Compliance Management
Risks, Controls, Testing, Flowcharts, Narratives
Programs
- Risk Control Matrix Fields
- RCM Snapshot/Compare Tool
- Overview - Programs
- Create a New Program
- Edit an Existing Compliance Program
- Customizing your RCM
Processes
- Overview - Processes
- Edit and Add New Process
- Uploading Flowcharts with Anchors
- Adding Assignments to Process Narratives and Flowcharts
- Linked Controls Table
- Editing your Process Narrative
Risks
- Customizing Risks Page & Filtering Risks
- Risk Approvals
- Risk Heatmap
- Managing Risk Strategy
- Overview - Risks
- Create a New Risk
Controls
- Locking Controls
- Overview - Controls
- Create a New Control
- Edit, Manage Assignees, or Deactivate/Delete a Control
- Link Checklists and Reconciliations to Controls
- Control Execution
Tests
- Annotations For Testing
- Managing a Test
- Overview - Tests
- Bulk Updates - Edit a Test
- Manage Testing Phases
- Edit a Test - Inline Editing
Issues
Evidence Requests
- Policy Documents Review Notes
- Evidence Requests Review Notes
- Create/Edit Evidence Requests in Bulk
- Overview - Evidence Requests
- Create an Evidence Request
- Responding to Evidence Requests (Recipient’s Guide)
Scoping
Dashboards
- Exporting Your Dashboard (PDF)
- Customizing Your Dashboard
- Certifications Dashboard
- Evidence Request Dashboard
- Issues Dashboard
- Risk Sign-off Status and Health
Audit Report
Certifications
User Access and Notifications
Key Reports and Key Systems
- Multi-process support for Key reports
- Uploading Documents to Key Systems
- Overview - Key Systems
- Overview - Key Reports
- Creating/Editing a Key System
- Creating/Editing a Key Report