Implementation Process
In which Implementation Phase do we perform discovery over the customer's data and processes?
Solution Phase
How do you access the Database Toolbox?
1.Add Toolbox Admin role to your user
2. Turn on ?debug
3. Open experience
What data type is at the center of our Controls Management solution?
Control
What database report will we always build from scratch for our Controls Management customers?
Risk and Controls Matrix (RCM)
How much time should you allow for Peer Review?
Once you submit for peer review, the expectations is that the reviewer has 3 days to complete their initial review. Once this is complete allow for 1-3 days to implement and chat through their comments. Communication is key, when possible give your peer reviewer a heads up and check that they have capacity!
Where do you track and manage Issues and Action Plans?
Remediation Experience
What customer provided file drives the majority of our Discovery and Design of the build?
Risk and Controls Matrix (RCM)
What are some key property types?
String - Longstring, markdown
Number
Integer
Date
Bit
What are the key back end build steps in the Build Phase?
Mapped customers RCM
Committed the RCM
Imported Supplemental Data
Can we as implementers configure the Request Experience?
Nope.
If your customer doesn't use the term "Issue," what are some other naming conventions to watch out for that may be used to define the same thing?
Deficiency, Finding, Observation
(Bonus: Action Plans may be called CAPs (corrective action plans))
When should you add a new property or add a new edge rather than repurpose an existing property or relationship?
If the RCM includes a column of data that is very similar to something that already exists in the standard model, we would try and repurpose existing properties or data types and simply update the label of these model elements. If the data is unlike anything we have by default in our model or acts differently than our out of the box properties and data types, we would want to add a new property or create a new data type to keep the model clean and easy to understand.
When should Peer Reviews take place during the implementation?
1. Solution Phase Review - After making initial account configuration updates and before Solution Confirmation kicks off
2. Build Phase Review - After mapping and modeling the RCM, before Committing the data to the database
Explain some key (and exciting!) features of the Reports experience
It aggregates information from our database and displays it in a spreadsheet like view
The data forms and reports are synced, if you make an update in a report it is reflected on the data form and vice versa
You can create customer table views
You can create useful visuals via charts
You can create user centric reports ensuring you only see data pertinent to you
Where would you go to visualize relationships between edges?
1. Database Toolbox -> Graph Structure -> Visualization
When would you add the following annotations in an output line in a database report?
--edge
--asc
--desc
--collapse_tree
--readOnly
--filterQuery
--hidden
--edge - Relationship is added to report output
--asc - Want data to be organized from A-Z or smallest number to highest
--desc - Want data to be organized from Z-A or highest number to smallest
--collapse_tree - Want all hits of an output to be condensed into one cell, along with any additional columns of data that is stemming from this relationship
--readOnly - Do not want the column to be editable
--filterQuery - Want to see specific results in this column that is defined based on this filter
--hidden - Do not want column to be editable
What steps need to take place before you can work in the database?
1. Have the appropriate roles
2. Partition Account
3. Import shell via Workspace Data Management
4. Turn on ?debug
What Does GRC stand for?
Governance, Risk, and Compliance.
Your customer has a column of data in their RCM that does not align to the standard model. What steps would you take to add this new data type and tie it to the Control data type?
1. Navigate to the Full Model within the Model experience
2. Copy the yaml of a data type that is similar to the one you are trying to create
3. Paste the yaml at the end of the Full Model and edit the yaml to align to the new data type you are trying to create
4. Commit changes
5. Navigate to the Control data type within the Model and add a new edge tying back to the new data type you just created (note, it may make sense to add this edge on the new data type rather than on Control)
6. Commit changes
Explain the pathway you would take to create a custom test phase type form
Data Experience > Form Definition > Locate the Test Forms > Duplicate standard Test Phase form > Update form as needed, and ensure id tied to the Test Phase Type is added to the name of the new form you are creating