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A task guide: the pages to use, in order.

Run the Compliance Wizard, adopt the frameworks it recommends, generate draft policies, get them approved, write control designs, turn the plan into tasks and track progress on the Readiness Roadmap.
The same steps are listed below, with links to each page's article.

Steps

  1. Answer the profile questions. Analyze My Requirements
  2. Adopt the required frameworks. Select Required, then Adopt selected frameworks
  3. Generate draft policies. Check Document Variables, then Generate the missing documents
  4. Approve and publish policies. Submit for approval, Approve, Publish
  5. Write control designs. Fill from model design, then Request review
  6. Create tasks from the plan. Action Plan: Create tasks from this plan
  7. Work through assigned tasks. Assign owners and due dates
  8. Track readiness. Follow Next best actions

Articles for the pages in this guide

← All task guides

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