Requirement Management

In the evaluation site, a structured view of compliance requirements is displayed by default, organized into chapters, sections, and requirements, allowing the applicability and status of each item to be managed.

Additionally, the screen features a side panel in index format, which reflects the structure of the displayed content.

Each item in the index includes a visual status indicator, represented by a colored dot:

• Green: the requirement or block is complete.

• Yellow: the requirement or block is pending.

• No indicator: the requirement or block is marked as not applicable.

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The options available for the catalog are as follows:

• Applicability: allows identifying whether the requirement or control applies or does not apply within the organization. This configuration can be done both at the block level, from the corresponding block header, and individually, for each requirement or control.

  When setting applicability at the chapter or section level, the value will automatically apply to all requirements included in that block.

• Status: Allows indicating the implementation status of the requirement or control within the organization. The available options to define the status will be displayed, depending on the statuses configured for the compliance catalog. The tool offers a series of default statuses for catalogs, but these statuses are configurable both in the Settings option> Compliance Catalogs and in the catalog itself. See more information at Status Configuration

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• Associate documentation: Allows associating one or more documents from the document manager or from the computer to the requirements of the compliance catalog.
  This assignment can be done in intermediate sections as well as in final requirements.

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  • From the computer: You can add up to 10 documents at a time.

  • From the Document Manager: A window will open with the document tree stored in the Document Manager.
    If you want to delete a document from a final requirement, when pressing “Edit,” the option to delete it is displayed to the right of each file.

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• Associate controls: Allows associating one or more controls, registered in the "Control Management" option, to the requirements of the compliance catalog.
  This assignment can be done in intermediate sections as well as in final requirements
  

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  To do this, you must click on the “Associate controls” option, and a window will open showing the list of controls defined in the Analysis> Control Management section.
  To associate one or more controls, you must select the checkbox(es) of the desired controls and press the ‘Accept’ button.

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• Associate Tickets: Allows associating one or more Tickets to the requirements of the compliance catalog.

Actions

• AI Panel: This gathers the artificial intelligence tools of GlobalSuite® aimed at facilitating the analysis and management of regulations.

  • GSS-AI Assistant: Allows analyzing the Compliance catalog using artificial intelligence to facilitate its evaluation.

  • Which requirements apply to me?: Allows obtaining the requirements that apply to the organization based on the context of its business.
    More Information at AI Assistant

• Associate: allows associating documentation, controls, and tickets in bulk, selecting multiple requirements simultaneously.

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• Metrics: Allows visualizing different graphs that show the implementation status of the controls. More Information at Graphs and Comparisons

• Consolidate: allows consolidating compliance surveys by applying global criteria for all requirements or controls, or defining specific criteria individually for each of them. More Information at Survey Results

• Download: Allows downloading the compliance catalog, available in two formats

  • Docx Report.

  • CSV Report.