Plans

Getting started with Plans

title: Getting started with Plans description: Introduction and navigation of automatic task planning in Tidal Control sidebar_position: 1

What are Plans?

Plans in Tidal Control automate your compliance work by generating periodically recurring tasks for controls and assets.

Instead of manually creating tasks every month or quarter, a plan automatically sets up the right tasks with predefined deadlines and instructions.

Benefits of automated planning:

  • Consistent execution - No forgotten compliance activities
  • Predictable workload - Teams know when which tasks are coming
  • Standardized processes - Same instructions and deadlines every cycle
  • Compliance continuity - Automatic compliance with periodic requirements
  • Resource planning - Look ahead to upcoming workload

Plans vs manual tasks

Manual tasks are suitable for:

  • Initial implementations
  • Ad-hoc measures and controls
  • Project specific activities

Plans are ideal for:

  • Periodic recurring activities (e.g. user review)
  • Annual policy reviews and updates
  • Periodic system audits

Navigating the Plans overview page

The Plans page shows all automated compliance cycles in a tile-based overview. Each plan is displayed as a card with essential planning information.

Plans overview

What you see in the overview:

  • Plan tiles - Individual cards per compliance cycle
  • Status filters - Open vs Archived plans
  • Search functionality - Quickly find specific plans
  • Sort options - Organize plans as needed
  • "Add Plan" button - Create new automated cycle

Understanding plan tiles

Information per plan tile:

  • Plan name and ID - For example "Plan phase (annually)" with #691
  • Status indicator - Active (green) or Inactive (gray)
  • Frequency - Annually, Semi-annually, Quarterly, Monthly, Weekly, Daily
  • Description - Brief explanation of plan purpose
  • Controls / Assets count - Number of linked items in plan scope

Example plan information:

Plan phase (annually) #691
Status: Active
Frequency: Annually
Description: Set objectives, evaluate risks, and make adjustments for the upcoming year
šŸ”§ 9 Controls

Active vs inactive plans

Status recognition:

  • Active plans - Green status indicator, automatically generate tasks
  • Inactive plans - Gray status indicator, don't create new tasks

When is a plan active?

  • Configuration complete - Scope and workflow are set
  • Validity period - Within Valid From and Valid To dates
  • Controls / Assets linked - At least items assigned to plan scope
  • Controls / Assets active - Tasks are only sent for Controls and Assets that are themselves valid.

Plan types and PDCA cycle

Plans in Tidal Control follow the Plan-Do-Check-Act cycle by default for systematic compliance management.

Plan phase:

  • Goal: Set objectives and evaluate risks
  • Activities: Strategic planning, resource allocation
  • Frequency: Usually annually

Do phase:

  • Goal: Implement planned measures and/or review implemented measures
  • Activities: Control implementations, process execution
  • Frequency: Monthly to annually

Check phase:

  • Goal: Monitoring and evaluation of effectiveness
  • Activities: Audits, assessments, performance measurements
  • Frequency: Quarterly to annually

Act phase:

  • Goal: Corrective measures and improvements
  • Activities: Control on operation issue handling, process optimization
  • Frequency: Quarterly to annually
Tip

PDCA benefits: By organizing plans around PDCA you get a complete compliance cycle with clear responsibilities and timing for each phase.

Understanding frequency options

Available planning frequencies

Daily:

  • Use: Operational monitoring, log reviews
  • Examples: Security event monitoring, backup verifications
  • Considerations: High workload, only for critical processes

Weekly:

  • Use: Regular checks, status updates
  • Examples: Vulnerability scans, access reviews
  • Considerations: Good balance between control and workload

Monthly:

  • Use: Periodic assessments, standard reviews
  • Examples: Access rights audit, vendor reviews
  • Considerations: Popular choice for most compliance activities

Quarterly:

  • Use: Strategic reviews, major assessments
  • Examples: Risk assessments, control effectiveness reviews
  • Considerations: Suitable for extensive evaluations

Annually:

  • Use: Strategic planning, major updates
  • Examples: Policy reviews, management assessments
  • Considerations: For large, strategic compliance activities

Frequency selection strategy

Determine frequency based on:

  • Regulatory requirements - How often does regulation require control?
  • Risk level - Higher risks require more frequent control
  • Resource availability - Can team handle the workload?
  • Business impact - What are consequences of missed controls?

Searching and organizing plans

Search functionality

  1. Click in search bar at the top of the Plans page
  2. Type plan name or part of it
  3. Results filter automatically while typing
  4. Clear search to show all plans

Using sort options

Available sorting methods:

  • Newest - Recently created plans first
  • Oldest - Longest existing plans first
  • Name (A-Z) - Alphabetical order
  • Custom ID - Numeric or custom order

Frequency filters:

  • Annually - Annual assessments and reviews
  • Semiannually - Semi-annual assessments and reviews
  • Quarterly - Quarterly compliance or executive activities
  • Monthly - Monthly compliance or executive activities
  • Weekly - Weekly executive activities
  • Daily - Daily executive activities (least used)

Open vs Archived organization

Open plans:

  • Actively used - Generate tasks and are executed
  • Current compliance cycle - Part of ongoing compliance program
  • Archive a Plan - to ensure it no longer creates tasks

Archived plans:

  • No longer used - Don't create new tasks anymore
  • Historical record - Preserved for audit trail
  • For the future - Possible reuse for future cycles

Plan status indicators

Status interpretation

Green status (Active):

  • Plan automatically generates tasks according to schedule
  • All configuration is complete and valid
  • Controls / assets are assigned
  • Plan is within validity period (between 'Valid from' and 'Valid to')

Gray status (Inactive):

  • Plan doesn't generate tasks
  • Configuration possibly incomplete
  • No scope items assigned or scope items are themselves not active
  • Outside validity period (earlier than 'Valid from' or later than 'Valid to')

Next steps

Now that you know the Plans interface:

  • Identify repetitive compliance work in your organization
  • Plan your PDCA cycle for systematic compliance approach
  • Start with one pilot plan to learn workflow creation
  • Monitor task generation and adjust configuration for optimal results
Next
Creating and configuring plans