Priorities Components

Users can view and access all priorities related to their tenancy on the Priorities home page. This view provides options for sorting and filtering on multiple fields.

Clicking the priority row or View under a priority's "Actions" column directs users to the priority Details summary page, including additional tabs for Findings and Assets.

Details Tab

The Details tab provides the priority description, recommendation, treatment, and any assigned tags. The column on the right provides additional information about the priority.

Findings Tab

This tab displays all findings contained in the priority.

Bulk Actions

Bulk action options appear after one or more findings are selected on the home page by clicking the checkbox to the far left of the finding title field or by clicking the box next to the column header.

Click Actions to see the list of options.

Configuring Table View

The table view can be customized by clicking the column view icon to the right of the search bar.

Once clicked, a modal appears that lists all fields. To remove a column, click X within the bar.

Fields that are required do not have an X available.

When fields are removed, an "Add Column" pulldown menu is added at the bottom left of the modal to store the field. Any removed fields can be added later by clicking Add Column and selecting the field to add.

This modal represents the sequence of fields provided in the table, meaning the bar on top will be the column on the table's far left.

The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired sequence place.

Click Save when finished.

Assets Tab

This tab displays all assets contained in the priority.

Bulk Actions

Bulk action options appear after one or more findings are selected on the home page by clicking the checkbox to the far left of the finding title field or by clicking the box next to the column header.

Click Actions to see the list of options.

Configuring Table View

The table view can be customized by clicking the column view icon to the right of the search bar.

Once clicked, a modal appears that lists all fields. To remove a column, click X within the bar.

Fields that are required do not have an X available.

When fields are removed, an "Add Column" pulldown menu is added at the bottom left of the modal to store the field. Any removed fields can be added later by clicking Add Column and selecting the field to add.

This modal represents the sequence of fields provided in the table, meaning the bar on top will be the column on the table's far left.

The order of columns can be adjusted within this modal by clicking the six dots on the left of the bar for a field and dragging the bar to the desired sequence place.

Click Save when finished.

Additional Configuration

Admins do additional setup and configuration in the Admin Dashboard.

It is recommended to read the admin settings documentation first before using priorities to understand the impact each setting has on the experience.

Tenant Level Settings

Priorities can be set to either at the tenant or client levels. This is configured under "General Settings" of the Admin Dashboard.

Contextual Scoring

PlexTrac allows admins to leverage a priority score equation instead of the manual approach of setting a score based on likelihood and impact. Equations can be enabled and customized under the "Automations" section of the Admin Dashboard.

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