Introduction

Plans

3 articles

Getting started with Plans

Plans are the schedules behind your recurring compliance tasks. How to read the plan tiles, what active means, the PDCA types, and which frequency to choose.

Creating and configuring plans

A plan needs four things. A frequency, a scope of controls or assets, a task description, and a workflow. How to set each one up and update it afterwards.

Troubleshooting & FAQ

Nearly every plan problem is a scope or activation problem. A plan makes no tasks until it is active and its scope holds eligible items. Fixes and timing tips.