sub tab.
2. Click a linked assessment in the Title column.
   
   Image Added
   
   
3. The page displays.

   Include Page
   di:Note - Assessments di:Note - Assessments

Requests

...

To view requests, complete the following steps:

1. Select a main tab and the Requests sub tab.
2. Click a linked request in the Title column.
   
   Image Added
   
   
3. The page displays.
   

   Include Page
   di:Note - Requests di:Note - Requests

Creating a New Item

...

The To-Do List provides the ability to create a new task, assessment or request directly on the To-Do List module.

To create a new item on the To-Do List, complete the following steps:

1. Select a main tab.
2. Click the Tasks, Assessments or Requests sub tab.
   
   Image Added
   
   

3. Depending on the sub tab selected, a button displays to create a new object.
   
   Image Added
   
   

4. Click New (object).
5. The new form displays.

6. In the Audit dropdown, select the audit to which the new item should be mapped.
   
   Image Added
   
   

   Info
   title NOTE
   For instructions on completing the remainder of the form, please see Creating New Objects.

   
   

Exporting from the To-Do List

...

Assessments, requests and tasks can be exported directly from the To-Do List. Each object type is exported separately, but they all share common steps.

1. Select a main tab.
2. Click the Tasks, Assessments or Requests sub tab.
   
   Image Added
   
   

3. On the displayed page, select headings for data to export. The export only contains information for the headings shown.
   
   

   Info
   title NOTE
   For instructions on adding or removing headings, please see /wiki/spaces/ZenGRCOnboardingGuide/pages/359071970.

   
   

4. Click Export CSV. The CSV file downloads in the manner specified in your browser.
   
   Image Added
   
   
5. Alternatively, you can click Download ZIP. The zip file downloads in the manner specified in your browser and includes all attachments added to the object.
   
   Image Added

Actions on the To-Do List

...

The To-Do List has navigation and functionality common across the module home pages in the application. You can perform activities such as bulk editing, filtering data and status updates. And opening a linked item displays the details page that has additional fields to edit and other functionality.