Video Training for Overview: Status Tab
Audio Extract for Overview: Status Tab
Transcript and Screenshots for Overview: Status Tab
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.
In the Status tab, you can see the overall Data Integrity status of the risk management application.
Three different symbols are possible:
A green v-shaped symbol…
An orange Exclamation mark…
And, a red X-shaped symbol.
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.
The capacity and used columns display the current number of records used in each tab.
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.
The column IDs with Issues display the records included in…
… the columns Incomplete, Invalid and Errors.
There is also a Notes column where you can type some notes, if you need to.
If a module is hidden or deactivated, the Tab Link column mentions it as well as the column IDs with Issues.
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 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.
What this means is that, you would first address any issues in the tab at the top of list…
… before addressing issues in any tab underneath. And so on.
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…
… you would click on the link to the tab where the issue is located.
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.
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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