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.
NOTE
The screenshot above is a representation of the Programs home page. Each module differs in content and headings because of the customization.
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 Actions on a Module's Home Page:
- Programs
- Issues
- Vendors
TIP
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.
NOTE
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.
Accessing the Details Page
The details page opens after you click on a link in the Title column of any module's home page. The To-Do List and the Audits modules are accessed in the same manner as is described in this section. However, their details pages display differently and are documented separately.
NOTE
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.
To access details of an item from a module's home page, complete the following steps:
- Click a linked item in the Title column.
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.