VirgilTrack User Manual
October 2026UserManual
Risk, strategy & performance
The official user manual for VirgilTrack: how to manage risks, plan and track strategy, report on work and run your organisation with confidence.
Risk & Strategy
Edition 1.0Virgil Finance
Start here
Pick what describes you best. You can read any part of the manual later.
EmployeeI am an employeeYour first week: your tasks, the risks you look after and your weekly report.
ManagerI manage a departmentYour first week: your team, its risks and controls, and your team’s reports.
CEOI lead the organisationSet up your organisation step by step: people, departments, strategy and risks.
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Contents
01 WelcomeVirgilTrack brings risk management, strategy execution, tasks and weekly work reporting together for public-sector organisations.
02 Getting startedYour first steps in VirgilTrack, from joining and signing in to your profile, with a step-by-step guide for each role to follow next.
03 DashboardsWhat VirgilTrack's dashboards are for, which dashboard each role sees, and how to open it.
04 Managing risksWhat VirgilTrack's risk area is for, who uses it, the main ideas behind risks, scores, statuses, controls and reviews, and where to find each task.
05 Strategy and executionWhat the Execution area is for, how a strategic plan is built from themes, objectives, KPIs and initiatives, and who uses which page.
06 TasksWhat tasks are in VirgilTrack, the kinds of work you can be given, where tasks come from, who can do what with a task, and the pages in this chapter.
07 Work reports and recordsHow weekly work reports travel from staff to managers to the CEO, what the work record is, and the pages in this chapter.
08 DepartmentsWhat departments are in VirgilTrack, who belongs to and manages them, who can open and change them, and where to find each department's people, work and risks.
09 Calendar and remindersWhat the calendar shows, who sees which items, how to switch between the week list and the month, open items, and how reminders reach you.
10 CommunicationHow VirgilTrack keeps you in touch with colleagues and tells you what needs you, from private chat and the bell to emails, texts and calls.
11 Files and documentsThe File Manager is your organisation's shared place for documents. What it holds, who can see and change it, and what you can upload.
12 ReportsThe risk reports you can make in the Report Builder, who can make them, and the other PDF reports you can download elsewhere in VirgilTrack.
13 AI assistantWhat Virgil Copilot, VirgilTrack's AI assistant, is for, how to open it, what it can do for each role, and the rules it always follows.
14 Emotional intelligenceWhat the Emotional Intelligence area is for, its Learn, Practise, Your team and Me tabs, who sees what, and the weekly emails it sends.
15 SettingsOpen your settings, find each section, and see which settings everyone has and which only the CEO and administrators have.
16 Platform administrationWhat VirgilTrack's platform administrators do, where their tools are, and the ideas behind organisations, people and access.
17 ReferenceQuick answers for every VirgilTrack user, with the words it uses, statuses, who can do what, common questions, fixes, shortcuts, privacy and known limitations.
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