Customizing terms, fields, and notifications
You can perform the following:
- Create your own custom project types
- Customize terms associated with the default project types
- Add custom fields which can be identified as mandatory and, optionally, include a default value
- Display or hide fields and tabs
- Configure reminder notifications
Displaying or hiding fields in the Projects app has no impact in the Reports app. Since Views are pre-defined in Reports, all fields are automatically available, regardless of whether they are enabled or disabled.
Permissions
Project Admins and Project Type Admins can create and delete custom project types and customize terms associated with the default project types. Project Type Admins may only perform these functions for project types to which they are assigned.
Create a project type
Create a project type to support a customized project or framework structure and workflow.
Rich text fields cannot exceed 524,288 characters.
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
Copy a project type
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
Customize terms, fields, or notifications
Customize the terminology associated with the default project types, add custom fields, display or hide fields and tabs, and configure reminder notifications.
Updating the configuration of current project types impacts all active projects, archived projects, and frameworks.
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
- Select the appropriate tab, configure settings, and click Save.
Result The changes to the project type are saved.
Customization options
Caution
If you disable sign-off configuration settings in Project's project type settings, the control items (Walkthrough, Test plan, Testing) will not appear in the Assessments app.
- Walkthrough tab > Sign-off configuration > Walkthrough Results
- Test Plan tab > Sign-off configuration > Test Plan detail
- Testing > Sign-off configuration > Testing Round detail
Do not disable this sign-off level if you will use the Assessments app.
Note
Enabling and disabling fields/tabs only impacts whether the field/tab displays in the user interface. Any data that you enter and save is always retained. Reports display all entered data, regardless of whether the field / tab is enabled or disabled.
Field | Field type(s) | Default term | Remarks |
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Name | Text |
specifies the name of the project type The name is displayed in the Project Type dropdown list when you create a new project or framework, or update project or framework settings. |
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Description | Text | specifies details about the project type | |
Term for project | Text | Project |
specifies the term for "project" used in your organization For example, a project may be referred to as an audit, an engagement, a program, or an initiative. |
Term for Budgeted Hours | Numeric | Budgeted Hours | These fields display on the Settings page in a project and in the Scheduler. |
Term for fieldwork start date | Date | Fieldwork Start Date | |
Term for Target Completion Date | Date | Target Completion | |
Term for Certification | Text | Certification | specifies the term for "Certification" used in your organization |
Term for Certifications | Text | Certifications | specifies the term for "Certifications" used in your organization |
Term for Planned Start Date | Date | Planned Start Date |
Note If enabled, planned start and end dates for a project can be defined when you edit project details in the Scheduler, but the dates are not included in the chart. Caution Changing the project type of a project permanently removes any data associated with these fields. |
Term for Planned End Date | Date | Planned End Date | |
Term for Actual Start Date | Date | Actual Start Date | |
Term for Actual End Date | Date | Actual End Date | |
Term for Planned Milestone Date | Date | Planned Milestone Date | |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Enable creating new projects with this type | Boolean |
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Field | Field type(s) | Default term | Remarks |
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Planning overview | |||
Enable Planning | Boolean |
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Term for Planning | Text | Planning | |
Term for Background | Rich Text | Background | |
Term for Scope | Rich Text | Scope | |
Term for Purpose | Rich Text | Purpose | |
Term for Planning File | Text | Planning File | |
Term for Planning Files | Text | Planning Files | |
Custom Planning attributes |
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specifies custom fields that display on the Planning or Reference page Maximum 10 Select Required to mandate that the user enter a value. Tip You can define fields that apply to the overall project. For example:
Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Planning files | |||
Term for Planned Start Date | Date | Planned Start Date |
Caution Changing the project type of a project or framework permanently removes any data associated with these fields. |
Term for Planned End Date | Date | Planned End Date | |
Term for Actual Start Date | Date | Actual Start Date | |
Term for Actual End Date | Date | Actual End Date | |
Term for Planned Milestone Date | Date | Planned Milestone Date | |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Custom Planning Files attributes |
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specifies custom fields that display on the Planning Files > Details page in a project and on the Reference Files > Details page in a framework associated with the project type Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on the Planning Files > Details page in a project and on the Reference Files > Details page in a framework associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term | Remarks |
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Term for fieldwork | Text | Fieldwork |
specifies the label for the Fieldwork tab Note To customize the label for Fieldwork Reports, configure the Fieldwork Reports term under the Results tab on the Configure Project Type page. |
Term for section | Text | Section | |
Term for sections | Text | Sections | |
Term for reference | Text | Reference | |
Term for division/department | Text | Division/Department | |
Term for owner | Text | Owner | |
Term for executive owner | Text | Executive Owner | |
Term for Planned Start Date | Date | Planned Start Date |
Caution Changing the project type of a project or framework permanently removes any data associated with these fields.
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Term for Planned End Date | Date | Planned End Date | |
Term for Actual Start Date | Date | Actual Start Date | |
Term for Actual End Date | Date | Actual End Date | |
Term for Planned Milestone Date | Date | Planned Milestone Date | |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Custom Attributes |
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specifies custom fields that display on the Objective Details page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
Field | Field type(s) | Default term | Remarks |
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Enable Narrative | Boolean |
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Label for narratives tab | Text | Narratives | |
Term for narrative | Text | Narrative |
specifies the term for "narrative" used in your organization For example, a narrative may be referred to as a process narrative, process description, or control guide. |
Sign-off configuration | |||
Preparer | Required | Preparer |
specifies the sign-off configuration that displays on the Narratives tab in projects and frameworks associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term(s) | Remarks |
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Risks | |||
Term for risk control matrix | Text | Risk Control Matrix | |
Abbreviation for risk control matrix | Text | RCM | |
Term for risk | Text | Risk | |
Term for risk ID | Text | Risk ID | |
Risk Scoring Factors | |||
Term for risk impact | Text | Impact |
If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score. For more information, see Assurance components. |
Choices for risk impact | Dropdown | Low, Medium, High |
You can add new choices and remove the default values. Note
To configure an assessment driver for risk impact, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice. Note
You cannot specify a risk weight for Impact. |
Terms for risk likelihood | Text | Likelihood |
If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score. For more information, see Assurance components. |
Choices for risk likelihood | Dropdown | Low, Medium, High |
You can add new choices and remove the default values. Note
To configure an assessment driver for risk likelihood, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice. Note
You cannot specify a risk weight for Likelihood. |
Add Risk Scoring Factor | Text and Dropdown |
specifies custom fields to display on the Risk page Maximum eight If assurance is enabled, all risk scoring factors are multiplied together to produce the inherent risk score. Once the page is saved, the Risk Score Calculation box automatically updates to show how the inherent risk score will be calculated for the project type. For more information, see Assurance components. Note
To configure an assessment driver for a custom risk scoring factor, you must add at least two choices. Assessment drivers cannot be configured for risk scoring factors that only have a single choice. Caution Deleting a custom risk scoring factor permanently removes the field and all associated data from all relevant projects and frameworks. |
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Custom Risk attributes |
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specifies custom fields to display on the Risk page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
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Controls | |||
Show Controls tab | Boolean |
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Term for control | Text | Control |
specifies the term for "control" used in your organization For example, a control may be referred to as a procedure. |
Term for controls | Text | Controls |
specifies the term for "controls" used in your organization |
Term for control ID | Text | Control ID | |
Term for owner | Text | Owner | |
Enable Prevent or Detect | Boolean |
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Term for prevent or detect | Text | Prevent or Detect? | |
Choices for prevent or detect | Dropdown | Prevent, Detect, N/A | You can add new choices and remove the default values. |
Enable Control Method | Boolean |
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Term for control method | Text | Method | |
Choices for control method | Dropdown | Authorization, Management Review, Reconciliation | You can add new choices and remove the default values. |
Enable Control Status | Boolean |
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Term for control status | Text | Status | |
Choices for control status | Dropdown | Key Control, Non Key Control, Obsolete | You can add new choices and remove the default values. |
Enable Frequency | Boolean |
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Term for control frequency | Text | Frequency |
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Choices for control frequencies | Dropdown | Continuous, Multiple Times Daily, Daily, Weekly, Bi-Weekly, Monthly, Quarterly, Semi-Annually, Annually, As Needed |
You can add new choices and remove the default values. Sample size is automatically set based on the logic of two control attribute fields: Frequency and Type. For more information, see Executing procedures and testing controls |
Enable Type | Boolean |
|
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Term for control type | Text | Type | |
Choices for control types | Dropdown | Manual Control, Application/System Control, IT Dependent Manual Control, IT General Control |
You can add new choices and remove the default values. Sample size is automatically set based on the logic of two control attribute fields: Frequency and Type. For more information, see Executing procedures and testing controls |
Custom Control attributes |
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specifies custom fields to display on the Control page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration | |||
Preparer | Required | Preparer |
specifies the sign-off configuration that displays on the RCM tab in projects and frameworks associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Control tagging | |||
Include assertions? | Boolean | If you require more granular reporting on how controls impact financial statements, select Yes to enable tagging controls with either 5 relevant assertions or 13 relevant assertions. | |
Include COSO principles? | Boolean | Select Yes to enable tagging controls with the 17 COSO principles to comply with the 2013 updates to the COSO framework. |
Field | Field type(s) | Default term | Remarks |
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Enable Walkthrough | Boolean |
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Label for walkthrough tab | Text | Walkthroughs | |
Term for walkthrough | Text | Walkthrough |
specifies the term for "walkthrough" used in your organization For example, a walkthrough may be referred to as a test of design, procedure result, an outcome, or an audit step result. |
Term for walkthrough results | Rich Text | Walkthrough Results | |
Term for is the Control design appropriately | Text | Is the control designed appropriately? | |
Choices for is the Control designed appropriately | Dropdown | Designed Appropriately, Design Failure | |
Term for Planned Milestone Date | Date | Planned Milestone Date |
Caution Changing the project type of a project permanently removes any data associated with these fields. |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Custom Attributes |
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specifies custom fields to display on the Walkthrough page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration — Walkthroughs | |||
Preparer | Required | Preparer |
specifies the sign-off configuration that displays on the Walkthroughs summary tab in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Sign-off configuration — Walkthrough Results | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on individual Walkthrough pages in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term | Remarks |
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Enable Test Plan | Boolean |
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Term for Test Plan | Text | Test Plan | |
Enable Testing Method | Boolean |
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Term for Testing Method | Text |
Testing Method |
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Choices for project testing methods | Dropdown | Inspection, Observation, Inquiry, Reperformance |
You can add new choices and remove the default values. |
Enable Total Sample Size | Boolean |
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Term for Total Sample Size | Text | Total Sample Size |
You can add new choices and remove the default values. |
Term for Test Steps/Test Attributes | Rich Text | Test Steps/Test Attributes |
The field displays on the Test Plan page. |
Custom Test Plan attributes |
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specifies custom fields to display on the Test Plan page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects and frameworks. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration — Test Plan | |||
Preparer | Required | Preparer |
specifies the sign-off configuration that displays on the Test Plan summary tab in projects and frameworks associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Sign-off configuration — Test Plan detail | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on individual Test Plan pages in projects and frameworks associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
|
Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term(s) | Remarks |
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One testing round | Text | Testing |
The labels that display in the project correspond to the number of testing rounds you have specified for the project. For more information, see Projects app settings. |
Two testing rounds | Text | Interim, Final | |
Four testing rounds | Text | Q1, Q2, Q3, Q4 | |
Term for testing results | Rich Text | Testing Results | |
Term for did this control operate effectively | Text |
Did this control operate effectively? |
|
Choices for control ratings (To maintain backwards compatibility, and ensure that Assurance and other calculations work, each configured rating must be mapped to either a Pass or a Fail.) |
Boolean | Pass or Fail |
You can edit the term for each level of control rating. Two control ratings, one for Pass and one for Fail, cannot be deleted or have the rating changed. Select Add+ to add a term. Up to 10 terms may be created. Cautions Deleting a control causes the affected ratings to fall back to the default pass or default fail depending on the Pass/Fail setting for that control rating. Changing a control from Pass to Fail or vice versa will not affect records prior to the date of the change. |
Term for Planned Milestone Date | Date | Planned Milestone Date |
Caution Changing the project type of a project permanently removes any data associated with these fields. |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Custom Attributes |
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specifies custom fields to display on the Test Details page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration — Testing Round | |||
Preparer | Required | Preparer |
specifies the sign-off configuration that displays on the Testing summary tab in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized. At least one sign-off level is required for this tab.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Sign-off configuration — Testing Round detail | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on individual Test pages in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term(s) | Remarks |
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Term for Results Tab | Text | Results | |
Term for Conclusion/Rating | Text | Conclusion/Rating | |
Term for Management Response | Rich Text | Management Response | |
Term for Results File | Text | Results file | |
Term for Results Files | Text | Results files | |
Term for Fieldwork Reports | Text | Fieldwork Reports | |
Term for Supporting Workpapers | Text | Supporting Workpapers | |
Opinion Options | Dropdown | Excellent, Good, Satisfactory, Needs Improvement, Unsatisfactory |
defines the values displayed in the Conclusion / Rating dropdown list in the Results tab on the Project Results page You can add new options and remove the default values. |
Results Files | |||
Term for Planned Start Date | Date | Planned Start Date |
Caution Changing the project type of a project permanently removes any data associated with these fields. |
Term for Planned End Date | Date | Planned End Date | |
Term for Actual Start Date | Date | Actual Start Date | |
Term for Actual End Date | Date | Actual End Date | |
Term for Planned Milestone Date | Date | Planned Milestone Date | |
Term for Actual Milestone Date | Date | Actual Milestone Date | |
Custom Attributes |
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specifies custom fields to display on the Result Files > Details page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
|
Sign-off configuration | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on the Result Files > Details page in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type(s) | Default term(s) | Remarks |
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Issue details | |||
Label for issues tab | Text | Issues |
specifies the label for the Issues tab in projects associated with the project type |
Term for issue | Text | Issue |
specifies the term for "issue" used in your organization For example, an issue may be referred to as an observation or a recommendation. |
Term for title / headline | Text | Title/Headline | |
Term for issue description | Rich Text | Description | |
Term for owner | Text | Owner | |
Enable Recommendation | Boolean |
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Term for recommendation | Rich Text | Recommendation | |
Term for issue type | Text | Issue Type |
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Issue Types | Dropdown | Deficiency, Significant Deficiency, Material Weakness, Management Recommendation | You can add new values and remove the default values. |
Enable Severity | Boolean |
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Term for issue severity | Text | Severity | You can add new values and remove the default values. |
Severity Values | Dropdown |
High, Medium, Low |
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Scope and escalation | |||
Enable Issue ID | Boolean |
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Term for issue ID | Text | Issue ID |
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Enable Risk/Impact | Boolean |
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Term for issue risk/impact | Rich Text | Risk/Impact |
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Term for date identified | Date | Date Identified | |
Enable Scope | Boolean |
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Term for issue scope | Text | Scope | |
Scopes | Dropdown | Local, Global | You can add new values and remove the default values. |
Enable Escalation Level | Boolean |
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Term for escalation level | Text | Escalation Level |
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Escalation Levels | Dropdown | Owner, Executive, Board | You can add new values and remove the default values. |
Enable Cause | Boolean |
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Term for issue cause | Rich Text | Cause | |
Enable Effect | Boolean |
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Term for issue effect | Rich Text | Effect | |
Enable Cost Impact | Boolean |
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Term for issue cost impact | Numeric | Cost Impact | |
Enable Executive Summary | Boolean |
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Term for executive summary | Rich Text | Executive Summary | |
Enable Executive Owner | Boolean |
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Term for executive owner | Text | Executive Owner | |
Enable Project Owner | Boolean |
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Term for project owner | Text | Project Owner | |
Actions | |||
Term for action status | Text | Status | |
Choices for action status | Dropdown | Opened, Awaiting Management Response, Management Remediating, Remediated - Awaiting Verification, Audit Verifying, Re-Opened, Completed | You can add new values and remove the default values. |
Term for action priority | Text | Priority | |
Choices for action priority | Dropdown |
|
You can add new values and remove the default values. |
Term for remediation deadline | Date | Remediation Deadline | |
Term for actual remediation date | Date | Actual Remediation Date | |
Remediation Statuses | Dropdown | Opened, Awaiting Management Response, Management Remediating, Remediated - Awaiting Verification, Audit Verifying, Re-Opened, Closed |
You can add new values and remove the default values. |
Term for retest deadline date | Date | Retest Deadline Date | |
Term for actual retest date | Date | Actual Retest Date | |
Follow-up and remediation | |||
Term for overall status | Text | Overall Status | |
Term for remediation plan | Rich Text | Remediation Plan | |
Custom attributes | |||
Custom Issue attributes |
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specifies custom fields to display on the Issue Details page Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
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Custom action attributes |
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specifies custom fields to display in the Action form Maximum 10 Select Required to mandate that the user enter a value. Caution Deleting a custom attribute permanently removes the field and all associated data from all relevant projects. Note Only five custom attributes will appear on custom dashboards generated in the Reports app. Reports does not support the maximum of 10 custom attributes. |
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Sign-off configuration — Issues | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on the Issue Information tab in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Sign-off configuration — Follow-up & Remediation | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on the Follow-up & Remediation tab in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer | |
Sign-off configuration — Retest Information | |||
Preparer | Boolean | Preparer |
specifies the sign-off configuration that displays on the Retest Information tab in projects associated with the project type The number of sign-off levels, as well as the term for each level of sign-off, can be customized.
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Detail Reviewer | Boolean | Detail Reviewer | |
General Reviewer | Boolean | General Reviewer | |
Supplemental Reviewer | Boolean | Supplemental Reviewer | |
Specialty Reviewer | Boolean | Specialty Reviewer |
Field | Field type | Default | Remarks |
---|---|---|---|
Send recurring reminders | Boolean | Weekly |
Select Daily, Weekly, or Monthly from the dropdown list to indicate the frequency that reminder emails will be sent for outstanding items (open or overdue actions / requests). Reminder emails start sending at 00:00 UTC. Weekly reminders send on Mondays, and monthly reminders send on the first day of the month. Reminder emails about actions and requests send prior to and after the due date until the items are closed, deleted or assigned to another person. If the person assigned to the item is removed from the project, or the project is archived, reminder emails also stop sending. |
Send reminders prior to due date | Boolean |
Select this option to set a custom schedule for reminder notifications based on "x" number of days before the due date of the action/request. You can specify up to five custom notification frequencies. If the due date of an action / request has passed, or if no due date is set, reminder emails are sent on the default frequency (Weekly) or specified recurring reminder frequency (Daily or Monthly). |
Note
If you enable only regularly recurring reminder emails without additional scheduled reminders "x" days prior to the due date, Diligent One sends the regularly recurring reminders both before and after the due date.
However, if you enable both notification types, Diligent One sends only the reminders on the custom schedule before the due date, and sends only the additional regularly recurring reminders after the due date has passed.
Field | Field type | Default | Remarks |
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Statuses | |||
Open | Text | Open |
Notifications must be enabled for the initial request status. |
Custom status term | Text |
Select + Add to add additional request statuses. Reminder notifications will be sent while the request is in any status with notifications set to Enabled. Reminder notifications will not be sent while the request is in any status with notifications set to Disabled. |
|
Received | Text | Received |
Notifications must be disabled for the final request status. |
Assign a Risk Owner
You can assign a risk owner in projects. The risk owner can edit all risks in the Projects app.
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
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In the Projects name field, click the project you want to assign a Risk owner.
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Select Fieldwork.
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Under the Audit area list, select Go to overview.
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Select Project plan.
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Select the risk.
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In the Attributes section, in the Owner field select the Risk owner.
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Select the checkmark to confirm.
Contributor type and descriptions
You can disable a project type to stop using it in future projects, All risk owners can edit an assigned risk.
Contributor Type Description Contributor User Access to assigned risks, narratives, requests, issues.
Contributor Tester Access to assigned risks, narratives, walkthroughs, tests, requests, and issues.
Contributor Manager Access to all requests and issues.
Disable a project type
You can disable a project type to stop using it in future projects, but to leave active, archived, and temporarily deleted projects associated with it intact.
Note
If you rollforward a project that is associated with a disabled project type, the new project still uses the disabled project type. You can edit the new project to associate it with an active project type instead.
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
- Under Enable creating new projects with this type?, select No.
- Click Save.
Result The project type is disabled. Projects that are associated with the project type are not affected.
Delete a project type
Delete a project type to permanently remove it.
Note
You cannot delete project types that are associated with active projects, archived projects, temporarily deleted projects, or frameworks.
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
- Click Delete Project Type.
- Click OK.
Result The project type and all associated work is permanently removed.