How do I configure the 'Go To..' menu?

• What Options Does a User Have Visibility Of?
• Module Options
• Configurable Options
• Classic Options

What Options Does a User Have Visibility Of? 

You are able to see which options a particular User has visibility of by going to the 'Go To... Menu' tab of the User's notebook. Depending on which options the User has visibility of, this tab will contain the following panels:

• Go To... Menu- Lists which options the User has visibility of on their Go To... Menu. This list is split into two sections; direct ownership of options and inherited (via a Role) ownership of Options.
• Option 1- If the User has visibility of Option 1, this panel will be shown detailing which items within the Option the User has visibility of. 
• Option 2- If the User has visibility of Option 2, this panel will be shown detailing which items within the Option the User has visibility of. 

In the below example, Option 1 has been renamed to 'Documentation', and Option 2 has been renamed to 'User Management'. 

Module Options 

By default, the 'All Users' role will have been added to each of the options available for your site. Depending on which modules your site has enabled, the following options will be available to configure visibility of:

• Actions
• Appraisals
• Feedback
• PIs
• Policies
• Risks
• More (Scorecards, Categories, Documents, Report Queries, Users, Roles, Permissions)
• Option 1 (Customisable Menu option)
• Option 2 (Customisable Menu option)
• Classic

The visibility of the above options can be configured via the following:

1. Login to Browser and select 'Site Admin' > 'Go To... menu' from the Go To... Menu

2. Click on the header of the Module that you wish to edit

3. Select 'Who can see this option'

4. An add/remove pop-up window will then be displayed. Here you can assign visibility of the Go To... menu module option. For example, only the Risk team may need visibility of the Risk option on their Go To... menu, so adding their Role to the visibility of the options will limit it to only their eyes. 

        

The module options that a Site administrator has visibility of is unaffected by changes made to these in Site Options. A Site Admin will always have visibility of all of the module options available. 

Configurable Options

Configurable Options allow Site Admins to have greater control over the items that are under the More section. There is the ability to not only chose the contents of each custom option, but also chose which Users have visibility of each of these. Each site has two custom options available. The items that can appear in these options are the following:

• Scorecards
• Categories
• Document Search
• Document Browse
• Report Queries
• Users
• Roles
• Permissions

The Configurable options can be configured via the following:
 

1. Login to Browser and select 'Site Admin' > 'Go To... menu' from the Go To... Menu

2. Click on the Header of either 'Option 1' or 'Option 2', depending on which one you wish to edit

3. From the drop-down list, select one of the following:

• Who can see this Option
  1. An add/remove pop-up window will then be displayed. Here you can assign visibility of the Go To... Menu Configurable Option. 

• What appears in this Option
  1. An add/remove pop-up window will then be displayed. This is where you can choose which items you would like to add to the Option. For example, you may want items related to Documents and Reports all under their own Option on the Go To... Menu.

4. Now that there have been items added to the option, additional configuration options will become available on the Options header

• Rename Option
  1. By default, the Configurable Options are named 'Option 1' and 'Option 2'. An edit name pop-up window will be displayed where you able to rename the Option. The name of the Option will be used on the Go To.. Menu

• Change who can see option contents
  1. Now that items have been added to the Option, you are now able to edit the visibility of each of these. An add/remove pop-up window will be displayed, where you can assign visibility of the item. There will be an option on the drop-down list for each of the items added to the Option

Unlike the module options, the Configurable options that a Site Administrator has visibility of is affected by changes made to these in Site Options, and they don't automatically have visibility of these.

Classic Options

Classic options enable Users to access the Classic version of Pentana Risk via Browser. These options open Pentana Risk Classic at the corresponding screen without having to login again. Depending on which modules your site has enabled, the following Classic options will be available to configure visibility of:

• Report Central
• Report Layouts
• Assets
• Audits
• Compliance 
• Consultations
• Incident Central
• Policies

For Users with the Site Admin permission, an Audit Trail option will also be available. 

The Classic options can be configured via the following:

1. Login to Browser and select 'Site Admin' > 'Go To... menu' from the Go To... Menu

2. Click on the Header of 'Classic'  

• Who can see this option
  1. An add/remove pop-up window will then be displayed. Here you can assign who has visibility of the Classic option on their Go To... Menu.

                 ​

• Change who can see option contents
  1. You are also able to edit the visibility of each item within the Classic option An add/remove pop-up window will be displayed, where you can assign visibility of the item. There will be an option on the drop down list for each of the items available in the Classic option

The Classic options that a Site administrator has visibility of is unaffected by changes made to these in Site Options. A Site Admin will always have visibility of all of the Classic options (including Audit Trail) available.