Navigation

Benefits

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

• Faster load time for more items
• Individual item and bulk item editing
• Changeable view to display more or fewer items
• Sorting by any column
• User-friendly filters across all the visible columns
• Export of customized data
• Ability to attach a file to any object

Overview

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.

Accessing a Module's Home Page

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 following open the corresponding module's home page when clicked and use the navigation instructions in this documentation:

• Programs
• Issues
• Vendors
• To-Do List

Searching in the Left-Hand Navigation

If you are uncertain where a certain module resides in the left-hand navigation, you can utilize the search functionality located between the blue New button and the top of the navigation.

To search the left-hand navigation, complete the following:

1. Click within the search box and type a module name.
   
   

   NOTE

   Results display in real time and show the links below the primary categories.

   
   
   
   

2. Click one of the results to access the page.

Actions on a Module's Home Page

Changing Headings

To change headings that display at the top of a module's home page, complete the following steps:

1. In the top right of the page, click the gear icon.
    
   
    
2. The Setup Visible Table Columns select box displays with heading options.
   
   
   
   
3. Select or deselect the columns to display.
4. Click Apply. The new selections display in the page's headings.

5. Alternately, click Reset to return the headings to the default selections. 
   
   

   NOTE

   The default settings for columns displayed vary from module to module.

Sorting Data

To sort data displayed on a module's home page, complete the following steps:

1. Hover over the heading you want to filter. This highlights the heading and displays the sort and filter icons.
   
   
   
   
2. Click the arrow icon to sort the column in an ascending or descending order.

Filtering Data

This option enables users to filter data based on existence of mappings which then allows for gap analysis.

To filter data displayed on a module's home page, complete the following steps:

1. Hover over the heading you want to filter. This highlights the heading and displays the sort and filter icons.
   
   
   
   
2. Click the filter icon. 
   
   
   
   
3.  A dropdown displays.
   
   
   
   
4. In the Contains dropdown box, select from the following:
   1. Greater than or equal to
   2. Does not equal
   3. Less than or equal to
   4. Equals
   5. Contains
   6. Greater than
   7. Less than
   8. Does not contain
5. In the Filter by value text box, enter the pertinent filtering information.
   
   
   
   
6. Click Filter.

7. Alternatively, click Reset to close the dialog box and remove the content.

Removing All Filters

To remove filters applied to all headings, complete the following steps:

1. Click the Reset Filters link at the top of the page.
   
   
   
   
2. The page reverts to the display prior to filtering.
3. Alternatively, click the filter icon within the heading to display a dropdown box.
   
   
   
   
4. Click Reset.

Editing an Item

To edit an item's information on a module's home page, complete the following steps:

1. Hover over the column containing the information. A blue pencil icon displays.
   
   
   
   

2. Click the pencil icon. A dialog box displays.
   
   

   NOTE

   The dialog box contents and actions differ depending upon the field selected for editing.

   
   
    

3. Edit the item's attributes, and click Save.
4. Alternatively, click Cancel or the x at top right to close the dialog box without saving changes.

Editing Multiple Selections at Once

To edit multiple items on a module's home page, complete the following steps:

1. Select the check boxes beside the items to be edited.
   
   

   TIP

   To edit all items, click the check box in the heading. This selects or deselects all items displayed on the page. If there are additional pages in the module, those items will not be selected. To edit the number of items displayed on a page, please see Changing the Number of Rows on a Page.

   
   
   
   

2. When more than one item is selected, a bar displays at the top with options distinct to the column headers selected for the module.
    
   
   
   

   NOTE

   The headings displayed on the page are customizable and may differ from module to module.

3. Select Edit values and the data to be changed.
   
   

   
   
   

4. A dialog box displays.
   
   
   
   

   NOTE

   Selections in the dialog box differ depending upon the selection and module.

5. Make the changes.
6. Click Save.
7. Alternatively, click Cancel to close the dialog box without saving changes.
8. Once saved, all changes populate the home page.

Mapping and Unmapping

You can map or unmap items directly from each module's home page.

To map an item, complete the following steps:

1. First, select one or more item on the home page.
   
   
   
   

   NOTE

   To select all items at one time, please see Editing Multiple Selections at Once.

2. Click Map/Unmap.
   
   
   
   
3. On the Object Mapper page, click Select object type.
   
   
   
   

4. Select the object type.
   
   
   
   

   TIP

   This is a radio button and only one can be selected.

   
   
   

5. To futher refine your search, click the dropdown arrow in the Mapping relevance filters and make a selection.
   
   

   TIP

   This is an optional step and activates the Select object dropdown box. If you are searching for specific information, this returns results that match all criteria.

6. Click Select.

7. The page refreshes with columns for (Selected Object) mapped and Available (Selected Object).
   
   

   TIP

   Column names depend on the object type selected on the Select object type page.

8. Select an item under Available objects.
   
   
   
   
9. Review options for adding to or removing from the selection.
10. Click Complete at page bottom.

Exporting a CSV File

To export a CSV file with information displayed on a module's home page, complete the following steps:

1. Click Actions | Export CSV.
   
   
   
   
2. The file downloads in the manner specified in the browser.

Downloading a Zip File

To download a zip file with information displayed on a module's home page, complete the following steps:

1. Click Actions | Download ZIP.
   
   
   
   
2. The file downloads in the manner specified in the browser.

Changing the Number of Rows on a Page

To change the number of rows displayed on a module's home page, complete the following steps:

1. Click the drop-down arrow beside the Rows per page located at the bottom of your screen.
    
   
     
2. Select a number in the drop-down. The page refreshes with the selected number of rows.

Displaying the Tree View

The tree view provides a visual narrative of your compliance program. Your mappings between people, objectives, programs, policies, standards, audits, and processes are clearly displayed. The further down the tree you go, the deeper the detail. 

To display the tree view on a module's home page, complete the following steps:

1. Click the gray arrow next to an item.
   
   
       

   NOTE

   If the module's home page does not display items with arrows, then the tree view is not enabled on that page.

2. Mappings related to the item are displayed beneath it.
    
   
   
   
3. Continue selecting categories to drill into the tree. 
     
   

Editing the Tree View

The Details Page

Once an item's details page is accessed from a module's home page, there are additional fields to view and edit.

Accessing the Details Page

To access details of an item from a module's home page, complete the following steps:

1. Click a linked item.
   
   
   
   

2. The details page displays with a link at the top to go back to the selected home page.
   
   
   
   

   NOTE

   Certain items, such as programs, have extremely long descriptions. Additional fields can be found by scrolling down.

Clicking Through Items

The details page opens in a new modal on top of the existing page. This provides a way to keep your place in the application. In addition, forward and back arrows allow you to click to the next item without having to close it and reopen another item.

Sub Tab Overview

There are four sub tabs on a details page that provide valuable information.

Details

This is the default tab after clicking a link on any home page and contains information such as notes, start dates, and any applicable URLs. Once you scroll to the bottom of the page, you'll see the information in the Details sub tab.

Mapped Objects

The Mapped Objects sub tab provides the same detail and editing capabilities for the selected item that the tree view provides on the home page. In addition, the view can be filtered, sorted, customized and exported in the same manner as on the home page.

History

The History sub tab displays all edits and changes for the selected item. It cannot be edited or sorted.

Sent Surveys

The majority of ZenGRC modules display a running history of surveys sent, along with the ability to send new surveys. And when surveys are returned, they are then linked to the responses.

Editing the Details Page

To edit information on a details page, complete the following steps:

1. Hover over the desired field. A blue pencil displays to the right of the field.
   
   
   
   

   TIP

   The majority of fields are editable, even if they do not appear to be. To discover the editable areas, hover over each field. If a blue pencil displays, the field is editable.

2. Click the blue pencil. A dialog box displays.
   
   

   NOTE

   Selections in the dialog box differ depending upon the field.

3. Make the changes.
4. Click Save.
5. Alternatively, click Cancel to close the dialog box without saving changes.

Attaching a File

A file can be attached to any object in the application from the details page. 

To attach a file, access the details page and complete the following steps:

1. Hover over Attachments and click the blue pencil.
   
   
   
   
2. In the Edit Attachments dialog box, click click to browse to find a file on your computer.
   
   
   
   
3. Alternatively, drag the file from your computer into the dotted box.

Adding a Link

A link can be added to any object in the application from the details page. 

To attach a file, access the details page and complete the following steps:

1. Hover over Attachments and click the blue pencil.
   
   
   
   
2. Click the Enter Links sub tab.
   
   
   
   
3. In the link text box, add the link starting with https://.
   
   
   
   
4. In the Title text box, enter the title you want displayed on the details page.
5. Click Add link. The link displays under the Attachment heading.
6. Click Done. 

Deleting a Link or Attachment

To delete a file or link, access the details page and complete the following steps:

1. Hover over Attachments and click the blue pencil.
   
   
   
   
2. Click Delete beside the item you want removed. It will be immediately deleted.
   
   
   
   
   
3. Click Done.

Adding a Comment

To add a comment, complete the following steps:  

1. On the Details page, click the Comments sub tab.
2. Write in the text field.
3. Click Send.
4. Alternatively, click ctrl+enter or cmd+enter on a mac within the text box to automatically save the comment.
   
   

Reading a Comment

The display of a red balloon icon on the home page indicates an unread message.

Once the linked Title is clicked and the Details page displays, the comments are considered read.

Navigating with the Keyboard

ZenGRC allows for certain keyboard shortcuts to be used. They include the following:

• Click tab to move the selector one space forward and shift+tab to move it one space back. Click the space bar to activate a component and then enter to select it.
• Click esc key to cancel an action. If you're inside the left-hand navigation sub-menu, click esc to close.
• When filling out a form, click ctrl+enter or cmd+enter on mac, to submit that form.