BoardX

Compliance Workspace Glossary

Compliance Workspace Videos

Workflow for BoardX Compliance Workspace

Downloading the Authority Framework Content Pack

Adding Compliance Documents and Policies

Setting Up Compliance Roles in BoardX

How to Set Compliance Thresholds

Managing Citation Applicability in BoardX

Understanding Master Controls in BoardX

Mapping Master Controls

Setting Up Control Launch and Due Dates for Master Controls

Complete Control Assessment Tasks

Linking, Unlinking, and Adding New Master Controls to Citations

Managing Required Documents in Citations

Harper Tang

Compliance Workspace

What Control Centre is, who can use it, where Controls come from, the statuses a Control moves through, and how to find your way around the Controls list.

Control Centre: Overview

A step-by-step admin guide to editing a Control's setup from the right-side panel in Control Centre — including frequency, classification, assessor, approver, cycle schedule, and linked frameworks.

Control Centre: Editing a Control's Details

A step-by-step admin guide to working a Control through its lifecycle in Control Centre — completing the assessment with evidence and rationale, approving or rejecting the result, reading the Monitoring…

Control Centre: Completing Assessments, Approvals & Monitoring

A step-by-step admin guide to taking action on Controls in Control Centre — bulk Send Reminder, Request Assessment, Pause, and Delete; the per-Control Action button; and exporting the Controls list.

Control Centre: Bulk Actions, Single-Control Actions & Exporting

Control Centre is where you and your team work through the controls. 

Control Centre

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