Video Training for Getting Started: What You Must Know First
Audio Extract for Getting Started: What You Must Know First
Transcript and Screenshots for Getting Started: What You Must Know First
In this training, I will briefly explain what you must know first, before using Managenable® risk template software.
This risk management tool is very powerful, yet very simple to use.
But you must know and apply a few things to ensure an effective and enjoyable experience.
The first thing which is recommended to do is to close all other Microsoft® Excel workbooks which are open.
The reason is that any change in the risk management workbook would trigger a recalculation of all open workbooks, and vice-versa.
Therefore, the frequent recalculations could seriously slow down the response time and become quite annoying.
You simply enter values in cells, or select items in drop-down lists, and possibly click on a button.
It is recommended to reduce the ribbon, so that more cells are included in your active window.
To hide the ribbon, simply click on the Ribbon Display Options on the top right corner of the Microsoft® Excel window, and click on either Auto-hide ribbon, or Show tabs.
To show again the full ribbon, simply click on Show Tabs and Commands.
In this risk management tool, the categories of tabs are color coded.
For example, the leads of all risk tabs, are red, like the header of the Risk section in the Home tab.
The leads of all remediation tabs, are orange, like the header of the Remediation section in the Home tab.
And so on, for all the other sections and tabs.
This makes it very easy to identify the various groups of tabs.
Navigation between tabs within the risk workbook can entirely be done using hyperlinks.
Indeed, there are more than 2100 of them throughout the risk application.
It is the recommended way to navigate.
All tabs where you need to enter data, and all tabs that you need to create a risk profile, are directly reachable from the Home tab.
In turn, the Home tab can itself be reached from the top left corner of all tabs.
Also, all tabs contain at least one training link.
A training link is located on the top left corner of each tab.
When you click on a training link, this opens your default web browser, and goes to a specific page on our website.
This webpage is dedicated to the tab where you clicked the link.
So you can immediately reach the training you need.
In this risk management tool, you enter data only in cells with a white background.
There are 2 types of cells where to enter data
Cells where you can enter a free text.
And, cells where you can select an item in a drop-down list.
You can instantly recognize cells where a drop-down list is available, by the triangular sign in the header.
Also, all dates are displayed using the ISO8601 Standard, whereby dates are formatted with the year first, then the month, and finally the day.
Sometimes, you may need to enter into a cell, and add several lines into that cell.
As a reminder, in Microsoft® Excel workbooks, you can enter into a cell by simply selecting it and pressing F2 on your keyboard.
And, to add a new line within a cell, you would simply press Alt and Enter on your keyboard.
By only pasting Values, you will not paste the other attributes, seen and unseen, of the source you copied, such as Conditional Formatting, and so on.
By not pasting those additional attributes, you will preserve the integrity of the risk management tool.
To only paste the values, you right click where you want to paste, and select the 123 symbol in the contextual menu.
Even if it is recommended to keep this feature activated, it is a good practice to remember to paste values only.
As a side note, if you intend to transfer data from another register into this risk management application, you will need to first turn off Manage Window Activation, and, Manage Protection, in the Options tab, otherwise, you will not be able to paste anything from outside the risk application.
When a tab is activated, all cells with formulas are automatically protected, so that you may not accidentally change or delete them.
Finally, when you select an item in a drop-down list, this triggers a refreshing of many formulas, so that the risk workbook is always up-to-date.
Therefore, it is recommended to pay attention to the calculation progress, and wait it is completed before moving on.
This is usually instantaneous, or very quick, depending on various factors, including your computer configuration.
Anyway, you can always press F9 on your keyboard to refresh all calculations at any time.
Additional Help & Training
Download the Risk Template in Excel