Rebecca Coyle

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Activity overview

Latest activity by Rebecca Coyle
  • Rebecca Coyle created an article,

    Editing Portal Layouts

    Who is this article for?  Super Users  Administered By Ownership of the Portal. A Portal is the first page seen by a User once they log in. They are fully customizable and can show information fro...

  • Rebecca Coyle created an article,

    Using Reports in Browser

    Who is this article for?  Report Users  Portal_Customise and Adminsterd By Ownership of the Portal  The functionality for Reports in Browser allows you to create Portal components to list User own...

  • Rebecca Coyle created an article,

    How do I use an Image in a Portal?

    Images uploaded to the Documents module in Pentana Risk can be used in Portals, Reports and Strategy Maps. Once uploaded an additional setting needs to be enabled for the document in order for it t...

  • Rebecca Coyle created an article,

    What does the Dashboards module unlock in Browser?

    Functionality from the Classic Home Portal modules, and the Dashboards module, have been combined into Browser Portals, a tool unique to Covalent Browser. Given that this is an all-new Module, your...

  • Rebecca Coyle created an article,

    Configuring the Feedback Module

     The Site_Admin Permission is required to configure all the features covered in this article.  Feedback Types Standard Feilds Feedback Closure Correspondance Templates Feedback Stages Default Own...

  • Rebecca Coyle created an article,

    Troubleshooting: Report and Dossier generation issues

    Checking Ownership Requirements Locked Reports A Document is not appearing in my Dossier The RAG Statuses are not appearing on my Strategy Map? Ownership Requirements Reports If a User is not in ...

  • Rebecca Coyle created an article,

    How do I configure default visibility?

    Default visibility is a feature that automatically adds a User or Role to an Ownership for new Items that are Created. Please note that this only affects items created going forward, any Items that...

  • Rebecca Coyle created an article,

    How do I move an Action in Browser?

    If you have an Action in Browser that you want to move to a different location, this can be achieved by using the Cut and Paste functions as described below Moving an Action into a Tree Moving a s...

  • Rebecca Coyle created an article,

    How do I configure the 'First Tab'?

    First tab layouts for Actions, PIs, Risks, Inform/Feedback and Assessments/Audits can be edited via the 'Site Admin' section in the 'Go To...' menu. This tab will be the first screen within the Not...

  • Rebecca Coyle created an article,

    How can I format my PI data?

    As KPI data sources can come in a range of data types and formats, the PI module in Pentana Risk allows you to format your data in a number of ways across data types. This guide will explain the st...