For Admins: Configuration

The Configuration screen is where administrators customize the Internal Audit tab appearance on Audit records and configure the search fields available on the Employees page. Click the Configuration card from the Settings screen to open it.

The Configuration screen is divided into two sections: Internal Audit Tab Settings and Employee Search Settings.

Internal Audit Tab Settings

The Internal Audit Tab Settings section controls the display name and grid color coding of the Internal Audit tab on Audit records.

How can I modify the Tab Name?

1. In the Tab name field, enter the label you want to display on the Internal Audit tab of Audit records.

How can I personalize the grid colors?

The Grid colors settings control how cells in the Internal Audit tab grid are color-coded based on keywords. When a cell contains a matching keyword, it displays in the associated color.

1. In the Not Missing Documents Keywords field, enter the keywords that indicate a document is present and in good standing. Separate multiple keywords with a comma and no space (e.g., good,complete,received). Click the color swatch to select the color that cells containing these keywords will display.

2. In the Missing Documents Keywords field, enter the keywords that indicate a document is missing. Separate multiple keywords with a comma and no space (e.g., missing,absent,not received). Click the color swatch to select the color that cells containing these keywords will display.

Employee Search Settings

The Employee Search Settings section controls which search fields are available on the Employees page. Administrators can add, edit, reorder, and delete search fields here.

How do I add a search field?

1. In the Add Search Fields area, complete the following fields:

   Field	Description
   Field Label	The label that appears on the Employees page search field (e.g., Search, Employee Name).
   Field Type	The input type for the search field. Select from: Text, Number, Date, Dropdown, Email, Phone, or Checkbox.
   Mapping to Database Fields	The database field or fields this search field queries (e.g., firstName, lastName, department). Separate multiple fields with a comma.

2. Click Add Field. The new field appears in the Fields Layout area below.

How can I configure the fields layout?

The Fields Layout area displays all currently configured search fields. Each field shows its label and the database field it maps to.

• Reorder fields — drag a field to a new position to change the order in which it appears on the Employees page.

• Edit a field — click the edit icon next to a field to update its label, type, or database mapping.

• Delete a field — click the delete icon next to a field to remove it.

What should I do if I have a problem with ERM?

If you are unable to log in to ERM or if you encounter a problem with one of the modules in ERM, please submit a ticket in our Support Portal.