Xactium Events

The Risk Heatmap Link can be found on all Business Unit Pages. This link takes you to a page where you can filter your Risks and display these on a heatmap. This is a useful tool for viewing a Business Unit heatmap a number of ways:

- With of without child business units
- By financial value, or one of your impact values
- Filtered by Risk Categories

Date: 17th April 2020
Time: 11:30 - 12:00

You're a User of Xactium Risk but have you ever thought about how best you could be using Xactium. This is the first part in a series of webinars that look at the process of using Xactium for managing your Risks, Controls, Incidents, and Metrics. This first webinar will look at how you can manage your Risk Assessments efficiently and without missing a due date again.

Date: 24th April 2020
Time: 11:30 - 12:00

Part 2 of our series of User webinars for Xactium Risk. This week we will go through the process of a Control Assessment, how you can manage your Controls and how others will view the data you provide.

Date: 1st May 2020
Time: 11:30 - 12:00

Xactium Compliance has been growing. More Objects have been added in the last year, including Suspicious Activity, PA dealings, Financial Promotions, and Conflicts of interest. We will look at the app as a whole and show how all the areas can make the role of a Compliance Manager much easier. We will also look at some great features for reporting and day to day management of Compliance Managers activities.

Date:15th May 2020
Time: 11:30 - 12:00

When you are building reports you can really drive into your data by apply filters and formulas. This webinar will look at some of the more tricky filters and how to get the correct records showing for your report.
We will look at how to:

- View records over specific time periods.
- Split reports by categories.
- Filter Dashboards
- Use the correct relative dates
- Add formulas to create additional rows.....and filter this!

Date: 5th June 2020
Time: 11:30 - 12:00

This webinar will be looking at using reports to get email notifications.

You can subscribe to reports and get scheduled emails. You can also set conditions of your reports so the email is received when data changes that you need to be notified about.

Learn how to do this and what types of reports you might want to build in this webinar.

Date: 19th June 2020
Time: 11:30 - 12:00