Knowledge Base/Help Categories/Dashboard

What is the Personal Dashboard?

Stephanie Morgan
posted this on October 24, 2011 12:12 pm

 

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Just like your car's dashboard, the Personal Dashboard gives you an overview of what is going on in your compliance universe at-a-glance. We ask that you use your seatbelt, and put the cell phone away while driving RiskKey. However, speeding is encouraged.

The Dashboard is your key to all things RiskKey. From this screen you can see if any deadlines have been missed or are coming due. You can also see the latest activity among all of your active projects, or jump into a specific project.

You can also access your menu bar which will allow you to create, modify, review, or import templates. You can decide who you want to have access to a project by clicking 'people' or adjust project settings through the 'settings' menu.

For a breakdown of each feature on the screen keep reading:

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This is where you can navigate through your existing projects. Simply click the project on the project you're looking for or create a new one.

 

The Briefcase icon will take you to view your documents. If a number appears on the briefcase this indicates requested documents that need to be uploaded.

 

The Flag icon will reflect if there are any individual assessments or audit objectives that have been assigned to you, or alert you to any that are due within the next week.

 

The Calendar icon will take you to the recommendations that have been assigned to you. If a number appears it can indicate that you either have recommendation deadlines over due or coming due.

 

The Settings icon will allow you to change your account settings, logout, or access this super helpful help section.

 

All Assigned Items - This tab includes a sortable list of items that have been assigned to you. This can include assessments, objectives, or recommendations.

 

Requested Documents - This tab reflects any and all documents that have been assigned to you through the “Files” section of RiskKey.

 

Assigned Categories - This is essentially an alternate view of “All Assigned Items” that allows you to focus on which assessments and objectives have been assigned to you, where they can be found, and when they are due.

 

Your Recommendations - This is a list of recommendations that have been assigned to you. This usually represents a control gap or unacceptable risk that needs attention.