Knowledge base

Getting Started (1)

An introduction to understand our platform CGR.

Introduction to CGR (3)

• System Overview & Requirements
• Navigating CGR
• What are Registers?

General Use (1)

Understand the basics and learn about general use.

Manage Your Records (1)

• How to Create, Edit & Delete a Record

Dashboards (1)

Learn about customisations of dashboards.

Dashboards (3)

• Dashboard Manager
• Advanced Dashboard Templates
• Managing Dashboard Templates

Risk Management (1)

Learn about all risk specific functionalities in CGR.

Controls (1)

• Sharing Control Fields

Administration - System (5)

Learn about your linkings, reports, history activities etc.

Images (1)

• Get Started With Images

Links (1)

• Get Started With Internal & External Links

Reports (2)

• Creating Your Report Themes as a System Administrator
• Creating Custom Filters As A System Administrator

Notices (1)

• Understanding Notices

History Activities (1)

• History Activities

Administration - Configuration (6)

Learn about configurations on your server.

Custom Types & Fields (3)

• Custom Types
• Custom Fields
• Sub-Panels: How to Add Them

Workflows & Automations (4)

• Workflow Statuses: Overview & Functionalities
• Workflow Transitions
• Email Notifications

View all 4

Admin Templates (1)

• Clone Templates

Schemas & Forms (2)

• Schemas
• Custom Forms

Tutorials (1)

• Tutorials

Deleted Items (1)

• Restoring a Deleted Record

Administration - Users, Organisation Structure & Security (7)

Understand users, roles, permission and how they work.

Registers (1)

• Adding a Register

Roles (2)

• Setting up Roles
• Merging Roles

Users (4)

• Users
• User Log in & Single Sign On
• Adding Users

View all 4

Teams (3)

• Teams
• Team Management
• My Teams

Security Groups (1)

• Security Groups

Permission Sets (1)

• Permission Sets

Shared Permissions (1)

• Shared Permissions

Administration - Risk Matrices & Ratings (2)

Learn to configure your risk ratings.

Risk Matrices (3)

• Risk Matrices
• Rating Transformation
• Mapped Ratings

Rating Strategies (1)

• Rating Strategies

Administration - Integrations (3)

Learn about integrations to CGR.

Applications (3)

• Applications
• How to Login to Mobile App
• API v2 Authentication

AI Meter (1)

• AI Meter

Provisioners (1)

• CGR Foundation SCIM2 Integration Guide

Administration - Customisations (3)

Learn about customisations of the CGR design.

Indicator Outcomes (1)

• Indicator Outcomes

LTFIR Measurement Units (1)

• Lost Time Injury Frequency Rate - LTIFR

Risk Assessment Roles (1)

• Risk Assessment Roles

Administration - Import & Export (3)

Information to master import & exports.

CSV Imports (2)

• CSV Imports
• CSV Exports

Universal Imports & Exports (1)

• Universal Imports & Exports

Orphaned Items Report (Filtered) (1)

• Orphaned Items Report (Filtered)

FAQs (1)

Frequently asked questions

FAQs (120)

• Why is my sub-panel title different from the module name?
• Can I create lookup options on the go ?
• Why is a default lookup not listed on the 'Add Item' form ?

View all 120

Version Release Knowledge Base (2)

Changelog Documents and Videos

Version 4.23 (1)

• CGR Risk Management & Assurance Platform 4.23

Previous Version Documentation (1)

• CGR Risk Management & Assurance Platform 4.22