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 of views.

News

TBC

Reports

TBC

Search and Filters

TBC