Introducing Dashboard Filters in Policy & Evidence

Introducing the enhanced Policy and Evidence dashboard – a valuable tool for swiftly assessing the landscape of policies and evidence across departments, assignees, and frameworks. Currently, within our platform, there are column selectors at the graph level for data refinement. Recognizing the need for more comprehensive analysis, which requires the application of filters across all graphs simultaneously, this release introduces dashboard filters in both the Policy and Evidence modules.

Use Case

• Users can access the number of policies assigned to them across departments and frameworks by selecting their name from the Assignee filter.

• Admins can view the assignees and their respective departments working towards compliance with a particular framework by selecting the required framework from the Framework filter.

Dashboard Filters

Users have the flexibility to select one or more filters simultaneously, allowing them to drill down into the specific data they seek. The dashboard offers four primary filters. They are:

1. Assignee: This dropdown presents a comprehensive list of policy assignees, with a priority given to "No Assignee" and an option to filter user's own assignments marked as "Me".

2. Department: Users can easily navigate through all available departments and filter relevant ones with this drop-down.

3. Framework: This dropdown lists all frameworks present in the account.

4. Entity: This dropdown contains a comprehensive list of entities.

To enhance the user experience, the applied filters and selected column selectors are saved when users switch tabs between Dashboard and All Policies/Evidence. They are also saved when users click on a graph to view the narrowed-down list of evidence and policies and navigate to the policy/evidence table.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.