In this release:
Key Features & Enhancements
- Ability to designate a business process primary owner
- Filter capability on Data Inventory all records page
Ability to designate a business process record primary owner
- Description: Once the new step 1 & 2 UI is enabled, users will be able to navigate to the “Details” step and add multiple business process owners. By default, the first owner that is added will be designated as the primary owner; however, users now have the ability to change this designation and select any owner as the primary owner, which will be used when calculating Risk.
- Location: Step 1 of the business process record
- Benefit: Simplified, streamlined approach to setting up a business process record
- How will this look to a user:
1. Open the business process record.
2. At the bottom of the Details page (Step 1), check the owner who was designated as the primary owner (1).
3. If you would like to change the primary owner of the business process record, click the Edit icon to the right of the owner record.
4. From the Edit Owner popup modal, click the “Make as primary owner” checkbox and then click Save.
Data Inventory Filters
- Description: Users can now filter company affiliate records using the new filter capabilities on the Data Inventory all records page. Note that subsequent releases will include filters for the remaining record types.
- Location: Data Inventory all records page
- Benefit: Ability to filter Data Inventory records.
- How will this look to a user: (see image below)
