In this release:
Key Features and Enhancements
- Design improvements
- Enhanced activity log
-
Access control enhancements
- Record Manager column
- Organization Hierarchy access control enhancements
- Ability to only create assessments for records users have access to
- Added new column for record description
Feature Details
Design Improvements
Data Inventory Hub has been updated to the newest design system as part of a larger initiative to modernize, simplify, and improve the overall platform user experience. Key updates that have been made include; updated navigation and breadcrumbs, font, background color, call-to-action buttons and icons.
Enhanced Activity Log
The activity log now includes information on when an assessment is associated with a record, along with the time, date, and user that linked the record.
Access Control Enhancements
Record Manager Column
The Record Owner column has been replaced with a new column titled Record Manager. By default, the user that creates the Data Inventory or Business Process Record is automatically set as the Record Manager, giving them edit access to the record. Users can now add or remove additional record managers as well.
To add a record manager, hover over the Record Manager cell and a pencil icon will appear. Click the icon and click Add Manager on the pop-up modal. Type in a user’s name and click Save.
Organization Hierarchy Access Control Enhancements
1. We will automatically add assignees organization entities to the Form and Business Process Record in the following scenarios:
- When “Administer Organization Hierarchy Access Control” flag is enabled
- When system user assignee is added to form via form editor, add any org hierarchy entities they are members to the “Select the entities that should be able to access this form”
- When system user assignee is added when sharing form from questionnaire, add any org hierarchy entities they are members to the “Select the entities that should be able to access this form”
- When system user assignee creates a form using smart-url, add any org hierarchy entities they are members to the “Select the entities that should be able to access this form”
- When system user assignee is added when cloning, add any org hierarchy entities they are members to the “Select the entities that should be able to access this form” in the clone configuration
When form is approved, these organization entities are also added to the associated Business Process record “Select the entities that should be able to access this record” as well.
2. For customers that are using the Organization Hierarchy Control Access feature, users will only be able to select Hub records which they have access to when selecting a Hub record to assess in Assessment Manager.
Data Inventory & Business Process Description Columns
The record description field has been moved from within the carrot section of the Business Process and Data Inventory pages to a new description column on both pages. Users can add or remove this column using the column configuration menu.
