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Protecht ERM system demo

Key changes and improvements to Protecht ERM R11.1.

On-demand webinar

Release 11.1 of Protecht.ERM includes a big redesign of roles management, making it easier to create new roles and allocate the right permissions.

Join our Head of Product, Justin Eley and Adison Clarke, one of our Customer Success Manager, for a short webinar outlining some of the key changes that will be implemented in Protecht.ERM R11.1. This is a great opportunity to ensure you are maximizing all the features that Protecht.ERM has to offer, moving into 2023.

In this session, key features and changes that will be discussed include:

  • Adjusting roles and permissions for a simpler experience
  • Creating a data entry template
  • How to quickly access relevant videos, walk-throughs, and help pages
  • Resilience: replacing a placeholder with a linked process
  • Making a field or section required for state transitions 

Presenters

Justin Eley

Head of Product, Protecht

Matt Bayliss

Customer Success Manager, Protecht

Watch the recorded webinar

Key information and topics covered 

Here's a summary of the changes, along with some of the other new features coming with release 11.1:

Roles & permissions made simpler

  • Quickly create a role with either full access or data entry access: Each role aligns to a user type according to the permissions you choose to enable. Available permissions for the user types are easy to find and enable – either one at a time or in groups of related permissions. The user type is associated with your user licenses – allocating permissions at a higher level will change the role to the higher user type.
  • Find permissions easily under each module: When you create or open a role, permissions are easier to see and locate. They're grouped in the relevant module or register application – expand the section to see the permissions available.
  • Easily manage which users are assigned to a role: The role editor now shows you which users are assigned to the role, and allows you to quickly assign a new user, remove a user, or move a user to a different role.

Create a data entry template

  • Simplify data entry for your users with a pre-filled template for creating similar register entries.

Quickly access relevant videos, walk-throughs, and help pages

  • The Learn More icon now gives you easy access to a range of videos, walk-throughs, and help articles relevant to that screen.

Resilience: replace a placeholder with a linked process

  • Easily replace placeholder processes in your service map diagram with a linked process - either an existing one from the library or a new one created on-the-fly.

Make a field or section required for state transition

  • Status Transitions are now available in the conditional rule editor. You can select your transition in the controlling expression and then create a dependent action that makes the field or section required.

About the presenters

Head of Product, Protecht

Justin Eley is the global Head of Product for the Protecht Group. He has extensive experience in product management, delivery and transformation across the risk management software industry, with a focus on end-to-end customer-centric design.

Customer Success Manager, Protecht

Matt has been with the customer success team for the past year. His main focus in the team is ensuring his customers are getting the most out of their enterprise risk management system.