| Add a tag |
To the right of the header, click the small tag icon. You might want to add text that further helps you identify this record. For example, you might want to add a tag that this record has PCI or other
critical data. |
| Add a work note to the record |
In the far right of the screen, click the Activity icon (lightening icon) and enter a work note. Click the icon to toggle the panel. |
| Update the record |
On the Details tab, for all fields that are editable, click a field to select it, make your changes, and click Save to update the record. |
| When displayed, click the filter icon to refine the data on the displayed page |
With any one of the Remediation Tasks, Vulnerable Items, or Configuration Test Results tabs selected, on the far right,
click the filter icon to show the filters that apply to the tab. In the panel that is displayed, click Advanced view to add or change filter conditions for the items on the page. Click
Update to save your changes.
For example, on the Vulnerable Items tab, you might prefer to add the Age field and enter a range to display only records from a specific time period. Records that match the conditions
that you set are displayed in the list. |
| Refine filters for items in a column |
Select a column and click the three vertical dots menu expand it and enter conditions to refine and group the data in the column. |
| Filter out items or match items from a row in a column |
Say, for example, you want to view only records that have a specific vulnerability. From the list of records, select the row of the record in the Summary column. Click the vertical dot
menu that is displayed and choose one:
- Show matching - show all the other records that have this vulnerability.
- Filter out - show all records that don’t have this vulnerability.
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