Desired State Overview module

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • The Desired State Overview module displays various desired state reports. The Overview module is a type of homepage.

    Desired State Overview module roles

    Only compliance users with certain roles can access the Overview module. The different levels of access are:
    Tableau 1. Access levels per role
    Role Access
    certification

    View (view overview page and refresh reports)

    certification_admin
    • View (view overview page and refresh reports)
    • Customize (refresh, add, delete, and rearrange reports)
    View, customize
    admin
    • View (view overview page and refresh reports)
    • Customize (refresh, add, delete, and rearrange reports)
    • Edit (can edit reports)
    The different levels of access are:
    • View: can view the overview page and refresh reports.
    • Customize: can refresh, add, delete, and rearrange reports.
    • Edit: can edit reports.

    Use the Desired State Overview module

    The Desired State Overview module displays various desired state reports.

    Avant de commencer

    Role required: none

    Procédure

    1. Navigate to All > Compliance > Desired State > Overview.
    2. Move or add reports where needed.
    3. Click elements within the reports to obtain more information.
      The Desired State Overview Module in the base system contains these reports:
      • Upcoming Desired State Audits: All scheduled audits.
      • Outstanding Desired State Tasks: All follow-on tasks in the Pending, Open, or Work in Progress state.
      • Hierarchical Task Roll Up: All follow-on tasks grouped by Assigned to user.
      • Desired State Discrepancies: All audit discrepancies for attributes and relationships.
      • 30/60/90 Day Task Aging: All outstanding follow-on tasks grouped by age in 30-day increments.
      Desired state overview charts.