How To

This section of Privacy-Now® guide introduces how to use the main functionalities of the tool.

Dashboards

Dashboards are automatically presented when logging to the system for the first time. The following dashboards are available:

• General
• Access Requests
• Actions
• Audits
• Consents
• Data Breaches
• Issues / Non Conformities
• Privacy Impact Assessments
• Processing Activities
• Risks

Apart from the General dashboard, which presents information from several processes, each dashboard is dedicated to a privacy management process.

Dashboards are composed of widgets (see the figure below).

Example of dashboard widget.

Widgets are generally configured to be interactive. Clicking on a part of the widget with the left mouse button opens a context menu which presents the following options:

- Open Ticket List, allowing to open a list of the records which correspond to the result clicked in the widget;

- Break Down, allowing to drill down into the shown dimension;

- Back, allowing to return to the upper dimension from which the drill down was done.

Depending on the subscribed packaged, dashboards can be directly created or configured by users. However, the guide to customize them is not included in this wiki. Additionally, Dashboards are continuously improved and clients suggestions are welcome to this aim.

Finally, remember that the trial subscription has limited access to the dashboards.

Menus and Views

Menu items are accessible from the left menu bar of the and they may launch functionalities or views.

Example of view.

In views records can be sorted with column headers and paged with paging commands.

It is also possible to filter data. Pressing on the magnifier icon activates the grid filtering fields. They work logically in AND and they filter the records in view. The GO command activates the entered criteria and the RESET command removes them.

PRINT prints the selected (using tick boxes column) records cards. A new browser window is opened for each card. PRINT LIST prints the selected recors list. EXPORT TO EXCEL export the selected data in Excel format.

News

News is a service functionality used by Privacy Now® staff to publish information about the service. Typical information may be announcements of new features or information on maintenance windows or service issues. News are scrolling titles in the news box positioned after below the left application menu. Just click on a scrolling news to access its detailed content.

Records Management

Create

Creating new records, including users, is done by accessing and navigating the Add New menu item.

Self service area to add new records.

Just click on the item you want to create and this opens a dialog box where you can enter the related description or just press Create to generate a new record. Press Close to exit without creating.

Update

Record update screen.

Reports

TBC

Search and Filters

TBC