Video Training for Overview: People Register Tab
Audio Extract for Overview: People Register Tab
Transcript and Screenshots for Overview: People Register Tab
In this training, I will give you an overview of the People Register tab in Managenable® risk template software.
In the Home tab, the link towards the People Register tab is available under the People section.
The People Register tab contains information about people involved in any and all other tabs.
For instance, these people may be Objective Owners…
Risk Reviewers; and so on.
In the People Register tab, the validity of each record in this tab is available on the leftmost column.
For more information on the Validity Status in Register tabs, please refer to the relevant training.
The column People Name is where you enter the name of all the people involved throughout the risk management tool.
Each name must be unique for the risk management application to function properly.
If you enter a People Name which already exists, the alert Dupli is displayed beside the duplicated items.
Also, you do not have to enter those names by alphabetical order.
Indeed, wherever people names are used in a drop-down list, those names will automatically be presented by alphabetical order.
For example, in the Objective Register tab, when we want to select an objective owner, the list of people to choose from is automatically sorted by alphabetical order.
And there is an even more interesting feature.
If you change any People Name, this change will be automatically reflected in all relevant records in all tabs.
If you decide to change this people name to correct a spelling mistake, or to replace it altogether, you simply do so in the People Register tab.
Then, throughout the risk application, in all tabs, and for all records where you previously selected this People name, those records are automatically updated with the new name.
You do not have to reselect the name in any data tab.
This great feature tremendously speeds-up any update you may need to apply, and this dramatically improves data integrity in the risk workbook.
The column Position is where you enter the position the people has within the organization.
The column Structure is where you select the Structure where this people belongs.
The following columns are where you select Custom Lists’ items.
The column Date Reviewed is where you type the date when you last reviewed each and every record.
Finally, the last column, Notes, is where you may keep some notes.
Additional Help & Training
Download the Risk Template in Excel