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Conform User Guide

Use the Calendar

Open it from Calendar, just under Home in the menu.

Placeholder: The Calendar, month view
The month view.

Views

  • Month - six weeks, Monday first, today circled. Click a day to list what's on it.

  • Agenda - the next 30 days, day by day, with anything overdue at the top.

Mine or Everyone

  • Mine - things you can work on where they are now (your workflow roles allow it), things assigned to you, and your reminders.

  • Everyone - everything in the tenancy that you're allowed to see.

Filter by feature

Show just Assessment, Testing, Findings or Actions dates.

Each item

  • i - a quick look: what it is, which unit or test, the date, who has it.

  • > - go straight to it.

What appears

Feature

Dates

Assessment

Units due and overdue; units coming back to the Back-Log; cards about to pass their warning or alert days in a stage; the risk appetite review; appetite exceptions ending; quarter ends; appetite drafts waiting for approval (for approvers).

Testing

Regular tests, retests, new dates after "couldn't test", overdue tests, the yearly Testing Plan review.

Findings

Fix-by dates, acceptances ending, the yearly Remediation Standards review.

Actions

Due and overdue actions; done actions waiting to be verified (for verifiers).

You

Your reminders.

Upcoming strips

Home shows the next 14 days from everything. Each feature's dashboard shows a strip with just its own dates, and Open calendar opens the Calendar filtered to that feature.