How to Access an Application Page
From the left-hand navigation bar, click the Applications menu.
Select the required application from the list (for example, TPRM).
You will be taken to the application page.
Understanding the Application Page Layout
When you open an application, you will see:
Workflow Tabs
Each application contains one or more workflow tabs. These represent different record types or stages within the application.
For example, the TPRM application may include:
Third Party
Onboarding Activities
External Assessments
Clicking a tab updates the table below to show records for that workflow.
Status Filter Widget
Above each table is a status widget that helps you quickly understand and filter records by status.
This widget:
Displays an interactive donut chart
Shows key status and task metrics for the selected workflow
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Updates automatically when you:
Change applications
Switch workflow tabs
Allows you to click a status segment to filter the table below
How to Open a Record
You can open a record in two ways:
Click the Name of the record in the left pinned column of the table OR
Click the Eye icon in the pinned right-hand column
You will be taken directly into the record view.
How to Create a New Record
If you have the correct permissions:
Navigate to the relevant workflow tab.
Click the Add Record button within the table.
You will be taken directly to the new record page.
Begin entering information immediately.
⚠️ If you do not see the Add Record button, you may not have create permissions for that workflow. Contact your system administrator.
Now that you know how to open and create records, you’re ready to start working with them. For more detailed guidance on managing and editing records, check out our guide on Using a Record.