New Home Page

Modified on Mon, 20 Jan 2020 at 10:33 PM

The new home page now has four sections that provides users with daily updates.


These are a collection of small panels that provide you with a current snapshot based on your scope. Some examples of the panels included here are Number of Past Due Audits, Number of Missed Audits,Number of Pending Mitigations etc. You can click on these panels to view the list and more details. Click on the gear to show/hide panels and rearrange them.

Note: You will not see this section if you only have the auditor role.

My Summary

These panels are only for the items assigned to you. Click on the gear to show/hide panels and rearrange them.

My Activity Panel

This panel lists all the activities you can do right now. It has been updated to include quick search, sorting, and filtering options. Also, all the activities are now grouped to highlight the due date. 

Show All Button - To view, filter or sort all the activities on the panel you can click on the Show All button.

This panel also includes any documents awaiting your approval and if there are any delete requests pending approval (provided the feature is turned on).

Upcoming Activity Panel

Upcoming Activity panel lists all audits that have been assigned to you in the next 90 days. If Request to delete is enabled (Settings > Site Settings > Audit Schedule Maintenance > Upcoming Audits), this is where auditors can star that process.

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