Configure Views

This article explains how to use the Configure Views feature in OvalEdge’s GDPR Records of Processing Activities (ROPA) module. It outlines the benefits of creating customized views tailored to specific roles or responsibilities and demonstrates how these views enhance the efficiency of managing and analyzing processing records. The configuration process is simplified to help streamline GDPR compliance efforts and improve overall data governance.

User Permissions

This feature allows users to personalize their view settings according to their specific requirements. The user permissions are specified below.

User Role	Access Permissions
Everyone (No specific User Role)	Can set their default view
Admin, Producer (Author)	View Visibility
Admin	Can set as Default for All
Admin	Can Edit or Delete All Views

Configure View

The Configure View feature allows customization of how processing activity records are displayed in the List View. It enables prioritization of columns and tailoring of the layout to meet specific compliance or review needs. This flexibility supports a more efficient and streamlined experience. Whether reviewing activities for a particular business process or across multiple departments, custom views offer a consolidated and organized presentation of ROPA data.

Advantages of Configuring Views

• Personalized User Experience: Prioritize ROPA fields based on importance.

• Reduced Clutter: Select and display only relevant fields to streamline reviews and simplify data interpretation.

• Consolidated View: Access a unified display of ROPA data across multiple departments or business functions for easier comparison and analysis.

• Connector-Specific View: Customize how ROPA data appears for a specific data source to focus on relevant processing activities and associated custom fields.

• List of Views: Create, manage, and switch between multiple view types to suit audit, compliance, or business needs.

• Improved Productivity: Improve productivity by tailoring the ROPA interface for faster navigation.

List of Views to Personalize the GDPR ROPA

Once Users have created personalized views in OvalEdge, accessing and managing them becomes effortless. They can easily navigate to the GDPR ROPA and find the System View dropbutton at the screen’s top-right corner.

Clicking on this icon will display a drop-down list containing all the views in the system. This centralized location streamlines the process of accessing and organizing your views.

There are three types of views available.

• System View: The System View serves as the default view within OvalEdge and cannot be edited or deleted. It comes pre-configured with a set of predefined columns, offering a standardized perspective. Additionally, separate System Views have been established for standard, ROPA Processing activities and Reports, each featuring uniquely configured attributes.

• My Views: This category showcases the views the user has personally created as a logged-in user. These views reflect the user’s individual preferences and selections.

• Public View: The Public View presents a list of views created by other users within the application. It allows users to explore and use the views created by other users.

How to Configure Views in a Data Catalog

To create a View,

1. Locate the System View button in the top right corner of the GDPR ROPA interface, featuring a dropdown arrow facing downwards.

2. Open the dropdown menu to access various views, including system-defined options, personal views labeled as "My Views," and publicly shared views titled "Public Views."

3. To initiate the creation of a new view, choose the "Create New View" button. GDPR ROPA Processing Activities View

   

   Reports page View

   

Users can create a new view either from the GDPR ROPA Processing Activities or Reports page view.

1. A pop-up window with all the configurable options is displayed in the image below.

   
2. From the left section of the pop-up, select the ROPA Report to add to the view, dates, and Governance Roles. Use the Search Field icon to find specific fields.

The global custom fields or Connector-specific custom fields are displayed only when configured in Administration > Custom Fields. Custom fields associated with a selected connector will be displayed when the connector is chosen.

1. The selected fields will be displayed in the Order Fields panel. Prioritize the fields by clicking and dragging them up or down to determine their display order in the List View.

2. From the right section of the pop-up, choose View Name.

   1. To create a new view, select View Name. Enter a unique name and description for the view in the field provided.

   2. Set the Page Size to determine the number of data object line items displayed per page.

   3. Select Set as my Default View to apply the created view as the default view.

   4. Select Visible to All (Public View) to make the view visible to all users. This setting will make it a Public View.

Pay attention to the Wait icon next to specific fields, as they indicate the impact on the performance of loading the fields.

1. Click Save, and the view will be created and displayed in the List of Views > My Views.

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