BoardX simplifies the management of compliance documents and policies through its integrated Content Packs. These packs include a predefined list of required documents and policies linked to specific regulations or acts and their corresponding citations.
This setup effectively organizes documents, identifies the gaps within your compliance process, and facilitates the completion of control assessment tasks by suggesting relevant evidence already uploaded to the system.
Important Note: Adding documents to this section does not affect your compliance score, but they will show up as evidence suggestions for the relevant Control Assessment Tasks.
Steps to Add Compliance Documents and Policies:
Navigate to the Advanced Compliance Dashboard:
On the home page, select Advanced Compliance Workspace
Click Dashboard on the navigation bar on the left hand.
Select the Authority Framework
Access the Compliance Documents/Policies Tab:
Within the selected framework, click on the 'Compliance Documents/Policies' tab to view the list of required documents and policies.
Add Documents or Policies:
Click the '+Add' button next to the document or policy title you wish to upload.
You can upload documents from your local device, the BoardX Document Centre, or, if available, your Policies and Contract Workspace.
Complete the Addition:
After selecting the appropriate files, click 'Add' to upload them to the system.
By following these steps, you ensure that all necessary compliance documents and policies are easily accessible within BoardX. This method not only saves time by avoiding the need to search your drives repeatedly but also aligns with regulatory requirements by providing quick access to necessary documentation during compliance audits or reviews.