Edit an event - Knowledge Base - ComplyAssistant

Edit an event

Go to the Events dashboard and choose the event you want to change. The event summary page will appear, which contains several links in the upper-right corner.

There are several ways to modify an event:

  • Edit the event — make changes to the event in a form that is similar to creating a new event.

  • Edit the breach questionnaire — modify only the breach questionnaire. 

  • Add and remove attachments — add more attachments and remove any existing attachments.

    • Related Articles

    • Create an Event

      ComplyAssistant's Event function allows you to capture incidents, issues, and complaints consistently. You can also receive guidance on whether the incident is a breach and needs to be reported. Follow these steps to create an event: Click Events in ...
    • Dynamic Fields

      A dynamic field is a drop-down containing a list of subcategories, relationship types, sources,  event types, or document types. Such drop-downs are found in various places throughout ComplyAssist. Click Dynamic Fields on the left side of the ...
    • Events Dashboard

      On the Events dashboard, you can import an event, export an event, and filter the events list. Import an event Importing an event involves downloading and completing a CSV template. The template is editable in Microsoft Excel and other spreadsheet ...
    • Manage the questions in a library

       It is not possible to add questions to a question library that is System defined. These are the ways you can manage the questions in a library: Change the order of the question by clicking and dragging the small Move icon. Edit the question by ...
    • Manage Threat Details

      You can manage different information for Threats from within the Risk Register or Threat Library. From any Threat Detail page, you can export the information to PDF. This is available in the Threat Library and Risk Register. Within the Risk Register, ...