SoftExpert Risk widgets
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Introduction
Widgets are designed to transform large amounts of data into graphical dashboards.
During the creation of a portal, it is possible to add widgets that will allow for the presentation of information in a simpler way or enable operations to be performed more quickly, without the need to navigate through various menus.
Click here to learn how to create and perform other actions on a portal.
Click here to learn how to include widgets in a portal.
The SoftExpert Risk widgets will be presented below. The information should be considered when adding a new element to the portal already in edit mode.
SWOT Matrix
This widget displays the values of a SWOT matrix, registered in the SWOT Matrix (RI201) menu of SoftExpert Risk.
Click on it, drag it, and drop it into the desired area of the panel.
Checklist
This widget displays the main controls in a customizable list, allowing for easy monitoring.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button 
on the right side of the widget card. In the Settings section, enter a title for the card. In the Filter by section, select the data you want to be displayed in the list: Plan, Context, Business Unit Responsible Party, Control, Control Type, and Control Analysis.
After closing the portal editing, the list of controls will be displayed in the panel. If only one control analysis is defined to be displayed, the columns shown will be those configured in the visualization profile associated with the plan to which the analysis belongs. If it is defined that more than one control analysis will be displayed, the columns configured in the default SoftExpert Risk visualization profile will be shown in the list.
Opportunity list
This widget presents the main opportunities in a customized list, allowing for easy tracking.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button on the right side of the widget card. In the Settings section, enter a title for the card. In the Filter by section, select the data you want to be displayed in the list: Plan, Context, Business Unit, Element, Responsible Party, Team, Opportunity, Opportunity Type, and Opportunity Analysis.
After closing the portal editing, the list of opportunities will be displayed in the panel. If only one opportunity analysis is set to be displayed, the columns shown will be those configured in the visualization profile associated with the plan to which the analysis belongs. If more than one opportunity analysis is set, the columns configured in the default SoftExpert Risk visualization profile will be shown in the list.
List of plans
This widget creates a list for monitoring one or more plans, enabling tracking.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button on the right side of the widget card. On the screen that opens, enter a title for the card. If you want to view the plans by context, enable the "Group by context" option. Then, select the plans to be displayed in the card's list.
After closing the portal edition, the list of plans will be displayed on the dashboard, and a summary of the amount of risk per assessment will be shown.
List of risks
This widget presents the main risks in a customizable list, according to the desired level of grouping and filters.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button on the right side of the widget card. On the screen that opens, enter a title for the card and select the desired view type: data or chart. In the Filter by section, select the data you want to be displayed in the list: Plan, Context, Business Unit, Element, Responsible Party, Team, Risk, Risk Type, and Risk Analysis.
After closing the portal editing, the risk list will be displayed on the card. If only one risk analysis is defined to be displayed, the columns shown will be those configured in the visualization profile associated with the plan to which the analysis belongs. If more than one risk analysis is defined, the columns configured in the default SoftExpert Risk visualization profile will be shown in the list.
Plan
This widget allows you to view the plan from the perspectives of Structure, Risk, Opportunity, Control, Treatment, and Diagram.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button on the right side of the widget card. On the screen that opens, enter a title for the card and select the risk plan you want to display in the widget. Then, select the type of view to be applied to the risk plan presentation:
- Structure : This view allows you to visualize the structure of the items that make up the plan. The columns shown in this view will be those defined in the visualization profile associated with the plan. A side panel is also available, where you can quickly view the details of the item selected in the structure.
- Risk : This view allows you to visualize the risks associated with the plan. It is divided into three quadrants: the first quadrant shows the search filters, which allow you to locate the desired risks more easily; the second quadrant shows the risks associated with the plan's structure; and the third quadrant shows the details of the risk analysis selected in the second quadrant.
- Opportunity : This view allows you to visualize the opportunities associated with the plan. It is divided into three quadrants: the first quadrant shows the search filters, which allow you to locate the desired controls more easily; the second quadrant shows the controls associated with the plan's structure; and the third quadrant shows the details of the analysis of the control selected in the second quadrant.
- Control : This view allows you to visualize the controls associated with the plan. It is divided into three quadrants: the first quadrant shows the search filters, which allow you to locate the desired opportunities more easily; the second quadrant shows the opportunities associated with the plan's structure; and the third quadrant shows the details of the analysis of the opportunity selected in the second quadrant.
- Treatment : This view allows you to visualize the treatments associated with the risks of the plan. It is divided into three quadrants: the first quadrant displays the search filters, which allow you to locate the desired treatments more easily; the second quadrant displays the treatments associated with the risks of the plan structure; and the third quadrant displays the details of the treatment selected in the second quadrant.
After closing the portal edition, the risk plan will be presented according to the configured view.
GRC Portal
This widget presents risks, opportunities, and controls in a combination of views with grouped data, filters, and information from governance, risk, and compliance management, enabling the tracking and monitoring of risk management within the organization.
Click on it, drag it, and drop it into the desired area of the panel.
Once that's done, click the button on the right side of the widget card. On the screen that opens, enter a title for the card and select the reference context and a context. Then, select the desired view type for the card: data or chart. In the Group by section, select the data you want to be grouped in the view: Organizational Unit, Organizational Unit + Plan, Plan, Risk Type + Risk, and Risk. Finally, in the Filter by period field, enter a date so that the risk map information is loaded up to the selected date.
After closing the portal editing, the risk list will be displayed in the panel. If only one risk plan is defined to be displayed, the columns shown will be those configured in the visualization profile associated with the plan to which the analyses belong. If more than one risk plan is defined, the columns configured in the default SoftExpert Risk visualization profile will be shown in the list.
After closing the portal edition, the portal with the risks and controls will be displayed according to the configured options.