Procedures
Procedures document operational processes that need to be performed regularly.
Creating a Procedure
- Navigate to Compliance > Procedures.
- Click Add.
- Enter the procedure name and description.
- Write the procedure steps using the rich text editor.
- Link the procedure to one or more controls.
- Click Save.
Recurrence Scheduling
Set procedures to repeat on a schedule:
- Daily: Runs every day
- Weekly: Runs every week
- Monthly: Runs every month
- Yearly: Runs every year
Track completion each time the procedure is due. The completion history provides an audit trail of when procedures were performed.
Version Control
Like policies, procedures support versioning. Update the procedure content and publish a new version while preserving the history.