risk wizard webinar information sessions mark crichton label editor review wednesday 18 march 2015

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Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

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Page 1: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Risk Wizard Webinar Information Sessions

Mark Crichton

Label Editor ReviewWednesday 18 March 2015

Page 2: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Label Editor Functionality

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

The label editor allows every form field label and form section header in the system to be configured by the system administrator. Label changes are immediately effected throughout the Risk Wizard system. For example, changing the ‘Risk’ field label to ‘Business risk’ will result in the Risk field being relabelled in the following areas:• Risk input form• Risk register column header• Risk filter engines and all other linked filter engines• Linked risk grids in all products and records• Report designer• System setup for notifications• Dashboards• Calendar• Report filter and sort libraries• Change log

Page 3: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Modifying labels

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

The label editor is a Administrator function and is located under the ‘System Setup’ menu option. It’s accessible to those user’s with the ‘Administrator’ role.

Page 4: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Label Editor RegisterThe Label Editor Register works in a similar fashion to existing registers.

1. Click the pencil to edit the data item label.2. Allows a group of labels to be displayed, along the product themes.3. The labels can be exported to Excel, modified in bulk and then imported in

one process. Only the labels that are modified will be updated.4. Resets the ‘custom’ label back to the Risk Wizard default names for the

selected labels.5. Label register. Column are sorted by clicking on the header.

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

Page 5: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Making individual label changes

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

1. Select the product ‘Group’ to filter available fields.2. Click the pencil to edit the data item label.3. Write new label name, a description (optional) and save change.

Page 6: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Multiple field changes via Excel

1. Export the file to Excel.2. Make required changes to required fields.3. Save file as .csv format.4. Import file to label editor. Only the fields that have been modified will be processed.

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

Page 7: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

Moving between Default & Custom labels

Help Referencehttps://riskwizardhelp.atlassian.net/wiki/display/RWH20151/Label+editor

Each user can choose to display different set of the available information from the ‘Labels’ option under the User Links’, including:

Custom labels Combination Custom/Risk Wizard (default) labels

Risk Wizard (default) labels

Risk Wizard system/source labels

Page 9: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015

[email protected]

+ 61 3 9604 0899

• Help Desk• Technical Support• Training• Data Migration• Report Building Services

Risk Wizard Client Services

Page 10: Risk Wizard Webinar Information Sessions Mark Crichton Label Editor Review Wednesday 18 March 2015