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

Release Date: July 9, 2022


Assessment Enhancements


Investigations Enhancements


User Activity Logs


Principal Widgets


Signal Status Field Addition + Deletion


Assessments  Enhancement 

What it is:  An enhancement of both user experience and assessment functionality.

Why it matters:  Enables the user to reference aspects of the Ontic platform during the assessment process.

Add Tables to Assessment Forms

Assessment Form Flow

Add Additional Assets To Assessment

Assessments Answer Transfers to Notes

Assessment ???

Add Tables To Assessment Forms:

What it is: Ability to add tables into Assessment forms.  

Why it matters: Increases the efficiency and capability of the assessment questions.

How it works: Create an assessment form. Select Add Table.   Create a table question, the number of columns of related responses.

Assessment Form Flow:

What it is: Ability to merge the paths of the assessment flow.

Why it matters: Decreases the need to create repetitive branches of decision trees in your assessment flow.

How it works: When creating a flow the decision of the tree branch.  Select “Link to other element”.  A window will open, to choose the target element in the flow.  Select one of the available flow branches.


Add Additional Assets To Assessments:

What it is: Ability to link an Investigation, Principal, or Signal to an Entity Assessment, or link an Entity or Signal to an Investigation Assessment.

Why it matters: Increases the capability and exposure of assessments across the platform.

How it works: Create a new assessment flow. Upon selecting the “Primary Assessment Asset”, such as Entity, the option to add “Additional Assessment Assets” will be exposed.  Choose from the available asset types, such as Entity, Investigation, Principal, or Signal.

Assessment Answers Link To Notes:

What it is: Short and paragraph text answers in assessment forms can be used to create a note within an Entity or Investigation.  

Why it matters: Greater connectivity of responses in assessments with the linked entities or investigations.

How it works: Create an assessment flow. In the flow, “Add Entity Update” and select add entity notes.  Select the proper assessment form question that will be linked.


Investigation Report Layouts Enhancement

What it is:  Three additional enhancements were added to the Investigation Report Templates.  These include adding “Confidential” or other image watermark to the report.  Adding creation and conclusion dates, and adding in the investigation timeline to the report.

Why it matters: Ability to provide more relevant investigation information in the report.

How it works:   Navigate to Layouts by starting at the 9-box menu > Administration > Report Templates. Select “Investigation Report”, and then select the blue button that says “Create New Template”.  Within the settings of the report you can choose to add a Watermark from the general settings.  Enabling the cover will include both the start and end times of the investigation.   Within the report content setting, the timeline can be added or removed.

Investigation Dashboard Enhancement

What it is:  Ability to sort Investigation Dashboards by the Lead Investigator.

Why it matters: Ease of navigation and identifying what investigations are being handled by whom.

How it works:   Navigate to Investigations by starting at the 9-box menu > Administration > Investigations.  From the dashboard you can hover over the right side of the column name to sort the dashboard by value.  In the case of Lead Investigator click on the arrow to have the dashboard sorted.

User Activity Logs Enhancement

What it is:  Detailed audit history of user activity within Ontic.  Covers a users login history, recent access, research history, and timeline of user actions within Entities, Principals, Incidents, and Investigations.  

Why it matters: Compliance and safeguarding of sensitive information.

How it works:  All user activity although the more macro activity of a user has not been visible.  Navigate to Layouts by starting at the 9-box menu > Administration > Users. Navigate to a User, move the mouse / pointer to the right side of the table to expose the three dots.  Click on the three dots and then select “Activity Logs”.


Principal Widgets Enhancement

What it is:  The ability to add Task and Assessment widgets to a Principal layout.

Why it matters: This streamlines workflows and enhances visibility of assessments performed on a Principal along with open and completed Tasks within the same view. 

How it works:  Navigate to Layouts by starting at the 9-box menu > Administration > Layouts. In Layouts, select “Principal Layout” > Principal Details Layout > Add Section.  You can create a new layout to add the widgets to the Principal view. 

Contact your client success manager if you would like Assessments within Principals

Signal Status Field Addition and Deletion Enhancement

What it is:  The ability to add and remove status options for signals.

Why it matters: Statuses are used in various ways and can impact what a user sees in the platform. Statuses can be used to trigger certain workflows and can be used within Rules. Now users can customize the number of statuses that are available for a signal or observation. 

How it works:  Navigate to Signal Status by starting at the 9-box menu > Administration > Fields > Signal/Observation.Locate the “Status” field to edit the options.