Findings are associated with metadata and labels that provide status and current standing. Visual cues using color in the platform also identify specific finding status states.
Findings can be in draft or published mode, and this status is provided visually within the Findings tab.
Findings in draft mode have an orange background row color and a dot next to the title. The published findings have a white background row color with no dot.
Analyst user roles cannot view draft findings, so publishing the finding before publishing a report allows other user roles within PlexTrac to see critical issues the client needs to address immediately without requiring the report to be completed.
Step 1: Navigate to the desired finding and click Edit under the "Actions" column.
Step 2: Update the finding status by clicking the toggle button to the desired state. Changes are autosaved.
Step 1: From the Findings tab, select one or more findings. An Actions button will appear.
Step 2: Click the Actions button and click Set Published Status.
Step 3: Toggle the publish status and click Save.
A finding can either be Open, In Process, or Closed. That status is displayed on the Findings tab.
Click here for the business rules on a question in an assessment that is assigned a status as a finding after the assessment is submitted.
Findings may also have a sub-status value. These do not exist unless added by an admin. Once added, they will be available to associate with a finding but are optional.
The Sub Status column is available when viewing findings in a report. It does not exist when viewing findings for a client.
Step 1: From the Findings tab, click the status button of the finding to change.
Step 2: Click Add Update.
Step 3: The "Add Update" model appears with any previously populated values. Use the pulldown menus to update Status, Sub-Status, and Assigned to values. Enter any optional comments to provide context.
Click Save.
The changes are reflected in the log notes of the finding status tracker, which can be viewed at any time by clicking the finding status label.
Step 1: From the Findings tab, select one or more findings. An Actions button will appear.
Step 2: Click the Actions button and click Assign/Update Status.
Step 3: The "Add Update" modal appears with any previously entered values. Use the pulldown menus to update Status, Sub-Status, and Assigned to. Enter any optional comments to provide context.
Click Save.
The changes are added to the selected findings.
