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How to Set Compliance Thresholds

Written by Harper Tang

Set up compliance thresholds for Entities and Authority Frameworks. If Entities or Frameworks meet or exceed your set score, they’ll be marked as 'Compliant' in all your Dashboards and Reports. The default threshold in BoardX is 80%.

Getting Started

Step 1: Go to Settings

  • Simply click on the "Settings" on your left-hand navigation bar.

Step 2: Scroll down to Advanced Compliance Workspace

Step 3: Click “Compliance Thresholds”

Step 3: Setting Your Scores

You’ll see four places to enter your compliance scores:

  • For Entities and Entity Groups

  • For Authority Frameworks

  • For P&C Documents

  • For Compliance Objectives

Step 4: Type in numbers

  • Keep Within Limits: Make sure your number is between 1 (the lowest) and 100 (the highest).

Step 5: Save your settings

  • Click Save on the top right of your screen to save your changes.


Understanding Compliance Badges

  • Green Badge: Shows scores that meet or beat your threshold.

  • Red Badge: Shows scores just below your threshold.

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