Implementation Roadmap | Eramba learning portal

Episode 6

Customization

In this phase, we will customize every module in the scope of your use cases.

In this phase, you will customise the forms and filters of every module in the scope of your use case.

Phase Instructions:

On the left panel, click on "All Use Cases". Read the documentation and then complete tasks.
On the left panel, click on the "Use Case" you previously selected. Read the documentation and then complete tasks.

Required Learning:

Implementation Tasks:

Identify which modules are in the scope of your Use Cases
For each one of these modules, hide all fields you don't need
For each one of these modules, create fields and tabs that you miss
For each one of these modules, re-order fields across the form
For each one of these modules, adjust the "All Item" filter by hiding and adding columns

The following chapters must be completed on EVERY MODULE in the scope of your use cases.

Required Learning:

Implementation Tasks:

Enable or Disable the Policy Portal
Define which role will perform reviews by creating custom roles and necessary and configuring review inheritance on Policies, Assets and Risks

Required Learning:

Implementation Tasks:

Required Learning:
- Customization course
- Filters course
- Online Assessment course
Implementation Tasks:
- Define your OA strategy
- Create Custom fields on the OA module to fit your evaluation strategy
- Adjust OA Filters to show your evaluation strategy
- Adjust User Account Filters to show suppliers (optional)
- Adjust related entities' default filters to include OA count