Akten/en

To simplify the processing of reports, they can be bundled in dossiers. Dossiers can, for example, be used to document decisions regarding multiple reports. Dossiers can be created for myriad purposes.

A report can be assigned to exactly one dossier. Which dossiers exist and by which criteria reports are assigned is up to you. Reports could be bundled in dossiers by month or quarter of receipt just as well as by topics, such as data privacy or security.

Reviews, hazard situations, measures, and controls, which have come up in conjunction with the report, can also be viewed, created or linked in a dossier.

Overview dossiers

Master data

In the master data the dossier can be described and advisors can be assigned for the linked reports.

Master data of a dossier

Complete editing

A dossier can only be completed, if all assigned reports are also closed.

If open reports are still present, those will be displayed and can be closed with a reason.

Complete dossier open reports

If adaptations or corrections need to be made after the fact, the dossier can be reactivated for editing.

Dokumentation der Entscheidungen

Hier können Dokumente und Texte hinterlegt werden, die Entscheidungen zu den Meldungen dokumentieren.

Dokumentation der Entscheidungen

Meldungen, Überprüfungen, Gefährdungslagen, Maßnahmen und Kontrollen

Im Punkt Meldungen können Meldungen zur Akte hinzugefügt werden.

Zugewiesene Meldungen

Die anderen Punkte können verwendet werden, um Überprüfungen, Gefährdungslagen, Maßnahmen und Kontrollen, die im Zuge der Meldungen erstellt/durchgeführt wurden, zu verknüpfen.

Relevante Gefährdungslagen

Relevante Maßnahmen und Kontrollen