The Advanced Configuration feature in the System Admin module provides various options to the System Administrators to customize the application to suit their business and reporting needs. Using this feature, System Administrators can:
- Rename certain fields
- Add fields such as Department Group and Sub-Group that will help System Administrators to categorize users. Similarly, add Regions and Sub-Regions to categorize your Partners.
- Add custom fields to Partner and Internal User to capture additional information and for enhanced reporting.
- Define options for category fields such as Region/Sub-Region, Department Group/Sub-Group to suit their business.
- Configure which columns need to appear for screens such as My Assignments, to enhance usability.
The customizations made by the System Administrator will be applied throughout the application and to all users within the company. For example, a Private Equity Firm may rename Product to Fund, a BPO firm may rename Product to Service after which the screens (such as Documents, Assessments) will show Fund or Service instead of Product throughout the application. Similarly, if the Department Group field was enabled for Users, the Department will appear in the User Reports including Assignment Aging Report, Past Due Questions.
There are two main categories consisting of fields you can modify. The categories are as below:
This category is available to our Data Inventory users and comprises of three main fields available for configuration.
Configure Platform Settings: This feature allows you to customize the platform fields across the system and also configure screen columns. To enhance the user experience, System Administrators can now re-arrange, add, and/or remove columns to show only the information that they deem important for their business needs. The screens that are available for customizations are My Assignments, Active Assessments and Users. Click here to learn more about configuring the platform settings.
Configure User Fields: This feature allows you to customize the fields associated with your Internal Users. Changes are applied to your internal users for categorization and reporting needs. Click here to learn more about configuring user fields.
Configure Partner Fields: This feature allows you to customize the fields associated with your Partners. Changes are applied to your external partners for categorization and reporting needs. Click here to learn more about configuring partner fields.
Configure Product Fields: This feature allows you to customize the fields associated with your Partner Products. Changes are applied to your external partner products for categorization and reporting needs. Click here to learn more about configuring partner product fields.
Configure the Issue Management Module: This feature allows you to customize the fields associated with the Issue Management module. Changes are applied to Issues for tracking and reporting needs. Click here to learn more about configuring issues fields.