See what's changed in our latest UX update.
The release of v15.0 of the Credo AI Governance Platform includes significant improvements to the overall user experience, particularly on the Use Case overview and review screens. The goal of these improvements is to simplify and streamline the user experience for both business stakeholders who are submitting AI Use Cases for governance review and governance stakeholders who are logging into Credo AI to review, provide feedback, and approve or reject AI Use Cases.
This guide walks through the changes to the Credo AI Platform, with side-by-side comparisons of the user experience in v14 and earlier versions and the updated user experience in v15 and later versions.
Changes to the Application Navigation Menu
The main navigation menu of the platform is changing, with the goal of making it easier for users to navigate to the page that they’re looking for from anywhere in the platform.
We have taken the Use Case Registry (labelled “AI Registry” in the old navigation menu), Vendor Registry, and Model Registry and made those sub-navigation options under an overall heading, “AI Registry.”
We have also renamed “Governance Center” to “AI Governance” in the menu and created sub-navigation options for each of the Governance Center sub-navigation pages, which are currently only accessible from within the Governance Center page. This change makes it easier for users to navigate to a specific page of the Governance Center from anywhere in the platform.
Users can collapse the sub-navigation options under the AI Registry and AI Governance headers by clicking on the carrot next to the header.
The old navigation can be seen on the left; the updated navigation menu is on the right. In the new navigation menu, users can collapse the AI Registry and AI Governance menu items to hide those sub-nav options.
Accessing “My Settings” via the Settings Page
Another change we’ve made to the navigation of the application is where users can access “My Settings,” which include user profile information, notification preferences, and API token generation. In the previous interface, My Settings was accessed by clicking your username at the bottom of the lefthand navigation menu. Now, you can access My Settings by clicking on the Settings page from the lefthand navigation menu, and then clicking into any of the “My Settings” options.
We have deprecated Dark Mode as part of the UX refresh, so users will no longer be able to set their application view in Dark Mode from the My Settings menu.
The old “My Settings” options (seen on the left) can now be found in the Settings page under “My Settings” (shown on the right).
Changes to the Use Case Registry
The new Use Cases page, which replaces the old AI Registry page in the new interface.
The AI Registry has been renamed “Use Cases” in the lefthand navigation menu, and it is getting a visual refresh as well in this UX update.
We’ve added two cards at the top of the AI Registry: one represents a count of the total number of Use Cases in the Registry, and the other shows a count of the total Use Cases Under Review, meaning the total number of Use Cases for which a review has been opened and is active. Clicking on this “Under Review” card will filter the AI Registry to just those Use Cases with an open active review. The “Under Review” label is also visible in the AI Registry list itself.
Users can still filter the AI Registry and change the columns that appear in the AI Registry to include any default or custom metadata fields that are configured in the tenant. These user-level configurations will persist when a user leaves the page and comes back.
Users can download or upload Use Cases in bulk by clicking the down arrow and up arrow icon buttons next to “Add use case.”
To add a new Use Case in the new UX, click “Add use case” (replacing the small purple “+” button in the top right corner of the screen in the old interface).
Updates to the Register New Use Case User Flow
When a user clicks “Add use case” from the Use Cases page of the AI Registry (or from the Home page), they’ll see a new modal pop up where they can enter in some basic information about their Use Case. This includes the Use Case name, which is required, and a description, which is optional.
From this same modal, they’ll also be able to select the relevant intake questionnaire (which was previously its own step in the Register New Use Case flow).
Users can also enter in metadata about their Use Case by expanding the “Additional fields” section at the bottom of the modal, including which model(s) and vendor(s) should be associated with the Use Case, the deployment region, domain, etc. etc.
The old interface included two steps in the “Register new Use Case” modal; those two steps (of selecting an intake questionnaire and then providing the Use Case information) are condensed into one step in the new UX.
When the user clicks “Add” (formerly “Begin” in the old interface), they will now land on the Use Case Overview screen. In the previous interface, User-type users would land immediately on the “Questionnaire” tab of the Use Case, while Admin- and Expert-type users would land on the Use Case Overview. Based on feedback from customers, we’re eliminating this difference in experience and putting all users, regardless of their role, on the Use Case Overview page.
The New Use Case Overview Screen
The Use Case Overview screen has been reorganized to make it easier for users to see and edit critical information about Use Cases, and to understand exactly where they are in the governance workflow and what to do next.
Use Case Info, Associations, and Stakeholders
In the old Use Case Overview screen, the “Use Case Info” section was hidden by default, which led to a lot of user confusion about where to see information about the Use Case, including the associated models and vendors and the relevant metadata fields.
In the new interface, the Use Case Overview shows the Use Case details at all times, and Associations—the associated Models and Vendors—are pulled out into their own unique section. The Stakeholders associated with the Use Case—the owners and contributors—are also given their own modal at the top of the fold, to make it easier to see who’s involved in a particular Use Case. Both Associations and Stakeholders can easily be edited from these modals by Use Case Owners and Contributors.
The new Use Case Overview page for a Use Case that has just been registered.
Users will now see a blue informational banner in the “Use case details” section of the Overview if there are metadata fields that have not been provided for the Use Case; a user can dismiss this alert at any time by clicking “ignore,” or they can click “Edit Information” to provide the additional metadata fields and automatically dismiss the alert.
The informational banner alerting users to missing metadata fields.
Governance Workflow “Stepper”
The Use Case Overview still includes a workflow “stepper” that shows users where a Use Case is in the governance workflow and what needs to be done next. We have added a call-to-action button that links to the next action that users need to take to move the Use Case through the workflow, which changes depending on where the Use Case is in the workflow.
For example, when a Use Case is first registered, users will see a button taking them to the Questionnaire page of the Use Case, so they can complete the questionnaire, which is the next step in the governance workflow.
Use Case Settings & Start New Review
The Use Case Settings page has been moved from the lefthand Use Case sub-menu to a button at the top right corner of the Use Case Overview; from this new Settings drop-down, users can see the unique ID associated with the Use Case, and the creation date. Admin-type users can also toggle risk evaluations (i.e. residual and inherent risk scores associated with risk scenarios applied to the Use Case) on and off and can change the Governance Workflow Status (either “Intake” or “Governance”) of the Use Case. Admins and Owners can also delete the Use Case from this Settings drop-down.
Users now see a “Start new review” button in the righthand corner of the Use Case across all pages. Users can start a review at any time, as long as all of the required questions in the Questionnaire tab have been completed.
The new Use Case Overview still includes a “stepper” that shows where the Use Case is in the AI governance workflow; however, we’ve added an informational call-to-action that prompts the user, with a clickable button, to take the next required action; for example, when a Use Case is first registered, users will see a prompt to “Complete the Questionnaire,” with a button that links them to the Questionnaire page of the Use Case.
Risk Classification, Governance Plan, and Alerts
Finally, the Use Case Overview includes the Risk Classification (formerly known as “Risk Category”) of the Use Case and the Governance Plan—the risks that must be mitigated and compliance requirements that must be met. Both the Risk Classification and Governance Plan are hidden from User-type users until the Use Case has been submitted for at least one review; but Expert-type and Admin-type users can see (and edit) the Risk Classification and Governance Plan at any time.
The Governance Plan has been significantly simplified compared to the old interface. Instead of displaying all of the information associated with the Risk Plan and the Compliance Plan, the Governance Plan in the new interface summarizes the total number of risk scenarios of each type that are currently applied to the Use Case, and the Policy Packs that have been applied to the Use Case. To see more detail, users can click “View risk” or “View compliance” to go to the Risk and Compliance tabs of the Use Case, respectively.
The old Governance Plan is shown on the left; the new, simplified version is shown on the right.
The “Alerts” associated with the Use Case—alerts that are triggered based on intake questionnaire answers—have been put into a separate modal that users can choose to click into, and the Alerts themselves have been redesigned to be much more clear to the user, to understand exactly what alert was triggered based on which specific answer to which specific question.
The old Alerts interface is shown on the left, the new, streamlined Alerts pop-up is shown on the right.
Updated Use Case Questionnaire Screen
The Use Case Questionnaire screen has all of the same functionality as before, but an updated look and feel in line with the visual design improvements we’ve made throughout the rest of the platform.
At the top of the Questionnaire page, you’ll see how many questions have been answered out all of the questions applied to the Use Case. Admin- and Expert-type users can add additional questionnaires to the Use Case beyond the one that was added upon Use Case creation by clicking the “Add questionnaire” button.
To set a due date for an intake questionnaire, click the “Due:” button underneath the name of the intake questionnaire. To assign an intake questionnaire section to a user or team, click the “Assign” button next to the section.
Updated Review Experience
The Review experience has undergone significant changes as part of this user experience overhaul, with the goal of streamlining and simplifying the experience of conducting a review and responding to feedback for all users, reviewers and business stakeholders alike.
Replacing the “Reviews” Screen with a Review Panel
In the old interface, when a user submitted a Use Case for Review, it opened the review in the “Reviews” page of the Use Case. This Reviews page had tabs—Review Summary, Questionnaires, Risk, and Compliance—which reviewers could navigate between to view all of the information on the Use Case; these tabs provided a “view only” experience that duplicated the information inputted by users in the Questionnaires, Risk, and Compliance pages of the Use Case (from the lefthand Use Case sub-menu).
The new user experience eliminates this duplicative and confusing “Reviews” page in favor of a Review panel, which is opened and visible on all pages of a Use Case while that Use Case is under review. Reviewers can leave feedback and comments via this Review panel while reviewing across the Questionnaires, Risk, and Compliance pages of the Use Case.
The new Review panel experience, which replaces the old “Reviews” page of the Use Case. Reviewers can now navigate through the Questionnaire, Risk, and Compliance pages using the lefthand Use Case sub-navigation, and the Review panel will follow them across these pages as they leave comments and feedback during a review.
Adding Reviewers to a Review
Admin- and Expert-type users can add Reviewers to a review from the “Reviewers” section of the Review panel. Simply click “Add Reviewers,” and add any individual users or teams whose review is requested on the Use Case.
Add and manage reviewers from the “Reviewers” tab of the Review panel.
User-type users are no longer able to add Reviewers to their Use Cases, because these users are generally not governance stakeholders who know who should be added as a reviewer to their Use Case.
Leaving Comments During a Review
With the new Review Panel, it’s easy for reviewers to leave comments on specific parts of the Use Case during review.
Reviewers can navigate directly to the part of the Use Case they’d like to review—the Questionnaire page, Risk page, or Compliance page—and click on the “comment” icon next to the item that they would like to comment on, and leave the comment directly from that page.
The comment will appear in the Review panel, where other users can respond to the comment in a thread or resolve the original comment.
On the Questionnaire page, you’ll be able to leave review comments on questionnaire sections.
Comments appear in the Review panel; users can add comments on individual questionnaire sections via the Questionnaire page.
On the Risk and Compliance pages, you’ll be able to leave review comments on evidence requirements within a control. You can find this comment button by clicking on a control to open the control detail view.
Reviewers can add comments on individual evidence requirements in the control detail view from either the Risk page (if controls have been applied to mitigate the relevant risk scenarios) and the Compliance page (if Policy Packs have been applied).
Leaving Feedback as a Reviewer
Reviewers can still leave their review (approve, reject, or request changes), but the location of this action has moved from a “Feedback & Signoffs” section of the Review Summary screen to the top of the Review panel.
Finalizing a Review
Admin-type users can finalize a review, thereby closing the review, taking a snapshot of the comments and feedback, and optionally changing a Use Case from the “Intake” workflow status to the “Governance” workflow status. This previously was called “Final Signoff” in the old interface and was accessible at the very bottom of the Review Summary tab in the Reviews page.
In the new interface, admins can do this by clicking the “Finalize review” button at the top of the Review panel. They will then see the option to approve or close the review. If they select “Approve,” then they have the additional option to move the Use Case from Intake to Governance, which progresses the workflow “stepper” on the Use Case.
The new “Finalize review” modal that appears when admin-type users click “Finalize review” in the Review panel.