OneTrust - Configuring and Filtering the Risk Register
You can configure the Risk Register to display the information from different fields and to filter based on specified criteria.
To configure the Risk Register
- On the IT Risk Management menu, select Risk Register. The Risk Register screen appears.
- Click the Column Editor icon. The Column Selector modal appears.
- Configure the fields as necessary. For more information, view the Column Selector Screen Reference.
- Click the Apply button.
- On the IT Risk Management menu, select Risk Register. The Risk Register screen appears.
- Click the Filter icon button . The Filter pane appears.
- Configure the filter as necessary.
- Click the Save button.
- Click the Apply button.
You can organize the risks that appear in the Risk Register. You can also customize your own personalized view to manage your risks.
- On the IT Risk Management menu, select Risk Register. The Risk Register screen appears.
- To create a custom risk saved view, apply your filters and column views as needed.
- Click the Risk View Selector to open the view selector.
- Click the Save As button. The Create View modal appears.
- Enter a name for your saved view.
- Enable the setting to make the view public if you would like to allow others to use this view.
- Click the Create View button. The custom saved view is now available.
You can update and delete saved views you have implemented for the Risk Register screen.
- On the IT Risk Management menu, select Risk Register. The Risk Register screen appears.
- Click the Risk View Selector to open the view selector.
- Click the Manage Views button. The Manage Views modal appears.
- Make changes as necessary. For more information, see Manage Views Screen Reference.
- Click the Save button.
Field |
Description |
---|---|
Set Default View for All Users |
Site Admins can set default view for all users in the organization. |
Select Default View |
Site Admins can select the default view for all users. |
My Default View |
Select the view that you want displayed by default. |
View Name |
Edit the name of the selected view. Click the Update button to apply your changes. |
Make this View Public |
Enable this setting to allow other users to use the selected view. |
Delete View |
Click the Delete View button to delete this view. |