In this release:
Key Features and Enhancements
- Added the New Data Discovery section in the Left Navigation
- Updated/Redesigned Company Affiliate Record
Feature Details
Added the New Data Discovery section in the Left Navigation
Benefits
This allows users to access third party records and record exchange data in one section.
Details
In this release, a Data Discovery section is added in the left navigation under the Data Inventory Hub with the following submenu:
- Third Party Discovery
Third Party Discovery
This page provides users read-only access to all third party records.
Details
This Third Party Discovery page under the new Data Discovery section can also be accessed in this release. This page lists all pre-created third party records.
When users click the third party record name, they will be redirected to the read-only Details page of the record. The screenshot below shows the Details page of a third party record where all of these four sections are present: General Information, Additional Information, Third Party Headquarters, and Third Party Locations.
Users can navigate back to the Third Party Discovery page by clicking the Close button in the bottom-right corner of the page.
Users can also see the records in list view by clicking the list view button.
Adding the Record to Data Inventory
Users can click the Add to Data Inventory button (1) to add the record to Data Inventory.
Once the record is added:
- The Added button (2) appears but disabled.
- The enabled Edit button (3) also appears. Users can click the button to open the record in a new tab.
Updated/Redesigned Company Affiliate Record
Benefits
Improves user experience when creating a company affiliate record.
Details
In this release, the Company Affiliate Record is updated/redesigned. The redesigned record will now be divided into the following three tabs:
- Details
- Assessment
- Contacts (new)
This is what each tab looks like in the redesigned record:
Details tab
This redesigned tab contains the following sections:
- General Information
- Additional Information
- Company Headquarters
- Locations
- Attachments (new)
Assessments tab
This redesigned tab, which allows users to create assessments, contains status charts at the top of the page that show how many assessments in the list are in Open, In Progress, Pending Approval, and Approved states.
By default, only 10 assessment records are displayed on the first page. Users can use the Search Assessment Name field to quickly locate a record not shown on the first page, or they can click the next page to see more. All table columns are sortable.
NOTE: Users must have access to the Assessment Manager to be able to create an assessment. When Create Assessments is clicked, the Create Assessment page opens in a new browser tab.
Contacts tab
This new tab allows users to add the company affiliate record’s legal and privacy team contacts.
Header Options
The following features/functions are added or updated as well as centralized within the top navigation of the company affiliate record. The centralization allows users to utilize these functionalities on any step of the company affiliate record creation.
- Upload Logo Field (new) — This allows users to upload the company affiliate’s logo.
Once the logo is uploaded, users can right-click the image to either replace or delete it.
- Activity Log icon and panel (new) — When users click the Activity log icon, a panel appears on the right side of the page showing the company affiliate record’s activity logs.
- Tags (new) — This replaces the old Tags tab. When users click the Tags link, a panel appears on the right side of the page showing the tags or tag groups associated with the record. From this panel, users can also create and save new tags.
- Copy Record Link (new) — This is a new feature. Users can click this icon to copy the record link to clipboard.
