Using Common Features

The breadcrumb navigation bar is located at the top of each DirX Audit Manager component page, just below the header. It helps you stay oriented and quickly navigate between sections without returning to the main page. The navigation bar displays the current location within the application hierarchy, allowing you to see the path taken to reach the current page. You can click on any part of the breadcrumb trail to return to a previous section or component.

The root of your navigation path is always Applications where you can choose from a list of available applications. Clicking the Audit Manager tile will navigate you to the Audit Manager “Landing page”.

Starting from there, you can select different components such as Dashboard, Audit Analysis, History or Reports. As you navigate through different sections the breadcrumb trail updates dynamically reflecting your current location within the application.
If you are using the Dashboard component the navigation bar will display the name of dashboard or dashlet you are currently editing. In the Audit Analysis component, it will show for example the name of the Event details you are working with. In the History component, it will indicate the specific history entry you are viewing. When working in the Reports component the navigation bar will display the report set, report file or report level you are editing or viewing.

If you click on any part of the breadcrumb trail will return you to a previous section or component without saving your changes.

In DirX Audit Manager, a View represents a specific configuration of how data is presented or filtered within a component, such as Dashboard, Audit Analysis or History. Views allow users to customize the display of data according to their preferences and requirements.

You can name and save your custom configurations as private (all users) or public (administrator only) views which are stored in the configuration database for future use. This allows you to quickly apply frequently used filters or configuration without redefining them each time. Simply select a stored view from the View list.

Filter views are grouped into the following categories:

When accessing the component for the first time the only available view in the View list is the default view:

If you want to use the provided public or product views you have to add them to your Favorites first.

Click the Manage views icon to open the view manager. Here, views are organized into Favorites, Private, Public and Product tabs. Switch to the relevant tab, select the view you want to work with and click the Mark as favorite icon in the Actions column to appear the view in the Favorites tab and in the View dropdown menu. You can also select multiple views at once using the check box in the first column and click the Add to favorites icon in the list header to add them to your favorites.
If you want to remove specific view from your Favorites, select it in the Favorites tab or in the relevant tab and click the Remove from favorites icon in the Actions column. To remove multiple views from your favorites at once go to the Favorites tab or to other relevant tab and use the check box in the first column to select all views you want to remove. Click the Remove from favorites icon in the list header to remove them from your favorites.

In the Favorites tab, you can reorder views by dragging and dropping them. Or you can use the Reorder options icon in the Actions column to move views up or down in the list.

If you want to create a new view based on an existing one select the view and click the Clone icon in the Actions column. Provide a name, a description and if you are audit administrator select the visibility (Public or Private). Audit administrators can create both public and private views while other users can only create private views. Click Create to save the cloned view.

To edit view properties select a view and click the Edit icon in the Actions column. Modify the name and description and if you are audit administrator select the visibility (Public or Private). Audit administrators can change both public and their own private views while other users can only modify their own private views. Click Update to apply the changes.

You can also delete views you no longer need. Select the view and click the Delete icon in the Actions column. Confirm the deletion in the pop-up dialog. Audit administrators can delete both public and their own private views while other users can only delete their own private views.

These capabilities help tailor the filtering experience to individual or organizational needs.

While working with a view you can save your modifications directly to the currently used view or save them as a new view depending on your needs, role and the view access level.

To save a new view click the Save As icon next to the View field. Provide a name, a description and select its visibility (Public or Private). Only users with the Audit Administrator role can create public views. Other users can only save views as private. Click Create to save the view.

To update an existing view click the Save changes to the view . Only Audit Administrators can update public views. Product views deployed during the product installation cannot be modified in the Audit Manager application.

To reset all changes in the selected view click the Undo changes icon.