System View

SD Elements has introduced System View, a feature that enables users to group projects across different Business Units and Applications.

Purpose

The purpose of creating a System View is to consolidate a group of projects, representing a dedicated application or product line. This enables aggregated reporting and, in the future, a more unified view across multiple projects. By providing a system-wide perspective, this functionality helps users analyze and manage related projects more effectively, uncover key insights, identify trends, and enhance decision-making across their organization.

This user guide outlines how to manage a System View and explores its various use cases within SD Elements.

Enable a System View

Before Managing System Views, administrators must enable the feature. In order to use this feature, an administrator will need turn on the System View feature flag via the UI or API. The administrator will need to have the "Turn On Feature Flags" permission to do this.

Prerequisites:
  • The user has the permission Organization → Manage features.

Steps:
  1. Navigate to the System (gear icon) tab.

  2. Select Features.

  3. Under System View, Check the System View checkbox.

    System View Feature Flag
  4. Click Save.

The System View feature will be activated and available for use in the SD Elements instance, both via UI and API.

System View Permissions

Once the feature has been enabled within the SD Elements instance, only users with specific permissions will be able to manage this functionality. As this requires access to all projects - users will be required to have 2 specific permissions which allows you to Edit All Projects & View All Business Units.

Prerequisites:
  • Global role→ Administrator→ Edit All Projects

  • Global role→ Administrator→ View All Business Units

Managing System Views

Users with the appropriate permissions will see a new tab in the navigation panel titled "System View." Clicking this tab redirects them to a dedicated homepage where they can create and manage System Views.

Creating & Editing System View

Users can manage System View with the API and will also have full access to create and edit a System View under the homepage.

To Create a System View:
  • Navigate to the System View homepage.

  • Click the Create System View Button at the top right corner

    Create System View Form
  • It will redirect you to a new page where you will be able to add a name, description & select up to 10 projects

  • Once ready, click the Create Button & you will be redirected to the System View homepage with the newly created System View listed in the table

To Edit a System View:
  • Navigate to the System View homepage.

  • Select a desired System View you’d like to edit and click the Edit Button

    Edit System View Form
  • You will be redirected to the Edit System View form with details of the existing System View

  • Once you have updated the details, click save and it will redirect you to to the System View homepage with the new updates

Deleting a System View

In the event you no longer require a System View, you have the option to delete the entry via UI or API. Deleting a System View will not delete the projects themselves.

To Delete a System View:
  • Navigate to the System View homepage.

  • Under the desired System View, click the Delete Button.

    Delete System View Form
  • You will be asked to confirm the deletion of this view

  • Once confirmed, the System View will be deleted and removed from the System View homepage

Managing a Compliance Report under a System View

After successfully creating a System View, you can navigate over to the Compliance Report homepage to start generating compliance reports for your selected System View. From there, you’ll also be able to view and manage reports and data in real time.

Creating & Editing a Compliance Report

In order to create a compliance report, users will need to navigate into a System View in order to successfully create a report

To Create a Compliance Report:
  • Click on the desired System View you wish to use.

  • This will redirect you to that specific System Views Compliance Report homepage

    Compliance Reports List
  • Click the Create Reports Button at the top right corner

    Create Compliance Report Form
  • It will redirect you to a new page where you will be able to add a name, description & select a regulation

  • Once ready, click the Create Button & you will then be redirect to the newly created report page

    Compliance Report Details
To Edit a Compliance Report:
  • Click on the desired System View you wish to use.

  • This will redirect you to that specific System Views Compliance Report homepage

  • Select a desired Compliance Report you’d like to edit and click the Edit Button

  • You will be redirected to the Edit Compliance Report form with details of the existing System View

    Edit Compliance Report Form
  • Once you have updated the details, click save and it will redirect you to the newly updated report page

Deleting a Compliance Report

In the event you no longer require a Compliance Report under a specific System View, you have the option to delete the entry via UI or API. Deleting the specific compliance report will not delete or impact the System View

To Delete a Compliance Report:
  • Click on the desired System View you wish to use.

  • This will redirect you to that specific System Views compliance report homepage

    Compliance Reports List
  • Click the delete button of the specific compliance report

  • You will be asked to confirm the deletion of this report

    Delete Compliance Report Form
  • Once confirmed, the Compliance Report will be deleted and removed from the Compliance Report homepage

Viewing a Compliance Report

Once a compliance report is successfully created under a System View, you’ll have access to a consolidated table of all countermeasures tied to the projects within that system, based on the selected regulation.

By default, this information is presented in a table view displaying the Task ID, Countermeasure Name, and Aggregated Status. Each countermeasure can be expanded to reveal the specific projects it’s associated with.

Compliance Report Details

The Aggregated Status reflects the collective status of that countermeasure across all associated projects—it’s determined by the current status set within each project that includes the countermeasure.

If a countermeasure is marked as Incomplete in any associated project, the Aggregated Status will be set to Pending. Conversely, any countermeasure marked as Not Applicable will be calculated as Done when calculating the aggregate status.

Anytime a project is updated—whether by adding new countermeasures related to the selected regulation or changing the status of existing ones—the compliance report will automatically reflect those changes the next time you access the dedicated report page.

Downloading a Compliance Report

Users can export a Compliance Report for a selected regulation based on the System View created. This report provides insights into how the grouped projects align with the chosen compliance framework.

Currently, exports are only available in CSV format.
To generate the report:
  • Navigate to the Compliance Report homepage under a System View

  • Under the desired report, click the Download button.

    Download Compliance Report
  • The CSV file will automatically download and will be saved to your preferred folder.

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