Risk Assess Release Notes

In a complex IM component, you may now enter the Site ID when filling in the supplier location data on an assessment or evaluation.

Resolved an issue that caused some Supplier UDFs in the Supplier grid to not match the respective Supplier UDFs in Reporting.

Resolved an issue in the evaluation comment modal that caused improper validation when users attempt to upload an attachment with no file name.

Added additional logging to address an issue that caused some grids to display Arabic values to users who did not set their culture to Arabic.

Enhanced Birst user management

Tenant administrators may now manage users from the Birst system via the Group Management page in the following way:

• Birst users may now be re-activated on the Birst system if the user was added back into the "Analytics User" and "Analytics Designer User" groups after being previously removed from the groups and inactivated on the Birst system.

Resolved an issue related to program conditionality that prevented users from editing some KPIs as expected when a program is relaunched.

Resolved an issue that prevented users from creating multiple Action Plans with the same organization type and category as expected.

Resolved an issue that prevented the Datalist and Dynamic Select IM component from displaying objects created with quotation marks in an evaluation.

In Company Settings, the Internal Default Dashboard View option now includes hover text to indicate that this option only affects newly created users. This option does not affect existing users.

Resolved an issue in the Send Notification component that prevented users from right-clicking and editing the properties of a link.

Resolved an issue that prevented Internet Explorer users from exporting data from a child object.

Resolved an issue related to program conditionality that caused some fields to display incorrectly in certain programs.

On the User Management or Group Management page, when a tenant administrator adds a user to the “Analytics User” group, that user is automatically added to the “Dashboard” Birst group.

Similarly, when the tenant administrator adds a user to the “Analytics Designer User” group, that user is automatically added to the “Designer” Birst group.

In Risk Assess, the "Analytics User" group is available by default. The "Analytics Designer User" group must be added by an admin if it is not present. For AZ, the admin can add the group from the Group Management page.

The feature is not enabled by default. To enable this feature, please contact your Coupa representative.

Remove or disable Birst users

Tenant administrators may delete/remove users from the Birst system via the Group Management page in the following ways:

• If a user that is a member of "Analytics User" and/or "Analytics Designer User" group is deleted, the corresponding Birst user will be deleted.

• If a user that is a member of "Analytics User" and/or "Analytics Designer User" group is removed and are no longer a member of either, the corresponding Birst user will be inactivated.

In Risk Assess, the "Analytics User" group is available by default. The "Analytics Designer User" group must be added by an admin if it is not present. For AZ, the admin can add the group from the Group Management page.

The feature is not enabled by default. To enable this feature, please contact your Coupa representative.

Link Risk Assess Users to Coupa Account

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Risk Assess no longer supports Excel XLSM files.

Resolved an issue that caused some suppliers to be assigned the same Supplier Number.

Resolved an issue that allowed some required fields in an evaluation to be submitted with a blank value.

Resolved an issue that prevented some email notifications from being sent.

Resolved an issue that prevented non-admin users from selecting values in Object Creation Widgets in some cases.

The Create Action Plan from Object component includes the following updates:

• Priority is now a required field.
  • This field no longer pulls data from setup data. Rather, it is a dropdown menu of setup data dropdown fields.
• Due Date is a new required field.
  • This field will pull data from a user-defined field (UDF).

Resolved an issue that prevented some programs from enrolling when submitted via widget in certain cases.

Resolved an issue that caused HTML code to be visible in a report’s Name and Program Status fields in some cases.

Resolved an issue that caused some programs that require multiple team members’ approval to be marked as Completed even though only a single team member approved it.

Fixed an issue that caused some rows in the Enterprise Programs grid to improperly display content in certain cases.

Run as Robo now sets values for KPIs in the same order as the evaluation page when the expression module is enabled. KPIs are ordered by organization > category > KPI number. After all values are set, the expressions are executed.

Resolved an issue that prevented Evaluations from displaying the default value of the Setup Data Type Dropdown component in certain situations.

Resolved an issue that caused the application to take several minutes to process when a user changes their Culture on their profile page.

Resolved an issue that prevented users from creating a new relationship in some cases.

Resolved an issue that prevented users from accessing a Workflow via the Program Workbench in some cases.

Resolved an issue that prevented users from creating a supplier in certain situations.

Resolved an issue that caused the application to take several minutes to process when a user changes their Culture on their profile settings.

Resolved an issue that caused the User Defined Data Import to log out users in some cases.

Resolved an issue that prevented the Evaluation Aggregate component from properly functioning in a program in certain cases.

Resolved an issue that prevented some programs from enrolling when submitted via widget in certain cases.

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As of January 10, 2020, all Coupa Risk Assess customers will receive access to the Quick Action Plan (QAP) feature. QAP is supplemental to the existing Action Plans and it does not affect existing functionality.

The QAP feature is now the default method for users to add Action Items to an Action Plan. QAP condenses the 4-page Action Plan wizard into a single, streamlined form.

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Resolved an issue that prevented IM components from updating during migration in certain cases.

Resolved an issue that prevented the System Permission page from loading.

Resolved an issue that prevented rules from executing as expected in certain cases.

Resolved an issue that caused engagements to stall in certain situations.

Resolved an issue that prevented enrollment rules from enrolling objects in certain situations.

Resolved an issue that caused duplicate suppliers to display in the Supplier grid.

Resolved an issue that caused suppliers in World-Check screening matches to contain invalid links in certain situations.

Resolved an issue that prevented certain rules from triggering as expected.

Resolved an issue that caused a supplier’s external reference number to change unexpectedly when importing via the User Defined Data Import.

Resolved an issue that caused Action Plans to display an incorrect completed date in certain situations.

Actionable Content now located at the top of the Resources page above Forums.

In Action Plans, the Create Action Plan from Object component has been enhanced to allow Risk Assess admins to pull object-based data straight from the component.

Admins can now select an Object and a User Defined Object (UDO) associated with that object. Previous to this release, this component only allowed admins to create a pre-defined Action Plan.

Resolved an issue that caused the checkbox component to score incorrectly in certain situations.

Components included in Info Profile now have an option to include the component in reporting. This feature allows the Info Profile fact table to be available in reporting.

Expressions-based conditionality updates

Risk Assess has an improved expressions-based conditionality system for programs that includes:

• A new function for expressions: Today
• A new operator: ContainsAll
• Expression support for the Money component

Risk Assess administrators may now use the User Import CSV template to import and configure single sign-on (SSO) logins for Coupa users with a Risk Assess license in bulk.

Note: If the Coupa SSO field is blank on the User Import CSV template, it will not override a user's populated Coupa SSO field.

Expressions-based conditionality updates

Risk Assess has an improved expressions-based conditionality system for programs that includes:

• New functions for expressions:
  • AnyIn
  • AllIn
• Expression support for the Numeric KPI type
• Expression support for the following components:
  • Calendar Workflow
  • Setup Data Multi-Select
  • Set Up Data Check Box list with OTHER
  • Setup data radio button
  • Setup data radio button with OTHER
  • Setup Data Multiselect

Expressions-based conditionality for components

Risk Assess has an improved expressions-based conditionality system for programs. Users may now:

• Write conditional expression statements on the Basic Calendar and Setup Data Dropdown components.
• Save their work on the Conditions page to finish later—even if their expressions are invalid.

See Expressions-based Conditionality for more information.

The following fields have been added to the Risk Assess Action Items grid: Initiator, Assignee, Approver, and Assignment (Internal/Supplier). These fields allow users to quickly filter their action items directly in the grid.

In a Robo Program, the Status field will now display in the data dictionary. If this field is configured for "Include In Warehouse," it will be available in reporting.

Resolved an issue that caused login credentials to fail to send when an external questionnaire is launched to a third party.

The Status field in the Subcontractor IM component now has a default selection of Active as expected.

Resolved an issue that prevented questionnaire responses from being saved in certain situations. 

Nav bar update

The Community page has been renamed to the Resources page. The content on this page has not changed; it still contains:

• Forums
• Libraries
• Actionable Content

Resolved an issue that prevented programs from launching if multiple supplier widgets contained identical corporate names.

Users may now edit relationships that contain programs in draft mode.

Resolved an issue that caused programs with a Workflow Control Scoping component to fail to migrate.