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.
You'll see that the menu is made up of seven main items which represent the compliance workflow:
There are also a few other sections above and below the main workflow:
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 matrix and rules mapping (drag and drop)
Rule updates
Controls: Control matrix, Control mapping (drag and drop)
Processes: Process matrix, Process mapping (drag and drop)
Topics: Topic matrix, Topic mapping (drag and drop)
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
Shared with us: Incoming shares
Shared by us: Outgoing shares
Events: Event matrix, Upcoming events matrix
Event design: Attestation design, Workflow design, Task design
MI Designer: Dashboards, Reports
Compliance documents: Custom, Rule pack documents
Audit History
Contracts (acknowledgement letters)
Records and files
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)
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!