Granting individual users access, does not automatically provide access to all moduleName within your organisation, but it allows users to create a new one. You can only view items to which you are assigned or have permissions. 

A moduleName permissions include:

• Owner
• Member
• Notified user
• Attachment reviewer

There can only be a single owner but there are no limits to the number of members or notified users. Each attachment can also have one reviewer. Owners can edit and delete their assigned items, while all other roles have edit rights but cannot delete. When more than two members or notified users are added, the additional user details are combined into a single pill, which can be clicked to view further details. These pills are alphabetically ordered.

To add a notified user, use the mention function in either the description field on the Details tab or the notes field on the Notes tab. 

• To begin, click the @ symbol on your keyboard and type the first name of the user you wish to mention. 
• A user can be mentioned at the start, in the middle, or at the end of the entered text. 
• To remove a user as a notified user, simply delete their name from the relevant note. 
• Mentioning a user sends an in-Platform notification and an email unless the user has disabled email notifications. 
• The email notification sends a complete copy of the text entered by the user in the 9ine Platform, to the user’s registered email address.

Step 1:

Step 2:

The Number field helps order items sequentially in the log. You can enter up to five-digit numbers, including decimals. The sequence number is visible to all users within the organisation and is not user-specific.

The Description field offers additional formatting functionality. The formatting applied in the rich text editor is retained and displayed on the moduleName log when clicking the Description icon.

If a description has not been added, the field appears as grey and disabled on the moduleName log.

When selecting a date, you can manually type in the specified format or click on the date in the header to quickly navigate through months or years. The clear button allows you to easily remove any entered date. 

When the date entered in either of the date field lapses, a warning message is displayed. Similarly, lapsed dates are shown in red on the moduleName log.

To add an item in the respective tab, enter text in the field and click Add.

• The checklist tab accepts alphanumeric values and has no text limit.
• Duplicate entries are not permitted.
• When you enter more than one entry, you have the option to reorder them by dragging and dropping the items into your preferred sequence.
• Individual items can be marked as closed, with the option to undo this action at any time by unchecking the item.
• To mark an individual item as closed, you can either click the checkbox or the text. When an item is marked as closed, the text will be struck through. To uncheck an item, repeat this process. 

You also have the option to edit and delete individual items.

The Notes tab allows you to maintain a single repository of information. You can add multiple notes at once using the Add Another function, but these notes are not saved until you click the primary Save button at the bottom of the popup. 

When adding a new note, a record of the user's details, date, and time of entry are added, and the most recent notes will automatically appear at the top of the list. If an individual note is edited, the time and date of the note are updated, and the note reordered.

Additional formatting functionality is provided on the notes tab. If entering large volumes of data, click the Full Screen option.

The Attachments tab allows you to upload files or images using your native file explorer. 

• Maximum file size: 10MB
• A maximum of five files can be uploaded at a time
• Supported file types: jpg, jpeg, tif, tiff, png, odg, otg, txt, rtf, doc, docx, pages, odt, ott, odm, pdf, xml, xmlx, numbers, ods, ots, ppt, pptx, key, keynote, odp, otp, xls, xlsx, tsv, csv, pst, eml, emlx, ost, oft, msg
• The file name cannot contain special characters: /?<>|"\ #+&'~

Each attachment uploaded can be assigned a reviewer, allocated a review date, and further information can be included. This process ensures that attachments added remain current and do not become obsolete. When an attachment is added and a reviewer is assigned, the reviewer is automatically granted access to the moduleName, enabling them to review the attachment.

Default sorting is applied to the No. column, which can be altered by clicking on the title of any other column. Clicking a column header once sorts the log by the selected column, and clicking it a second time reverses the order. 

To remove individual columns, click View and deselect the columns you do not want to display, whilst retaining a minimum of one column. After selecting your preferred columns, click Apply. You also have the option to Save View.

You can also change the sequence order of the columns by dragging and dropping them into your preferred order. Any changes are automatically saved and retained on the next login. 

To focus on specific items, you can use the Filter or Search functions. When a filter is active, an orange icon appears next to the filter icon for easy recognition. 

• To quickly clear any filters, click the Clear Filters button in the popup. 
• You can also apply a temporary filter without clicking Save Filter.
• To revert back to your saved filter, click Reset.
• Similarly, you can select data points and click Apply without saving your filter options.

A range of default project groups and projects are generated based on your organisation’s subscription. Default project groups are created to help manage your organisation's risks, issues, lessons and tasks associated with the features purchased in the 9ine Platform. They are editable by their owner, members, notified users, attachment reviewers and your 9ine Platform administrators.

There are a total of seven default project groups available across the 9ine Platform, including:

• Data Privacy & Protection
• Incident Management
• Risks & Issues
• Roles & Responsibilities
• Vendor Assessment
• Lessons
• Contract Management

These have a further seven projects (associated with their respective project group above):

• Data Privacy & Protection Governance
• Incident Governance
• Risks & Issues Governance
• Roles & Responsibilities Governance
• Vendor Governance
• Lessons Governance
• Contract Governance

Default project groups and projects have a range of restrictions, including:

• These cannot be deleted but they can be hidden by using the filter.
• Your organisation is only granted access to a default project group and project based on your subscription.
• You cannot have a default project without a project group, and vice versa.
• Users can not edit the title of a default project group or project.
• A default project group or project is automatically assigned to your organisation’s Primary Account Administrator (PAA) but can be reassigned. 

The default project groups (and projects) created by subscription type are detailed below:

• On purchasing Privacy Platform, your organisation has access to Data Privacy & Protection, Incident Management, and Vendor Assessment. 
• On purchasing Incident Platform, your organisation has access to Incident Management.
• On purchasing Vendor Platform, your organisation has access to Vendor Management.

To ensure you're always informed of key moduleName milestones, users can configure their personal notification preferences within the Notification Settings area of the 9ine Platform. This enables both email and in-Platform alerts for important events in the moduleName lifecycle such as end dates, due dates, renewal reminders, termination deadlines, and next review dates.

To activate alerts:

1. Navigate to your Notifications (available in the header)
2. Click the Notification Settings icon

Toggle Global Lifecycle Alerts on for both In Platform and Email to receive notifications through both channels.

Under Reminder, you can select how far in advance you would like to be notified of an upcoming milestone (e.g. 7, 14, or 30 days before the due date). This ensures you receive early warnings before deadlines approach. You can choose any period from 1 to 31 days in advance.

These reminders are designed to give moduleName owners and stakeholders enough lead time to review, act, or make decisions before renewal or termination windows close.

To receive multiple reminders, you can enable Repeat notifications.

• Repeats are available in weekly intervals and are only triggered if your chosen reminder period is 7 days or more.
• The number of notifications is based on your reminder window:

For example:

• If your reminder is set to 10 days, you’ll receive 1 notification.
• If it’s set to 16 days, you’ll receive 2 notifications.

This flexible notification system helps ensure key events never go unnoticed, especially in busy school environments where planning ahead is essential.