This lesson walks through the Records register, where every compliance document and policy in your organisation lives.
What you'll cover:
Navigating to Records. Reaching the page from the Compliance group in the left sidebar, the single page holding every document and policy linked to your controls and framework obligations.
The progress bar and table columns. The progress bar split into green (complete), orange (incomplete), and red (due soon), and the table columns: name, Type (Document or Policy), Priority (Strongly Recommended, Recommended, or Optional), Scope, expiry date, frameworks, and status.
Filters. The Filter button for narrowing by type, priority, status, framework, or scope, with filters stackable together.
The record detail drawer. Opening a row to see status, type, and scope badges, a Details panel with priority, expiry, and the number of controls the record evidences, Completion by Group, the description of the obligation, and View Full Details to upload or run a review.
Key takeaways:
The Records register is the single source of truth for every document and policy, pulling them into one page regardless of which control or framework they answer.
The columns and stackable filters let you cut to exactly what you need, such as strongly recommended policies that are due soon, in a few clicks.
The detail drawer is a quick read of a record's state, with View Full Details as the way through to actually uploading evidence or running a review.
