Feature Request - Reduce Clicks, Save Sanity (Control Catalog)

Background

We are one of those organizations that has not (yet) fully embraced Markdown-based documentation and API-driven integrations. Instead, we operate with an external document management system.

As a result, Eramba effectively serves as our ISMS, while the Policy Items are primarily references that link to the actual policies stored in our document management system.

This setup is, of course, the natural outcome of organizational separation of responsibilities, internal politics, quality management structures, IT, information security, and probably a few additional committees nobody remembers creating. But that’s beside the point. I’m sure we’re not the only company proudly representing this level of digital maturity.


The Challenge

As a former Security Engineer who now works in GRC, I can’t help but notice every workflow that takes five clicks when I know it could realistically take one.

Normally, this would be a minor annoyance.

However, once you multiply those extra clicks by the number of policies, reviews, audits, and administrative tasks performed over an entire year, it becomes a surprisingly significant amount of time spent… clicking.

Sometimes I even get the strange feeling that I dreamt the previous night about sitting on a beach, managing my ISMS entirely inside Jira and Confluence, where opening a document (page) strangely somehow required less effort than making a coffee.

The current workflow looks roughly like this:

Control Catalog → Policies

  • Select checkbox
  • Click “View”
  • Wait until the Window has finished resizing, because in the meantime you tried to klick the View-Link but it managed to evade the cursor.
  • Click the actual “View” Link
  • Document opens

Proposal

I believe the productivity of every ISO working with Eramba could be significantly improved with a few relatively small UI/UX optimizations.

The desired workflow would look like this:

Ideally, it should simply be:

  • Click the document cell (Control Catalog → Polciies → Documentname)
  • Document opens

Request

I have two requests.

First, I would encourage the Eramba team to introduce UX analytics (I’m sure there’s a proper industry term for “measuring how often users are forced to click the same button”). Understanding where users repeatedly perform unnecessary interactions could provide valuable insights for improving the product.

More importantly, my actual feature request is this:

Please allow users to open the linked document simply by clicking the corresponding table cell.

Besides saving countless clicks, this would also make it much easier to delegate ISMS responsibilities to other teams, such as IT. At the moment, colleagues regularly end up asking me:

“How did you find the policy link again?”

It would be nice if the answer wasn’t “Years of training.”


P.S.

This post intentionally contains a little humor and sarcasm. The posting guidelines explicitly encouraged writing something engaging, so I considered myself officially authorized.

Thanks for reading all the way to the end. Hopefully, I’m not the only one who has sacrificed countless clicks to the UI gods, and a few fellow sufferers will support this request with an upvote.

6 Likes

I’d second this. Eramba has added a lot of great features since we started using it a couple of years ago, but I’d love to see fewer clicks, direct entry in most views, and support for more bulk operations. Being able to enter data directly in the column view in Risk Management would be a game changer. I also wasn’t a fan of the change a while back that moved actions to the bottom of the screen — highlight, scroll down, choose the action. I use Eramba daily and rely on it to manage our risks, but the amount of clicking needed to accomplish the same tasks seems to have crept up over time.

Thanks for the suggestion, this is really valuable feedback, and I’m more or less with you on it.

I’d just love to understand one thing a bit better. How does the previous version:

differ from actual one?


From what I can see, editing takes two clicks either way, and running a report is the same number of clicks too. I might be missing something, so if there’s a workflow where the difference really shows, I’d like to hear about it. That would help us understand better and make sure we address the right thing.

Hi there sam

Thanks for your response!

What I’m really trying to achieve is to get away from unnecessary checkbox clicking and be able to simply click the document name to open the linked document directly.

The UI you mentioned with the context menu and the Edit option is actually new to me. Maybe it’s worth mentioning that I’m using Eramba 3.30.1 on a MacBook using a Chromium-based browser. I can’t seem to find the menu shown in your first screenshot.

At the moment, my interface looks like the one in the second screenshot.

That said, Eramba already offers a similar concept elsewhere. For example, in Internal Controls, hovering over the linked document name displays a small dropdown that allows direct access to the document.

This exact interaction would be very useful within the Policy section and ideally anywhere else where linked objects represent documents. It would remove the need to open context menus or additional windows just to reach the document.

But even with the current dropdown, there are still several clicks before I actually arrive at the document. (Checkbox → Document View → Click View Link) with a few windows that appear in the meantime.

From my perspective, the most efficient workflow would simply be:
Click the document name → open the document.

For me, around 90% of my work as ISO/ISMS Manager revolves around document management: reviewing, editing, updating, and maintaining policies and procedures. I perform these actions countless times. Besides that, I also handle project management, some security operations, awareness activities, and typical GRC tasks.

Because document access is by far the most common action in my daily workflow, every unnecessary click adds up surprisingly quickly. That’s why I believe direct navigation to linked documents would be a meaningful usability improvement. Maybe not only for me, but likely for many organizations that use Eramba primarily as their ISMS while storing the actual documents in an external document management system.

I really appreciate the discussion and your openness to feedback. Even if the implementation ends up being different from what I originally envisioned, I think improving the navigation towards linked documents would have a noticeable positive impact on the overall user experience.

Thanks again for taking the time to look into this and for considering the idea.

This would only apply to ‘Use URL’ policies, for ‘Use Content’ policies you already have it in 2 clicks.

Also on the document view, there is usefull information like the last review date, next review date, etc., so having a direct link would remove that.
I guess in your case, would it be useful to have like a ‘Open URL’ button on the bottom drawer instead?

This is a bit tricky to implement given that we have inline edits. Clicking on a policy name should be for editing or to view the content?

If viewing content, that would introduce a UX concept exclusive to one specific eramba section/field, which may not be ideal since all sections are meant to follow a consistent logic.

Hi Adrian

That would be helpful already. or the little dropdown-window that appears, when hovering.
or the document-name contains the “view”-URL and is clickable.

It really doesn’t matter as long the document can be accessed within 1, max 2 clicks.

There is actually a workaround for this but i wish it wouldn’t be necessary:

  • Get to the Policy or Control List overview → go to customization
  • Add another Column/Field, give it a name, for example “URL”
  • Paste the effective Link to the newly created URL Field.
  • Change the View of the current List and make the new URL Field visible.
  • Once you hover with the cursor over the newly created URL Field, it shows a dropdown-window with a clickable Link.

Really nice would be: I click the name, url field or any other dedicated field of an item in the list and the document-link opens.

Thanks for having a deeper look!