Administrator Fundamentals — Module 4 of 4
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“As an administrator who has configured the ValidMind Platform to suit our organizational requirements, I want to use ValidMind to oversee how our teams interact with our models and customize reporting to provide insights tailored to our use cases.”
This final module is part of a four-part series:
Administrator Fundamentals
First, let’s make sure you can log in to ValidMind.
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To continue, you need to have been onboarded onto ValidMind Academy with the Customer Admin role and completed the first three modules of this course:
Be sure to return to this page afterwards.
The Model Activity page shows a record of all activities, including actions performed by users in your organization and updates generated via the library such as:
To view model activity:
In the left sidebar, click Inventory.
Select a model or find your model by applying a filter or searching for it.
In the expanded sidebar that appears for your model, click Model Activity.
Review model activity
Review model workflows
(Scroll down for the full instructions.)
Try it live on the next page.
Review workflows associated with your models:
To review the details for workflows currently active on a specific model:
In the left sidebar, click Inventory.
Select a model or find your model by applying a filter or searching for it.
On the landing page of your model, locate the active workflows section.
Click on the name of any active workflow to review that specific workflow’s details.
Click on the tab you would like to review:
Review a timeline of workflows running or previously run on a model:
In the left sidebar, click Inventory.
Select a model or find your model by applying a filter or searching for it.
On the landing page of your model, locate the Workflows section. If workflows are running or have previously run on your model, you can:
Filter the view using the show drop-down menu to display only runs from specific workflows.
Click See All Workflows to see records of workflows by status:
View model workflows
Welcome to Analytics
Here, you can find executive summaries, track information on models, findings, and more.
Default report widgets are provided in the Models and Findings dashboards.
You can supplement these with your own custom reports in additional dashboards to suit your organizational needs.
When you’re done exploring, click to learn more about analytics.
View report data
Try it live on the next page.
Reports will not include data or findings from archived models.
In the left sidebar, click Analytics.
Click on the tab for the type of reports you want to review.
For each of the bar or pie charts, hover for numerical breakdowns or click on individual sections to get a more detailed view.
For example, to see all findings related to specific risk area:
To supplement the default reports with your own custom reports, first create a custom analytics page, then add your custom visualizations:
In the left sidebar, click Analytics.
Click Add Page.
On the Add New Page module, enter in the:
Click Add New Page to create your custom analytics page.
On Analytics, click on the tab for your custom page you’d like to add a visualization to.
Click Edit Dashboard.
Select Add Widget then Add Visualization.
On the Add Visualization panel, enter in your title.
Select a visualization type:
Select a dataset:
Select the visualization configuration options to apply to the dataset.
When you are done configuring your dataset, click Add Visualization to insert your custom widget onto the analytics page.
Create a custom visualization
Organizational oversight & reporting
Want to learn more? Find your next learning resource on ValidMind Academy.
In this final module, you learned how to:
There is more that ValidMind can do to help you oversee models and unite your model risk management teams within one comprehensive tool:
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