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.

Documentation of decisions

Here, documents and plain text information can be recorded that document any decisions made regarding the report(s).

In the processing notes grid, you can enter or edit notes for processing. Changing the status of the dossier also leads to the creation of new entries.

Documentation of decisions

Reports, reviews, hazard situations, measures, and controls

Under "Reports", reports can be assigned to the dossier.

Linked reports

The other tabs can be used to link any reviews, hazard situations, measures, and/or controls that were created/conducted in conjunction with the report. When assigning reviews and hazard situations, it is also possible to also assign any measures and controls that are linked with the selected reviews/hazard situations with the dossier immediately.

Relevant hazard situations

Relevant measures and controls