In this release:
New Features
Business Process Record Filters
- Description: This feature allows users to apply filters to the ‘All Business Process Records’ tab and easily find, and generate reports for specific business processes. Users can save and name filtered views to their ‘My Filters’ menu and reapply the filter in the future.
- Location: All business process records page, right of the search box.
- Benefit: Easy way to locate a business process record(s) and generate reports for business processes that meet the filter criteria.
- Iterations:
- HUB 2.1 (February)
- Additional business process record filters
- HUB 2.1 (February)
- HUB 2.2 (March)
- Data inventory record filters
- How will this look to a user?
- Click ‘Business Processes’ in top navigation
- Click the filter icon to the right of the search box
- Select any filters that need to be applied
- Click ‘Apply filters’
- To save a filter, click ‘Save’ and enter a filter name
- Saved filters will always be listed under the ‘My Filters’ drop down within the filter section.
- Data Inventory CSV Export
- Description: Users can export a csv file(s) of their data inventory records, including; third party, primary company entity, company affiliate and system records. Once the user selects the records they would like to export and selects the export icon and email will send to the user’s email address with the .csv export file(s)
- Location of Export Feature: Navigate to the Data Inventory All Records page and select the data inventory records that you would like to export. Click the export icon from the icon menu in the top right corner of the page.
- How it will look to a user: See below.
- Navigate to Data Inventory Tab.
- Select the data inventory records you would like to export by clicking the check box to the left of the data inventory record.
- Select the export icon from the icon menu in the top right corner of the page
- Check email for CSV export file.
- Navigate to Data Inventory Tab.