Training Topic • Overview: Status Tab

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In this training, I will give you an overview of the Status tab in Risk Managenable® template software.

In the Home tab, the link towards the Status tab is available on the top right corner.

When you click on that link, you reach the Status tab.

Status Link In Home Tab

Status Link In Home Tab

 

In the Status tab, you can see the overall Data Integrity status of the risk management application.

Status Tab

Status Tab

 

Three different symbols are possible:

A green v-shaped symbol…

Validity Status: Valid

Validity Status: Valid

 

An orange Exclamation mark…

Validity Status: Incomplete

Validity Status: Incomplete

 

And, a red X-shaped symbol.

Validity Status: Invalid

Validity Status: Invalid

 

Any status that is different than the green one, is a cause for concern, and must be addressed.

In the Status tab, you can also see the validity status of each tab.

Validity Status Column

Validity Status Column

 

The capacity and used columns display the current number of records used in each tab.

Capacity Used Columns

Capacity Used Columns

 

The columns Valid, Incomplete, Invalid, and Error, give you the count of records and their percentage relative to the total number of records used.

Any item in the columns Incomplete, Invalid and Errors must be addressed.

Valid: Incomplete, Invalid, and Error Columns

Valid: Incomplete, Invalid, and Error Columns

 

The column IDs with Issues display the records included in…

IDs With Issues: Column

IDs With Issues: Column

 

… the columns Incomplete, Invalid and Errors.

Incomplete, Invalid, and Error Columns

Incomplete, Invalid, and Error Columns

 

There is also a Notes column where you can type some notes, if you need to.

Notes Column

Notes Column

 

If a module is hidden or deactivated, the Tab Link column mentions it as well as the column IDs with Issues.

Hidden Modules

Hidden Modules

 

Modules are shown and hidden, or activated and deactivated, in the Options tab.
For more information on the Options tab, please refer to the relevant training.

If a Custom List is available, but not activated, the Tab Link column mentions it, and, the column IDs with Issues displays the comment Not Applicable.

Custom List Not Activated

Custom List Not Activated

 

Custom Lists are activated or deactivated in Custom Lists tabs, by filling up or leaving empty, the title of each list.
For more information on Custom Lists’ tabs, please refer to the relevant training.

The best approach for addressing issues, or any data integrity status which is different than Valid and green is to do so from the top down.

Issues Resolving Sequence

Issues Resolving Sequence

 

What this means is that, you would first address any issues in the tab at the top of list…

Issues Resolving Sequence 1

Issues Resolving Sequence 1

 

… before addressing issues in any tab underneath. And so on.

Issues Resolving Sequence 2

Issues Resolving Sequence 2

 

Issues Resolving Sequence 3

Issues Resolving Sequence 3

 

The reason is that many issues in a tab may propagate and create some issues in other tabs.

Therefore, if you address issues in certain tabs, let’s call them, root tabs, this could automatically address some other issues in related tabs.

After identifying the IDs with Issues in the relevant column…

IDs With Issues

IDs With Issues

 

… you would click on the link to the tab where the issue is located.

IDs With Issues: Resolving Sequence 1

IDs With Issues: Resolving Sequence 1

 

In that tab, you would find the record and address the issue.

Then you would come back to the Status tab, and find the next tab with issues, if any.

IDs With Issues: Resolving Sequence 2

IDs With Issues: Resolving Sequence 2

 

You may find that some or all other issues may have been automatically addressed, because the root cause you just corrected, was previously propagating some issues, which is not the case any more.

In summary, the Status tab is where you can easily check the overall data integrity of the risk workbook, and identify any issue very quickly.

 

 

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