Compliance

Compliance Overview

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Compliance Catalogs

When accessing the option, all the compliance being managed are displayed, allowing the addition of new compliance catalogs to start their management.

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From this view, it is possible to visualize active catalogs, access their evaluation, manage their configuration, and consult historical records.

The screen displays a list of Compliance catalogs in card format.

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Each card includes:

• Catalog name.

• Compliance percentage.

• Access to the Evaluate option.

• End date.

• Status ( Active / Historical).

Actions

• Create a new evaluation: To create a new Compliance, you must press the Add button.
  When doing so, a modal window opens with the list of available catalogs to create the evaluation.
  The catalogs that appear with a green border indicate that a Compliance has already been created from that catalog. (From version 7.2.0, multiple evaluations of the same catalog can be active)

• View information: Allows consulting the details of the Compliance catalog and associating Related Items. More information in Information of a Compliance

• Edit catalog name: Allows modifying the name of the Compliance catalog.
  When selecting this option, the name editing is enabled to enter the new value.

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• Statuses: Allows configuring the statuses of the catalog. More information in Configure Statuses

• Duplicate: Offers the possibility to generate a copy of a catalog with all its information. This action will copy all the catalog's information except the status of each of its requirements.

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• Copy to Gap Analysis: Allows automatically creating a new catalog in the GAP Analysis functionality from the current catalog.
  The copy is performed entirely, maintaining all the content of the original catalog, including documents, controls, associated tickets, statuses, and other information.
  The catalogs generated through this option will be available in Home > GAP Analysis.

• Delete: Deletes a catalog.

Filtering and visualization options

• View Historical Records: There is a Historical Records section, where closed or completed catalogs are displayed. To view them, you must press the Historical Records option in the toolbar.

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• Filters: By default, filters for the fields Name, End Date, and Related Items are displayed. The filter behavior will depend on the type of field:

  • Name: It is a list filter; one or more values can be selected.

  • End Date: It is a date-type filter; a specific date or a time range can be selected. Predefined options are available.

  • Related Items: It is a list filter; one or more values can be selected.

• Sort: Allows sorting the catalogs according to the following criteria:

  • Name (A–Z)

  • End Date

  • Inclusion Date