Finding Status
Findings are associated with metadata and labels that provide status and current standing. Visual cues using color in the platform are also utilized to easily identify specific status states when browsing.
Each finding has its own flag that identifies if in
draft or published status. This flag impacts how findings are reported in analytics and available for viewing outside of reports.Findings in draft mode have an orange background row color and an orange dot next to the title. Findings that are published have a white background row color with no dot.
Analyst user roles cannot view draft findings, so publishing the finding prior to publishing a report allows other user roles within PlexTrac to see critical issues that the client needs to address immediately without requiring the report to be completed.
Findings can be
Open, Closed, or In Process. 
A finding that is imported from a parser or integration will receive the value mapped to the related field in the source tool per the business rules. If no mapping exists, the finding is imported with a Status value of
Open.Click here for the business rules on how findings receive a status value when originally a question in an assessment.
Findings may also have a sub-status field, which are custom values added by an admin in the Admin Dashboard.
The Sub Status column is available when viewing findings in a report. It does not exist when viewing findings for a client.
Step 1: Navigate to the desired finding and click Update.
Step 2: Update the finding status by clicking the toggle button to Published. Changes are autosaved.
Step 1: Select all or multiple findings from the Findings tab of a report or client. An Actions button will appear.
Step 2: Click the Actions button and select "Set Published Status".
Step 3: Toggle the publish status and click Save.
Step 1: Navigate to the desired finding in a report or through the client and click the value in the Status column.
Step 2: Click Add Update.
Step 3: The "Add Update" modal appears with any previous values entered. Use the pulldown menus to update values for Status, Sub-Status, and Assigned to. Enter any optional comments to provide context.
Click Save.
The changes are reflected in the log notes of the status tracker.
Step 4: Click the circle to add an additional update. Click the x in the upper right-hand corner to exit.
Step 1: Select all or multiple findings from the Findings tab of a report or client. An Actions button will appear.
Step 2: Click the Actions button and select "Assign/Update Status".
Step 3: The "Add Update" modal appears with any previous values entered. Use the pulldown menus to update values for Status, Sub-Status, and Assigned to. Enter any optional comments to provide context.
Click Save.
The changes are added to the selected findings.
Last modified 1d ago