Book a demo with one of our product specialists today to find out more about using Protecht ERM:
Product tour contents
Understand the two main screen layouts
- Table View: Displays records in rows and columns, commonly used for registers, workflows, and user libraries
- Library View: Includes a filter panel on the left to refine searches, used for risk libraries, compliance registers, and KRIs
Access and manage register entries with ease
- Open existing entries by double-clicking a row
- Create new entries with the Create New button
- Use the filter panel in library screens to quickly refine results
Find and filter data efficiently
- Quick search: Enter keywords to filter records by any field
- Advanced filtering: Apply operators (e.g., greater than, less than) to refine search results
- Tag-based filters: Use "All" to return exact matches or "Any" to broaden results
Customize how data is displayed
- Sort, add, or remove columns to tailor the view to your needs
- Group by column to organize data more effectively
- These adjustments apply to the current session, but saved views ensure a persistent layout
Create and save custom views for ongoing use
- Adjust filters, columns, and sorting to create a personalized data view
- Save these views for quick access in future sessions
- Additional support is available through guides, videos, and interactive walkthroughs
