Archer 2024.03 Release Notes
Archer announces the release of Archer 2024.03, which includes new and updated features.
Important: Release Notes are available in English only.
On this page
Release dates
This release is available to SaaS customers in the Archer SaaS Non-Production area on March 20, 2024 and the Archer SaaS Production area on April 3, 2024. The SaaS upgrade schedule is here: Archer SaaS Upgrade Schedule
This release is available to Archer on-premises customers on April 11, 2024.
What's new - Platform
New Archer release version numbering
Archer has adopted a new release version schema. See the blog article for more information: https://www.archerirm.community/t5/archer-blogs/changes-to-archer-platform-releases/ba-p/716986
Technical support Chatbot
Technical Support introduced an interactive ChatBot for our SaaS Archer Administrators. This innovative technology is accessible directly in the Production UI, providing custom answers and empowering Archer Administrators to self-solve problems encountered with:
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Access Control
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Archer Instance Manager (AIM)
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Data Driven Events
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Notifications
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Packaging
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Searching & Reporting
Check Free Friday Tech Huddles and Archer Blogs on the community for additional details.
Security updates
The previously allowed HTML comments are now properly sanitized by an updated implementation of HTMLSanitizer.
Dashboards
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The following new widget types are added to dashboards:
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Landing Page widget: This widget enables you to navigate seamlessly to different pages directly from the dashboard. It supports embedding an image and links to internal pages, reports, external sources, and other dashboards.
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Dashboard Summary widget: This dashboard-specific widget allows you to add summaries and text directly to the dashboard.
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Section Divider widget: This dashboard-specific widget organizes the dashboard by separating widgets into different sections.
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Enhanced Links widget now allows you to navigate to different dashboards.
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Support to view reports and non-report widgets separately streamlines the process of creating and managing non-report widgets for a smoother user experience.
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Support to view statistical data reports separately on dashboards allows better organization of dashboard content.
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Support to build dashboards from empty workspaces, enables you to create customized dashboards.
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Enhanced Manage Dashboard page experience which allows you to create new dashboards and copy existing dashboards, similar to the existing Classic Dashboard experience.
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Improved widget size flexibility, allows a tailored user experience, thereby enhancing the overall usability of the dashboards.
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Archer footer removed from the Dashboards and Reports listing page, provides a clearer and more focused viewing experience.
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Ability to view the Questionnaires list under the dashboard filter, 'Applications' is now supported.
Mapbox
New third-party data feeds were added to Mapbox:
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OpenWeather
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Temperature
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Precipitation
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USGS Earthquakes
Note: These new data feeds require a separate license key and cost.
Calculated cross-reference fields
Calculated cross-reference fields have been updated to do not match when there is no value in the field (for example no selection in a value list, or the field is blank). The following field types have been updated to not match:
Field Type |
Operator |
---|---|
Numeric |
Field value match |
Text |
Field value match |
Date |
Field value match |
IP address |
Field value match |
Record permission |
Field value match, contains |
UGList |
Field value match, contains |
ValuesList |
Field value match, contains |
CrossRef |
Field value match, contains |
Global Search
The Global search results page has a new look with some useful enhancements.
Now users can:
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See results returned in a clear list of applications.
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Search and filter all of the returned applications.
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Identify the key field names and values.
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Scroll through all the results with efficient pagination.
User Menu options
User Menu options and pages have been upgraded and consolidated for a better experience for all users. These pages include Preferences, History, and User Profile.
Archer now supports Avatars for User Profiles. Users can now upload an image as their Avatar.
Preferences allows users to update:
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Workspaces
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Email Subscriptions
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Time and Location
History allows users to view their activity regarding:
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Logins
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Bulk Actions
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Data Imports
User Profile allows users to update their:
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Profile information, including address, phone number, and email.
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Password
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Avatar
Archer On-Premises Platform Planning & Installation Help
Information for planning, installing, and upgrading on-premises Archer environments is now available separately from the Archer Platform Help.
Source diagram files in Help
All Platform flowcharts now have the Visio source file available from Help.
Fixed issues
The attached document contains a list of issues that are fixed in this release: Fixed Issues.The list indicates if a fixed issue is specific to Archer SaaS.
What's new - Solutions
ESG Management
The Archer ESG Management 2024.03 use case includes the following changes and new functionality:
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A new application, ESG Annual Metrics Aggregation, has been added to allow you see the aggregated value for each individual quantitative metrics for each year.
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New functionality has been added for the following European Sustainability Reporting Standards (ESRS):
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ESRS 1
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ESRS 2
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E1
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S1
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New functionality has been added for the following International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards:
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IFRS S1
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IFRS S2
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Content for the ESG Library, such as GRI and SASB, can now be downloaded from the myArcher customer portal.
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The Engage configuration was updated to use the Engage tab in Application Builder.
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The dashboard was updated from a classic dashboard to the new dashboard experience.
Disclosure Management
The Archer ESG Disclosure Management 2024.03 use case includes the following changes and new functionality:
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The Sustainability Reporting use case has been renamed to Disclosure Management.
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The Sustainability Reports application has been renamed to Disclosure Reports.
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New functionality has been added for the following European Sustainability Reporting Standards (ESRS):
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ESRS 1
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ESRS 2
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E1
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S1
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New functionality has been added for the following International Financial Reporting Standards (IFRS) Sustainability Disclosure Standards:
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IFRS S1
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IFRS S2
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The Evidence Repository application has been added.
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Content for the ESG Library, such as GRI 2, TCFD, ESRS, and IFRS S1 and S2, can now be downloaded from the myArcher customer portal.
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The dashboard was updated from a classic dashboard to the new dashboard experience.
Double Materiality Calculator
The Archer Double Materiality Calculator 2024.03 use case includes the following changes:
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The Engage configuration was updated to use the Engage tab in Application Builder.
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The dashboard was updated from a classic dashboard to the new dashboard experience.
Audit Management
The Archer Audit Engagements & Workpapers use case incorporates new applications such as Audit Engagement Templates, Audit Controls and Audit Risks to make audit management as a standalone offering. We have implemented following changes to the Audit Engagement application.
Audit Engagement
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The Generate Engagement from Template section offers the choice to proceed with selecting an Audit engagement template.
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Users have the capability to view the scoped entity, audit risks and audit controls sourced from the audit engagement template within the Scope tab.
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Users can view attachments and questionnaire which are coming from audit engagement template inside Information Request tab.
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Users can see workpaper generated based on procedures originating from audit engagement template under Fieldwork tab.
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Users can access audit risks and audit controls related to scoped processes through the Entity, Risk & Control report embedded in the engagement.
Audit Engagement Template
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Audit Engagement Templates are reusable templates that can be used to generate Audit Engagements.
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These are configured by associated Entities, Audit Risks, Audit Controls, and Audit Programs/Procedures. This gives you the ability to lay out an engagement fully without creating an engagement until you are ready.
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Users can define set of questionnaires and can also attached attachments here.
Audit Risk
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The Audit Risk application allows you to associate an Audit Risk to various entities and Audit Controls.
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The Audit Risks can be leveraged by the Audit Engagement Template application. These risks are meant to be used as a library and not for tracking against.
Audit Controls
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The Audit Control application allows you to associate an Audit Control to various Entities, Audit Risks, and Audit Procedures.
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The Audit Controls can be leveraged by the Audit Engagement Template application. These controls are meant to be used as a library and not for tracking against.
Insight
Archer Insight use case has been incorporated into the Archer installer. This includes some of the following features:
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Archer Insight has reinvented the process for facilitating risk managers in moving from qualitative to quantitative risk management programs.
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An intuitive and robust user-interface gives risk managers 3 options for assessing risks:
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Actual - actual state of a risk without knowing the specific control environment.
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Inherent / Actual – comparison of inherent and actual state of a risk without knowing the specific control environment.
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Control Specification - comparison of inherent, actual, and full state of a risk, by indicating specifics about the control environment.
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The use case also introduced value of control aggregations on quantitative risk analysis, which is then compared to the overall annual control cost. This allows Risk managers to aggregate control values and costs to understand a control’s full return on investment (ROI) in managing their risks.
Repackaged use cases
The following use cases have been repackaged due to minor updates from Archer Insight. There are no material changes to functionality.
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Loss Event Management
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Third Party Governance
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Cyber Incident & Breach Response
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IT Controls Assurance
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Business Continuity & Disaster Recovery Planning
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Issues Management
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Audit Planning & Quality
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Financial Controls Monitoring
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Policy Program Management
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Business Impact Analysis
Top-Down Risk Assessment
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The Risks application, formerly known as Risk Register, contains process updates for creating, managing, and aggregating financial expected loss for quantitative risks.
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The Risk Statements application, formerly known as the Risk Register Library, not only continues to serve as a template for risk generation, but now also functions as an additional aggregation level for both qualitative and quantitative risks. Risks are now truly an instantiation of the Risk Statement.
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A new Risk Generator application allows users to quickly generate multiple Risks records, based on the combination of selected Risk Statements and targets (Example targets: Applications, Business Processes, or Facilities). A data feed executes generating one risk per unique combination of statement and target. If Metrics and Metrics Library are licensed use cases, the feed can also generate metrics for each generated risk, based on associated Metrics Library records of each selected Risk Statement. For example, if you selected 2 Risk Statements and targeted 3 Facilities records, the system would generate 6 Risks records.
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Both the Risk Scenario and Risk Scenario Library applications have been retired.
IT Risk Management
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The Risks application, formerly known as Risk Register, contains process updates for creating, managing, and aggregating financial expected loss for quantitative risks.
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The Risk Statements application, formerly known as the Risk Register Library, not only continues to serve as a template for risk generation, but now also functions as an additional aggregation level for both qualitative and quantitative risks. Risks are now truly an instantiation of the Risk Statement.
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A new Risk Generator application allows users to quickly generate multiple Risks records, based on the combination of selected Risk Statements and targets (Example targets: Applications, Business Processes, or Facilities). A data feed executes generating one risk per unique combination of statement and target. If Metrics and Metrics Library are licensed use cases, the feed can also generate metrics for each generated risk, based on associated Metrics Library records of each selected Risk Statement. For example, if you selected 2 Risk Statements and targeted 3 Facilities records, the system would generate 6 Risks records.
Key Indicator Management
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The Status field has been renamed to Metric Status. This field is meant to be used to identify the status or current overall disposition of the metric.
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The Current Status field has been renamed to Result Status. This field is meant to indicate the status of the associated metric results.
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The concept of a Threshold Status for Numeric or Qualitative Thresholds has been separated from the metric result status. A threshold status value then resolves to a metric status, such as Green = Pass, Amber = Pass, but Red = Fail.
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Multiple reports have been revised to accommodate for the separation of the Threshold status and the Metric status.
Enterprise Catalog
Includes the following solutions:
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IT Asset Catalog
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Business Asset Catalog
Updates to Control Procedures:
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Ability to capture multiple annual costs on a single control procedure.
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Introduction of a Lifecycle Status.
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Facilities the concept of a workflow around the lifecycle of a control.
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Accommodates the ability to better determine the actual control value by using the combination of Lifecycle Status and the Compliance status.
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Updates to support Archer Insight Use Case:
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Risk quantification hierarchy aggregations.
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Value of control aggregations on quantitative risk analysis, which is then compared to the overall annual control cost.
Updates to support the Audit Engagements & Workpapers use case:
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Updated Business Processes, Business Units, Applications, Facilities, Products & Services, Information Assets, and Devices applications.
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Updated Last Audited Date calculations and added Audit Risks and Audit Controls related records on layout which allows them to create Audit specific Risks and Controls.
Operational Risk Management
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Processing and calculation logic have been updated to automatically exclude all quantitative risks from scope.
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Both the Generation and Publish nodes in the advanced workflow have been updated to incorporate new fields in both Risks and Control Procedures.
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Updates to support Audit Engagements & Workpapers use case:
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In Corporate Objectives, Last Audited Date calculations have been updated and added Audit Risks and Audit Controls related records on layout which allows users to create Audit-specific Risks and Controls.
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Control Assurance Program Management
Updates to Control Procedures:
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Updates to support Audit Engagements & Workpapers Use Case
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In Compliance Scope updated Last Audited Date calculations and added Audit Risks and Audit Controls related records on layout which allows users to create Audit specific Risks and Controls.
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In Compliance Engagements updated Generate Assessments - Partial Scope Report
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Ability to capture multiple annual costs on a single control procedure.
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Introduction of a Lifecycle Status:
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Facilities the concept of a workflow around the lifecycle of a control.
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Accommodates the ability to better determine the actual control value by using the combination of Lifecycle Status and the Compliance status.
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Updates to support Archer Insight Use Case
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In the Control Procedures application, updated Last Audited Date calculations and added Audit Risks & Audit Controls related records on layout which allows users to create Audit specific Risks and Controls.
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Operational Resilience
Impact Tolerances
Component | Description |
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New Fields |
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Updated Fields |
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DDEs |
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Operational Scenario Library
Component | Description |
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New Fields |
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DDEs |
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Operational Scenario Analysis
Component | Description |
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New Fields |
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Updated Fields |
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DDEs |
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Scenario Results
Component | Description |
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New Fields |
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Subcontractors
Component | Description |
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New Fields |
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Business Impact Analysis
Component | Description |
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New Fields |
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Third Party Profile
The changes below were made in 3 levels of the application.
Component | Description |
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New Fields |
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BC/DR Plans
Component | Description |
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New Fields |
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Layout Update |
The cross-reference fields below are added to the Requirements tab in the Recovery Objectives section.
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Business Process
Component | Description |
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New Fields |
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Layout Update |
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Devices
Component | Description |
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Layout Update |
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Data Feeds
Component | Description |
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Updated Feeds |
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Dashboards
Component | Description |
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New Dashboards |
3 new Next Gen Dashboards were created.
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Deleted Dashboards |
3 classic dashboards were deleted.
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Third Party Engagements
The following updates were made to the Third Party Engagements use case.
Third Party Profile Level
Third Party Profile Level - New Fields
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Third Party Documents: Cross Reference to Third Party Document Repository. If the Third Party Document Repository application is available, this field can be used.
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Risks Assessed: Values list field. Values referred from the new global values list GVL: Risks Assessed within Organization.
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Tab and Section Display: Values List field. This field is used to control the display of different layout objects.
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Record Highlights: Calculated Text.
Third Party Profile Level - Updated Fields
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Environmental Risk Percentage: Calculation updated to use the Helper Review Date.
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Governance Risk Percentage: Calculation updated to use the Helper Review Date.
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Social Risk Percentage: Calculation updated to use the Helper Review Date.
Third Party Profile Level - Layout Changes
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About section replaced with Instructions section.
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Layout rearranged and updated for better accessibility.
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New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Level - Data Driven Events (DDE)
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7 new DDEs to control risk category fields based on the Risks Assessed field selection.
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7 new DDEs to control the display layout objects based on the Tab and Section Display field selection.
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1 Always True rule.
Third Party Profile - Subsidiary Level
Third Party Profile Subsidiary level - new fields
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Record Status: System field
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Risks Assessed: Values List field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
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Tab and Section Display: Values List field. This field is used to control the display of different tabs and sections. All values are default values.
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Record Highlights: Calculated Text.
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Helper: Third Party Financial Viability Required?: Calculated Values List field.
Third Party Profile Subsidiary level - layout changes
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Added Instructions section.
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Layout rearranged and updated for better accessibility.
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New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Subsidiary level - Data Driven Events
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7 new DDEs to control risk category fields based on the Risks Assessed field selection
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7 new DDEs to control the display layout objects based on the Tab and Section Display field selection
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1 Always True rule
Third Party Profile - Sub-Subsidiary Level
Third Party Profile Sub-Subsidiary level - New Fields
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Record Status: System field.
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Risks Assessed: Values list field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
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Tab and Section Display: Values List field. This field is used to control the display of different tabs and sections.
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Record Highlights: Calculated Text.
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Helper: Third Party Financial Viability Required?: Calculated Values List field.
Third Party Profile Sub-Subsidiary level - Layout Changes
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Added Instructions section.
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Layout rearranged and updated for better accessibility.
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New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Sub-Subsidiary level - Data Driven Events (DDE)
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7 new DDEs to control risk category fields based on the Risks Assessed field selection.
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7 new DDEs to control the display layout objects based on the Tab and Section Display field selection.
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1 Always True rule
Engagements
The following updates were made to the Engagements application.
Engagements - New Fields
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Risks Assessed: Values list field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
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Tab and Section Display: Values List field.
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Reassign Stakeholders?: Values list. Created to support the stakeholder reassignment.
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Cancel Task Description: Calculated text.
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Cancel Task Resolution: Calculated text.
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Cancel Task Subject: Calculated text.
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Record Highlights: Calculated Text.
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DynamicWorkflowTracker Status: Calculated Values List field.
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Helper: Third Party Financial Viability Required?: Calculated Values List field.
Engagements - Updated Fields
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Engagement Type: Removed required. This field is now selectively required with the help of a Data Driven Event.
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Engagement Manager: Renamed to Engagement Risk Manager.
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Max Inherent Engagement Risk: Renamed to Inherent Engagement Risk.
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Max Residual Engagement Risk: Renamed to Residual Engagement Risk.
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Status: Added the new values Terminated and Termination in Progress. Calculation updated.
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Workflow Status: Added the new values Terminated and Termination in Progress.
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Default Record Permissions: For the Executive Management group, a default value is selected.
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Business Processes: Changed field display from Grid to Single Column.
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Products and Services: Changed field display from Grid to Single Column.
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Task Terminate Resolution: Calculation updated to change cancelled to terminated.
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BU Risk Manager Approval Status - Updated field permissions to full access to Third Party: 2nd line of defense and Read to Everyone retained. Field is no longer updated by advanced workflow.
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BU Risk Manager Submit Date - Updated field permissions to full access to Third Party: 2nd line of defense and Read to Everyone retained. Field is no longer updated by advanced workflow.
Engagements - Layout Changes
Default Layout: This layout is now used at all the advanced workflow nodes.
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About section replaced with Instructions section.
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Layout rearranged and updated for better accessibility.
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New Administrative Fields tab was added to the Archer System Administrators group.
Engagements - Data Driven Events (DDE)
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7 new DDEs to display risk category tabs and fields based on the Risks Assessed field selection.
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6 new DDEs to display layout sections or tabs based on the Tab and Section Display field selection.
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7 new DDEs to display layout objects based on Status.
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4 new DDEs to set questionnaire generation fields to No if Risks assessed field does not have a category selection.
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Reused existing rules and actions, where possible.
Engagements - Notification Changes
The following notifications were renamed to match the updated process.
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Engagements: BU Risk Mgr Approval notification renamed to Engagements: BU Manager Approval Complete
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Engagements: BU Manager Termination renamed to Engagements: Engagement Cancelled
Engagements - Advanced Workflow Changes
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Reduced the number of evaluation nodes.
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Reduced the user action nodes, where possible.
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Default layout selected in all user action nodes.
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Approval level reduced to 1, only Business Unit Manager approval.
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Workflow updated for Cancel and Terminate.
Engagements - Deleted Items
-
Layouts: Following Layouts are deleted as they are no longer required:
-
001: Initiate Engagement
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002: Reassign Engagement
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003: Analyze Inherent Risk
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004: Analyze Residual Risk
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005: Pending Requirement Evaluation
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006: BU Risk Manager Risk Approval
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007: BU Risk Manager Review
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008: BU Manager Review GUID
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009: BU Review Cancel Engagement
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010: Terminate Engagement
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011: Cancel Engagement
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Data Driven Events: Following data driven events were deleted as they have been merged within other events and are no longer required.
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Other Category Contains Not Applicable Or No Selection: Action: Hide Other Category Description
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Status Equals Active Or Workflow Status Equals Awaiting Evaluation: Action: Hide Terminate Engagement Instructions
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Classic Dashboards: The following dashboards were deleted as they were replaced with Next Generation dashboards.
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Third Party Task Driver
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Third Party Management
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Third Party Process Manager
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Contracts
The following updates were made to the Contracts application.
Contracts - Updated Fields
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Contract Status calculation updated to also consider the newly added Termination status from Engagements in the existing cancel logic.
Third Party Risk Management
The following updates were made to the Third Party Risk Management use case.
Third Party Profile Level
Third Party Profile Level - New Fields
-
Third Party Documents: Cross Reference to Third Party Document Repository. If the Third Party Document Repository application is available, this field can be used.
-
Risks Assessed: Values list field. Values referred from the new global values list GVL: Risks Assessed within Organization.
-
Tab and Section Display: Values List field. This field is used to control the display of different layout objects.
-
Record Highlights: Calculated Text.
Third Party Profile Level - Updated Fields
-
Environmental Risk Percentage: Calculation updated to use the Helper Review Date.
-
Governance Risk Percentage: Calculation updated to use the Helper Review Date.
-
Social Risk Percentage: Calculation updated to use the Helper Review Date.
Third Party Profile Level - Layout Changes
-
About section replaced with Instructions section.
-
Layout rearranged and updated for better accessibility.
-
New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Level - Data Driven Events (DDE)
-
7 new DDEs to control risk category fields based on the Risks Assessed field selection.
-
7 new DDEs to control the display layout objects based on the Tab and Section Display field selection.
-
1 Always True rule.
Third Party Profile - Subsidiary Level
Third Party Profile Subsidiary level - new fields
-
Record Status: System field
-
Risks Assessed: Values List field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
-
Tab and Section Display: Values List field. This field is used to control the display of different tabs and sections. All values are default values.
-
Record Highlights: Calculated Text.
-
Helper: Third Party Financial Viability Required?: Calculated Values List field.
Third Party Profile Subsidiary level - layout changes
-
Added Instructions section.
-
Layout rearranged and updated for better accessibility.
-
New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Subsidiary level - Data Driven Events
-
7 new DDEs to control risk category fields based on the Risks Assessed field selection
-
7 new DDEs to control the display layout objects based on the Tab and Section Display field selection
-
1 Always True rule
Third Party Profile - Sub-Subsidiary Level
Third Party Profile Sub-Subsidiary level - New Fields
-
Record Status: System field.
-
Risks Assessed: Values list field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
-
Tab and Section Display: Values List field. This field is used to control the display of different tabs and sections.
-
Record Highlights: Calculated Text.
-
Helper: Third Party Financial Viability Required?: Calculated Values List field.
Third Party Profile Sub-Subsidiary level - Layout Changes
-
Added Instructions section.
-
Layout rearranged and updated for better accessibility.
-
New Administrative Fields tab was added to the Archer System Administrators group.
Third Party Profile Sub-Subsidiary level - Data Driven Events (DDE)
-
7 new DDEs to control risk category fields based on the Risks Assessed field selection.
-
7 new DDEs to control the display layout objects based on the Tab and Section Display field selection.
-
1 Always True rule
Engagements
The following updates were made to the Engagements application.
Engagements - New Fields
-
Risks Assessed: Values list field. Values referred from the new global values list, GVL: Risks Assessed within Organization.
-
Tab and Section Display: Values List field.
-
Reassign Stakeholders?: Values list. Created to support the stakeholder reassignment.
-
Cancel Task Description: Calculated text.
-
Cancel Task Resolution: Calculated text.
-
Cancel Task Subject: Calculated text.
-
Record Highlights: Calculated Text.
-
DynamicWorkflowTracker Status: Calculated Values List field.
-
Helper: Third Party Financial Viability Required?: Calculated Values List field.
Engagements - Updated Fields
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Engagement Type: Removed required. This field is now selectively required with the help of a Data Driven Event.
-
Engagement Manager: Renamed to Engagement Risk Manager.
-
Max Inherent Engagement Risk: Renamed to Inherent Engagement Risk.
-
Max Residual Engagement Risk: Renamed to Residual Engagement Risk.
-
Status: Added the new values Terminated and Termination in Progress. Calculation updated.
-
Workflow Status: Added the new values Terminated and Termination in Progress.
-
Default Record Permissions: For the Executive Management group, a default value is selected.
-
Business Processes: Changed field display from Grid to Single Column.
-
Products and Services: Changed field display from Grid to Single Column.
-
Task Terminate Resolution: Calculation updated to change cancelled to terminated.
-
BU Risk Manager Approval Status - Updated field permissions to full access to Third Party: 2nd line of defense and Read to Everyone retained. Field is no longer updated by advanced workflow.
-
BU Risk Manager Submit Date - Updated field permissions to full access to Third Party: 2nd line of defense and Read to Everyone retained. Field is no longer updated by advanced workflow.
Engagements - Layout Changes
Default Layout: This layout is now used at all the advanced workflow nodes.
-
About section replaced with Instructions section.
-
Layout rearranged and updated for better accessibility.
-
New Administrative Fields tab was added to the Archer System Administrators group.
Engagements - Data Driven Events (DDE)
-
7 new DDEs to display risk category tabs and fields based on the Risks Assessed field selection.
-
6 new DDEs to display layout sections or tabs based on the Tab and Section Display field selection.
-
7 new DDEs to display layout objects based on Status.
-
4 new DDEs to set questionnaire generation fields to No if Risks assessed field does not have a category selection.
-
Reused existing rules and actions, where possible.
Engagements - Notification Changes
The following notifications were renamed to match the updated process.
-
Engagements: BU Risk Mgr Approval notification renamed to Engagements: BU Manager Approval Complete
-
Engagements: BU Manager Termination renamed to Engagements: Engagement Cancelled
Engagements - Advanced Workflow Changes
-
Reduced the number of evaluation nodes.
-
Reduced the user action nodes, where possible.
-
Default layout selected in all user action nodes.
-
Approval level reduced to 1, only Business Unit Manager approval.
-
Workflow updated for Cancel and Terminate.
Engagements - Deleted Items
-
Layouts: Following Layouts are deleted as they are no longer required:
-
001: Initiate Engagement
-
002: Reassign Engagement
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003: Analyze Inherent Risk
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004: Analyze Residual Risk
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005: Pending Requirement Evaluation
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006: BU Risk Manager Risk Approval
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007: BU Risk Manager Review
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008: BU Manager Review GUID
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009: BU Review Cancel Engagement
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010: Terminate Engagement
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011: Cancel Engagement
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Data Driven Events: Following data driven events were deleted as they have been merged within other events and are no longer required.
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Other Category Contains Not Applicable Or No Selection: Action: Hide Other Category Description
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Status Equals Active Or Workflow Status Equals Awaiting Evaluation: Action: Hide Terminate Engagement Instructions
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Classic Dashboards: The following dashboards were deleted as they were replaced with Next Generation dashboards.
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Third Party Task Driver
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Third Party Management
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Third Party Process Manager
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Contracts
The following updates were made to the Contracts application.
Contracts - Updated Fields
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Contract Status calculation updated to also consider the newly added Termination status from Engagements in the existing cancel logic.
Release Summary
Release: 2024.03
Availability:
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SaaS customers: Archer SaaS Non-Production area on March 20, 2024 and the Archer SaaS Production area on April 3, 2024.
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On-premises customers: April 11, 2024.
Fixes: This update contains fixes for the Archer Platform.
Languages: Available in these supported languages: English, French, Spanish, German, Italian, Brazilian Portuguese, Japanese, and simplified Chinese
Recommendation for On-premises customers: Apply the latest update. All releases are cumulative. If you are running Archer Release 6.2 or earlier, you must first upgrade to Archer Release 6.8 and then upgrade to this latest release. To obtain Release 6.8, please contact your account representative or open a support case.
End of Primary Support: Archer has a defined End of Primary Support policy associated with all major versions. For additional details, refer to the Product Version Life Cycle.