Configuring compliance assessment statuses
Statuses identify the classification of compliance assessments based on shared qualities or characteristics. You can configure the names of the statuses to suit your organization's needs, and the statuses are used in all compliance assessments.
How it works
Statuses provide a method of classifying compliance assessments for workflow management and reporting purposes. Each compliance assessment can have one status.
There are four default compliance assessment statuses that can be configured:
|Draft||compliance assessments that are in the preliminary planning stages|
|Proposed||compliance assessments that are under consideration for execution|
|Active||compliance assessments that are currently in progress|
|Completed||compliance assessments that are finished|
Statuses vs states
Statuses allow you to group compliance assessments, according to your organization's workflow. When you create a new compliance assessment, the default status of the compliance assessment is set as active. If you create a new compliance assessment when you define an assurance plan, the default value is set as proposed.
States are a system classification in Compliance Assessments, which include the following:
- Active compliance assessments that are currently in progress
- Archived compliance assessments that have been moved to Compliance Assessment Library
- Deleted previously deleted compliance assessments that are stored in the Compliance Assessment Library for 30 days, and then permanently deleted automatically after 30 days
- Framework a structured set of information that you can use to build compliance assessments
Statuses can only be specified for compliance assessments in an active state.
Reporting on compliance assessment status
Using the Reports app, you can include the Compliance Assessment Status field in your reports. The Compliance Assessment Status field contains the state and / or configurable status values associated with compliance assessments.
Classifying compliance assessments according to status
You want to classify different compliance assessments according to your organization’s workflow, and easily filter and report on compliance assessments based on their status.
You configure the following statuses and apply them to the relevant compliance assessments:
|Statuses||Compliance assessment names|
The compliance assessments are organized by status, and you are able to filter and report on compliance assessments by their status.
Only Compliance Assessment Admins can configure compliance assessment statuses. Professional Managers and Compliance Assessment Creators can change the status of a compliance assessment. All other users can only view the status associated with a compliance assessment.
Configure compliance assessment statuses
The Compliance Assessments homepage opens.
- Under System administration, click Settings.
- Under Compliance Assessment Statuses, update the labels of each status, as needed.
The maximum character limit for each field is 60.Note
You can only configure a maximum of four status values.
Result The compliance assessment statuses can be used to classify all compliance assessments in the HighBond instance.
Change the status of a compliance assessment
Navigate to any of the following areas to change the status of a compliance assessment:
|Begin a new compliance assessment form||Creating compliance assessments|
|Rollforward form||Rollforward compliance assessments|
|Compliance Assessment Details side panel (located on the Compliance Assessments homepage)||Navigating the Compliance Workspace app|
|Compliance Assessment dashboard||Navigating the Compliance Workspace app|
|Compliance Assessment Settings page||Compliance Workspace app settings|
|Scheduler||Scheduling compliance assessments|