Provide responses for multiple metrics

Use the metric tasks module to provide responses for multiple metrics in an easy-to-use format.

Before you begin

Role required: admin

About this task

As a data owner, you have to provide data or responses for multiple metric data tasks. The data that you provide comes from multiple sources and there can be multiple data owners. In such a scenario, it’s hard to maintain the audit trail for data input. The metric tasks module enables you to provide data for multiple metric data tasks. Use the filters such as metric data tasks by entity, metric groups, metric subgroups, start date, and end date to select the metrics for which you want to provide data. You can view the responses that you’ve entered, submitted, and also if the dates for data or for response submission are overdue. You can only provide metric data responses for tasks that aren’t in the Closed state.

Procedure

1. Navigate to All > Risk > Risk Workspace.
2. Select the Metric tasks icon.
3. Select the filter icon and set the Entity, Type, Metric group, Metric subgroup, Task type, Start date, and End date filters to show the tasks for which you want to provide data.
   Only those Groups which have open metric data tasks appear in the filter.
4. Select Apply.
5. Double-click the cell for the entity in which you want to provide data.
6. Enter the information needed for your response and select Save.
   Perform this step for each cell for which you want to provide data. You can scroll the cells to provide responses for all the tasks.

   Note:

   You have the option to select a choice or enter HTML depending on how the related metric definition has been set up. These formats are available when the manual metric definition Category field is set to Qualitative. For more information, see Create a manual metric definition and Create New Metric Definition form.
7. Select the tasks for which you want to submit the responses.

   Operating system	Keys
   If you’re a macOS user	Press the Command key and then click the cell to select.
   If you’re a Windows user	Press the Control key and then click to select the cell in focus.

8. To provide any evidence for the data that you’ve entered, select the Attachments and links tab on the Contextual side panel and add the links and attachments as required.

   Operating system	Keys
   After selecting the cell, press the Control key and then and then the I key to open the side panel. Press the Escape key to close the side panel.	After selecting the cell, press the Command key and then the I key to open the side panel. Press the Escape key to close the side panel.
   If you’re a Windows user

9. Select Submit.
   To select all cells for each individual metric definition for submission, select the check box in the corresponding row. To select all cells for submission, select the check box in the header row of the Metric data tasks table.
10. Optional: Select the check boxes that you want and then select Submit.

    Operating system	Keys
    If you’re a macOS user	Press the Tab key to get the focus on to the select all check box. Press the Enter key to select the select all check box. If you don’t want to use the select all check box, press the Tab key again to get focus on to the table body. After getting focus on to the body, you can use the arrow keys to navigate between the cells. Press enter to select each check box.
    If you’re a Windows user	Press the Tab key to get the focus on to the select all check box. Press the Enter key to select the select all check box. If you don’t want to use the select all check box, press the Tab key again to get focus on to the table body. After getting focus on to the body, you can use the arrow keys to navigate between the cells. Press enter to select each check box.