quick start guide - regulatoryportal.onesumxgrc.com · onesumx grc regulatory portal welcome to the...
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OneSumX GRC Regulatory Portal
Welcome to the Regulatory Portal Quick Start Guide.
The Regulatory Portal keeps you up to date on regulatory changes with daily personalized updates, dashboards and research capabilities. Improve your workflow with a structured and comprehensive view of regulatory change.
Technical Support:
Features
• Custom dashboards to track regulatory updates
• Regulatory updates linked to rules the update references, amended or was introduced
• Comprehensive regulatory library of summary records for all rules
• Ability to share updates via email• Ability to star updates• View the most shared and starred updates by
all Regulatory Portal users
Quick Start Guide
REGULATORY PORTAL
Dashboard Links to your custom panels of regulatory updates
Regulatory Library Links to document tree for Regulatory Library records
Regulatory Updates Links to document tree for Regulatory Update records
Keyword Search Text entry for keyword search, select ‘Library’ or ‘Updates’ to search either the Regulatory Library records or Regulatory Update records
CRN Library Link External link to the Compliance Resource Network library
Logout Click to logout of the Regulatory Portal
User Name Displays your user name
The Toolbar
Dashboard Panel
Regulatory Library
Search Compliance Resource Network Library
Dashboard
Check multiple updates to
Share Selected from dropdown
Updates
Number of new Regulatory Updates Email Alerts Selected
Filter panel to display updates that you have either starred or shared
Edit the Regulator, Update Type or panel title
Share update via email
Star update
Logout User NameSearch Library or Update Records
Quick Start Guide
REGULATORY PORTAL
Technical Support:
You can create a panel by an individual Regulatory Update Record type, for example ‘Financial Conduct Authority - Legal instruments’.
Check ‘Notify me on changes - Email’ to receive email updates.
You can also create a panel by multiple Regulators and Update Record types.
If you are creating a panel By Record select the regulatory and Update Record Type.
If you are creating a panel By Regulator select 1 or more Regulatory and 1 or more Update Record types
Select Panel Type
Select Update Records
Enter Panel Name
Creating a Dashboard Panel
Quick Start Guide
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Technical Support:
1. Link to the Source Document for the update
2. Summary text for the update
3. The updates Effective Date
4. Hyperlink to rules Introduced, Amended or Referenced by the update
5. View the ‘importance’ of the update inferred by the aggregated number of stars and shares for all Regulatory Portal users
Regulatory Update Records
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Technical Support:
1. Filter the Regulatory Library tree by Jurisdiction or Regulator
2. Navigate to the most recent Regulation summary record
3. Hyperlink to source regulation
4. The Regulations effective date
5. Hyperlinks to referenced updates for the selected Regulation including notices, interpretations, releases, etc.
Regulatory Library Records
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Technical Support: