Define Study Level Critical Data and Processes in the RACT

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Permissions: Users must have the RACT Assessment Read Write or RACT Configure privilege to add and manage critical data and processes. 

Global-level critical data and processes are automatically added to study-level critical data and processes when a study is created. For studies that have been already created, critical data and processes need to be added manually or imported at the study level.

Study-level Critical Data and Critical Processes are accessed from study-specific landing pages. 

Critical data and processes should be defined for a study prior to creating risk statements and conducting an assessment. Defined critical data and processes are available for selection within a risk statement.

The actions for managing critical data and critical processes are the same. 

  1. Select a study from the RACT Landing Page.
  2. Click Critical Data / Critical Processes in the left navigation.
    SL_CriticalDataProcess.png

View the list of existing (if available) critical data / critical processes. Columns can be sorted, fixed, and filtered. The number in the blue badge indicates the number of rows in the filtered list. Use the buttons and icons at the top right to add or delete critical data / critical processes, navigate through pages (if there are multiple pages), import or export an Excel or CSV file, and identify whether filters are applied to any columns. 

Add Critical Data / Critical Process

  1. Click the Add Critical Data / Add Critical Process button.
  2. Title: Enter the title.
  3. Description: Enter the description.
  4. Save: Automatically saves when you click outside the row.

Edit Critical Data / Critical Process

  1. Click in the field of the row you wish to edit.
  2. Make the change. 
  3. Click outside the field. Changes are automatically saved.

Important: All required fields must be entered for changes to be automatically saved.

Delete Critical Data / Critical Process

  1. Select the item to delete.
  2. Click the Delete Critical Data / Process button.
  3. The 'Are you sure?' confirmation window displays. Click Confirm to delete, or Cancel to cancel your actions.

Import Critical Data / Critical Processes

An Excel or CSV file can be used to import critical data / critical processes. Users can create their own template with the columns Title and Description, or, if there are existing entries, they can first export the file, update it, and then import it.

  1. Click the Import icon in the top right. The Import window will open.
  2. Drop and drop or click to browse for the Excel or CSV file.
  3. Click Import.

Export Critical Data / Critical Processes

  1. Click the Export icon in the top right. 
  2. Select Excel or CSV. The file downloads to your computer.

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