### Filters & Options

The **Filters & Options** button, located in the top-right corner of BzCtrl., gives users control over how data is displayed and provides additional functionalities to make work more efficient.

![editor_311_5_f78afff5-1b72-4349-a7c6-8a31ee74536a_rte_image_249.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_311_5_f78afff5-1b72-4349-a7c6-8a31ee74536a_rte_image_249.png)

#### #### Filters - Apply filters to **narrow down the To-do’s** or data shown on the current Page. - Filters can be **saved** for future use, so you don’t need to reapply them every time. #### #### Options - **Export to Excel:** Download the currently displayed data in Excel format for reporting or further analysis. - **Guide Tour:** Launch an on-screen walkthrough where buttons and features are explained, helping new users understand the tool quickly. - **Save Filter:** Save the current filter settings for quick access later. Filters and Options allow you to **customize your View** and access helpful tools that make managing to-do's, data, and processes simpler and more efficient.

#### Views

BzCtrl. offers **five different Views** to display your To-do’s, each designed to support different ways of working and tracking progress. You can switch between Views to find the perspective that best suits your task or project.

View	Icon / Screenshot	Purpose	Best Use Case
List View	![editor_311_5_eb421e6a-7e20-4cb3-a6f9-a6c112984cb0_rte_image_314.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_311_5_eb421e6a-7e20-4cb3-a6f9-a6c112984cb0_rte_image_314.png)	Shows extensive details and filters	Data-heavy work requiring full information
Cards View (Kanban)	![editor_311_5_e1368022-620f-4ea0-a076-a1e243517c14_rte_image_322.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_311_5_e1368022-620f-4ea0-a076-a1e243517c14_rte_image_322.png)	Visualizes workflow in columns: To-do / In Progress / Done / Expired	Team meetings and collaborative task tracking
Gantt View	\[Insert screenshot/icon\]	Plots To-do’s on a timeline; highlights status and risks with colors	Monitoring projects, control plans, or time-sensitive tasks
Tile View	![editor_311_5_4de5818a-a5b9-421a-88b0-fe2b76985218_rte_image_333.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_311_5_4de5818a-a5b9-421a-88b0-fe2b76985218_rte_image_333.png)	Displays To-do’s as Tiles; click to view details alongside overview	Tasks needing context and relationships between items
Calendar View	![editor_311_5_a59ee46d-a565-4d02-a3c9-11194d1d914f_rte_image_363.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_311_5_a59ee46d-a565-4d02-a3c9-11194d1d914f_rte_image_363.png)	Shows To-do’s by Due Date; Week and Month views	Planning workloads and tracking deadlines

#### 1. List View

- **Purpose:** Provides the most detailed view of your To-do’s. - **Strength:** Highly effective for seeing extensive details, filters, and statuses. - **Look & Feel:** Simple and functional, less visually appealing, but very practical for data-heavy work. #### #### 2. Cards View (Kanban)

- **Purpose:** Visualize your workflow in a **Kanban-style board**. - **Strength:** Ideal for team meetings—shows **To-do, In Progress, Done, and Expired** at a glance. - **Use Case:** Tracking task status and collaboration across a team. #### #### 3. Gantt View

- **Purpose:** Plot To-do’s on a **timeline**, showing deadlines, progress, and risks. - **Strength:** Advanced coloring system highlights status and risk levels. - **Use Case:** Perfect for monitoring **control plans, projects, or time-sensitive tasks**. #### #### 4. Tile View

- **Purpose:** Offers **context-rich, easy-to-read Tiles** for your To-do’s. - **Strength:** Clicking a Tile shows its details alongside the overview, maintaining context while exploring individual items. - **Use Case:** Ideal when you want both detail and an overview of relationships between To-do’s. #### #### 5. Calendar View

- **Purpose:** Display To-do’s by their **Due Date**. - **Strength:** Offers **Week** and **Month** views for scheduling and planning. - **Use Case:** Planning workloads or tracking deadlines over time.

The **Risk Register Page** in BzCtrl. allows users to identify, document, and manage risks, including the actions taken to mitigate them. It provides a centralized overview of all risks and supports linking them to relevant activities and assets within the system. ### Registering a Risk Users can create and maintain risks by: - Defining a **Risk Key** (unique reference) - Providing a **Title** and **Description** of the risk - Describing **Mitigating Actions** - Assigning a **Priority** and **Status** #### ### Risk Overview (Table View) The main table provides a clear overview of all registered risks, including: - Risk Key - Title - Description - Priority - Status

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Selecting the **Risk Key** opens the detailed view of that specific risk. #### ### Risk Details Page The **Details Page** provides a complete overview of the selected risk and allows users to: - View and update the **risk description** - Define and maintain **mitigating actions** - Link **To-do categories** (Tasks and Incidents) so that related To-do’s are automatically associated with the risk - Connect relevant **assets** within BzCtrl., such as: - HandBookR’s - Canvases - Forms

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This ensures that all activities, documentation, and controls related to the risk are consolidated in one place. #### ### Risk Matrix In addition to the table view, a **Risk Matrix** subpage is currently under development. - The Risk Matrix visualizes risks in a **graph based on Impact and Likelihood**. - Each risk is plotted according to its assessed impact and the likelihood derived from related Incidents and Forms. - This view helps users quickly identify **high-risk areas** and prioritize mitigating actions.

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#### Risk Matrix score calculation

The calculation of the scores is based on all To do's (i.e. Incidents and Forms) associated with the specific Risk.

![editor_17_5_2259fd5e-e58d-45f1-a4c9-8d689c879702_rte_image_45.png](https://www.bzctrl.com/bzctrl-core-api/api/v1/download/editor_17_5_2259fd5e-e58d-45f1-a4c9-8d689c879702_rte_image_45.png)

**HandBookR** is an embedded documentation feature within BzCtrl., designed to structure, manage, and share knowledge in a clear and accessible way. It enables users to create and maintain structured documentation that is directly linked to business processes and controls. #### Structured Documentation HandBookR organizes information in a logical, hierarchical structure: - **Books** – High-level topics or areas - **Chapters** – Subsections within a Book - **Pages** – Individual content items This structure ensures clarity and makes documentation easy to navigate and maintain. #### Content Creation & Editing - Create and edit content using a **user-friendly editor** - Apply **rich text formatting**, including images, links, and structured layouts - Maintain documentation collaboratively with other users #### Search & Navigation - Quickly find information using **search functionality** - Navigate easily through Books, Chapters, and Pages - Link content across pages for better context and connectivity #### Version Control - Automatic **tracking of content changes** - View and restore **previous versions** - Maintain full visibility over updates #### Diagrams & Process Flows HandBookR allows users to easily include **diagrams and process flows** within documentation. - Create visual representations such as **flowcharts, process diagrams, and system overviews** - Use drag-and-drop elements, shapes, and connectors to build clear visual structures - Diagrams can be edited directly within HandBookR This functionality is powered by the same **Canvas capability** available elsewhere in BzCtrl., enabling users to combine written documentation with visual process design in one place. #### Access Control - Manage who can **view, create, or edit** content - Align permissions with roles defined in BzCtrl. #### Integration within BzCtrl. HandBookR can be linked to other elements in BzCtrl., such as: - Risks (as part of mitigating actions) - To-do’s (Tasks, Incidents, Forms, Documents) This ensures that documentation is directly connected to operational activities and compliance processes.

**Canvas** in BzCtrl. is a visual diagramming feature that allows users to design, document, and share processes, workflows, and structures in a clear graphical format. It is used to complement written documentation (for example in HandBookR) by translating complex information into easy-to-understand visuals.

#### Core Functionality Canvas provides a flexible diagramming workspace where users can: - Create **process flows, flowcharts, and diagrams** - Drag and drop **shapes, connectors, and elements** onto a visual workspace - Connect elements to represent **relationships, sequences, and dependencies** - Structure complex processes in a **clear, visual format** - Edit diagrams directly within the tool with instant updates #### #### Typical Use Cases Canvas is commonly used for: - Process mapping (end-to-end workflows) - Control frameworks and compliance flows - Organizational structures - System and data flow diagrams - Visual explanations of procedures or risks #### #### Key Features - **Drag-and-drop editor:** Easily build diagrams without technical skills - **Predefined shapes:** Standard flowchart and diagram elements available - **Connectors:** Link elements to show logic, flow, or dependencies - **Layering and grouping:** Structure complex diagrams clearly - **Scalability:** From simple flows to highly detailed process maps - **Export & reuse:** Diagrams can be reused in documentation or shared across BzCtrl.

#### Role within BzCtrl. Canvas is fully integrated into BzCtrl. and can be used directly from documentation (such as HandBookR) or other functional areas. This allows users to combine **textual documentation and visual process design** in a single environment, ensuring better understanding and alignment across teams.