Release Notes: Here's What's New in Your Ontic Platform

Fall 2021


Observation Types & Layouts


Observation Dashboard

New Feature

Topic Unification




[Minor] Release Date: October 25th, 2021 

Observation Types & Layouts Enhancement

What it is:  The ability to create custom Observation “Type” and “Sub-type” - each leading to unique, customizable forms for incident reporting. 

Why it matters: Every organization has unique needs when it comes to incident reporting. Depending on the type of incident, the observation may require a specific set of information to be collected. With the new observation layout enhancements,  you are able to designate a custom list of observation types and sub-types, as well as customize the fields that are presented when an incident is being reported. These fields and categories can be dependent on the user’s role within the Ontic platform, and all forms can be submitted via the mobile app. 

How it works:  

Create new Observation Types and Sub Types 

From the nine box menu, click on Administration, then go to Fields. Select Signal/Observation fields option along the top menu. 

You will see the option Observation Types and Observation Sub-Types listed in the list. To add your own, click on the three dots on the far right side of the table, then click edit. 

From here, you have the option to add your own Observation Types and Sub Types to the list. You can rearrange the order that the items will be displayed in the dropdown menu by clicking “sort” and dragging the fields into the order you want them to appear in. Don’t forget to click “save” when you’re done! 

Note: If you want certain fields to only be displayed when another field is selected first, then customize the field visibility within the “Field Display Dependency” section of the screen. If you would like to limit which Workspaces these Observation types and subtypes display in, you can set this up under the Workspace Visibility Configuration section of the screen. 

Create unique Layouts for each Observation Type

To designate specific fields for an observation depending on the type selected, you can create a “Layout.” Navigate to Layouts via the Administration section of the 9-box menu. Select “Observation Layouts” along the top menu bar. 

From here, you are able to customize the Observations Creation Form for each “Type” of Observation you designated in the Fields section of the platform. To Add fields to the creation process, click “Add Field.” To hide fields from certain users, click the gear icon on the right side of the field and select “Hide” or “Remove.”

Don’t forget to click “save” when you are done! 

Finally, to see these Layouts in action, you will need to assign the layouts to user Roles in Administration > Roles > Layout

Scroll to “Observation Layouts” where you will see all of the Types you have added listed.  Select the Layout you want that Role to see and click “Save.”

Observation Dashboard New Feature

What it is: The ability to see all Observations in one place. 

Why it matters: Human observations are by nature one of the most critical pre-incident indicators. With that in mind, being able to see all of them in one place, and identify similarities, patterns, or trends among them is critical to keeping on top of potential risk. The new Observation dashboard view of incidents will allow users to not only find observations more quickly, but also organize, filter, and visualize them to get the most out of the intel being added to the platform. 

How it works:  
To find Observation Dashboards, go to the 9-box, hover over Dashboards > Observations. From the hamburger menu at the top left of your screen, you will be able to add as many Dashboards as you need. Persistent filters can be added upon Dashboard creation, and quick filters can be added to the Dashboard at any time to manipulate the breakdown of Observations you are seeing. 

The quick filters can be added by clicking the filter icon on the left underneath the hamburger menu. 

There are 4 view options for an Observation Dashboard. These are List View, Column View, Grid View, and Metrics View. 

To switch between views, navigate to the top right of your screen and click on the small grey icons. 

Any filters you set will persist as you move from view to view. To export a report of Observations in aggregate, click on the three vertical dots next to the 3 views and click “Export Dashboard.” From here, you will be given the option to curate a dashboard view to export.  

Topic Unification Enhancement

What it is: Users can now create and view topics from one unified place. Social keyword categories have been moved to Keyword Categories under Listening Topics in the 9-box menu. 

Why it matters: Before this change, users had to visit 3 different pages to create and view Social, Real Time News, and Dark Web topics. This update will create a more unified topic experience for clients and allow them to create and view keyword categories from a designated page.

Flashpoint: New Integration

Contact Your Success Manager for more information

What it is: Ontic has formalized an integration partnership with Flashpoint Intelligence. If you are using Flashpoint Alerting you can now bring those alerts into Ontic. Ontic allows you to display these signals in a feed and take any necessary actions on them, including starting an investigation, creating an observation, and assigning to a team member. 

Why it matters: This integration allows for a more unified experience for clients using Flashpoint. Flashpoint alerts are ingested into Ontic, making it possible to triage and action these alerts in one central location.

How it works: Via Ontic’s App Directory your admin can authenticate your Flashpoint instance in Ontic and select the alerts that you want to bring into Ontic. For more information on how to deploy the integration you can review the Flashpoint Implementation Guide in our Knowledge Portal.