Super Users can add new RAG grids to their system in a few simple steps.
You may have a limit to the number of these you can have in your contract so adding new grids may result in extra charges. If you are unsure, please check with support before proceeding.
Step 1. Go to Settings > Compliance > Compliance Types
Step 2. Name your compliance type
Click ‘Add new’ and on the details tab enter the name of your new compliance grid. Then select Display in Menu.
Step 3. Link to a data entity type
On the 'Members' tab, choose an entity type i.e. Property, Users etc. Ensure to select the 'Member' box as well as the ‘Display As Default Grid Page Loads’ checkbox.
Save your changes at the bottom of the grid.
Step 4. Create a compliance template
Go to Settings> Compliance > Compliance Templates. Select ‘Add New’ to create a new template.
Step 5. Complete the details
Name the template with an appropriate title, fill in the description and choose the 'Compliance Type' that you created in the previous steps. The mandatory fields in the compliance template page are:
- Template Name
- Compliance Type
Once you have entered the information you need, save your changes.
Step 6. Populate your grid
The steps below have created the shell of your new RAG grid. You now need to add the assets and compliance rules, as well as ensure that the users that need it, can see it:
- Adding a compliance rule - This is how to create the rules that you want to monitor in the grid
- Templates and mapping - Once you have a rule, this is how to map it to an asset within your grid template
- Role security - Any new grid will have a new feature row added to role security, this controls security access and visibility