When you log in for the first time after our 'Ruleguard' switchover, you'll see a notification asking you if you'd like to trial the new experience.
Clicking Switch now will take you to your settings page, which you can also access by using the 'Home' menu item, then going to 'My Settings' and finding the 'Set experience' section:
Once you change from 'Version 3' to 'Version 4' here, the page will reload and you'll see the new look and feel.
Using the new Ruleguard look and feel
You'll see that the menu is made up of seven main items which represent the compliance workflow:
- Rules: The obligations your organisation needs to comply with
- Control environment: What you do in order to comply
- Accountability: The individuals that take ownership of compliance matters. This was called 'Oversight' in the old look and feel and is the home for all SMCR functionality.
- Risk: What could go wrong, and what has gone wrong (risk events, issues and breaches)
- Third parties: Information shared with other firms
- Assurance: Automation and evidence features such as attestations and task checklists
- Reporting: Management information and other documents
There are also a few other sections above and below the main workflow:
- Dashboard: Your action list and inbox
- Organisation: Organisation design features (currently relevant to Accountability module users only)
- Admin: System configuration options
- Logout: Use this to leave Ruleguard
Navigation
Just click on one of the sub-menus to go to that screen.
Many of these sub-menus now hold a collection of related features that were sometimes found in different places before. Similar items are always grouped together but you may find things slightly different in the new experience.
Rules
Rules: Rules matrix and rules mapping (drag and drop)
Rule updates
Control environment
Controls: Control matrix, Control mapping (drag and drop)
Processes: Process matrix, Process mapping (drag and drop)
Topics: Topic matrix, Topic mapping (drag and drop)
Accountability
Responsibilities: Responsibility matrix, Responsibilities maps, Responsibility delegation
People: People matrix, Reporting lines
Risks: Risk matrix, Risk mapping (drag and drop)
Issues: Issue matrix (organised by issue type)
Issue tasks: Issue task matrix
Third parties
Shared with us: Incoming shares
Shared by us: Outgoing shares
Assurance
Events: Event matrix, Upcoming events matrix
Event design: Attestation design, Workflow design, Task design
Reporting
MI Designer: Dashboards, Reports
Compliance documents: Custom, Rule pack documents
Audit History
Contracts (acknowledgement letters)
Records and files
Admin
Users and Permissions: Users, User groups, Roles
Data library (was Address Book)
Tags
Entity configuration (now holds custom field, type, and stage configuration for all Ruleguard data items such as controls, risks, issues, etc)
Style and colour
Apart from the menu, you'll see that everything on Ruleguard looks a little bit nicer now. Nothing has changed in how it actually works with this update, so you should find yourself right at home once you've gotten used to getting around! That being said, if you do find anything amiss or are having trouble, please reach out to the team at support@ruleguard.com and we'll leap into action to help you out.
We hope you enjoy the new experience - welcome to Ruleguard!