Compliance templates
This feature is exclusive to teams on a Private Cloud plan. To learn more about plans, refer to our pricing page.
Workspace owners and reviewers can add custom compliance templates to a Workspace. Navigate to the Compliance page under the Management section in the menu to manage compliance templates.
Add a compliance template
- Documentation
- Checklist
Click Add to open the Add a template window. Select 'Documentation' as your template type. Choose a name and add a description for the template. Click Download to get a copy of the .csv template file. The template has been pre-filled with example input. Replace the example input with the questions that you want to include in your documentation template. Optionally, assign a question to a category or add a subtitle.
If the category column is left completely empty, questions are not grouped at all. If you leave the category column empty only for some questions, those questions are automatically grouped into a category called 'other'.
Save the template file, and upload it in the Add a template window. After clicking Save, the template is now available as a documentation insight for all Deployments within the Workspace.
Click Add to open the Add a template window. Select 'Checklist' as your template type. Choose a name and add a description for the template. Check off the checks you want to include in your checklist and fill in the blanks where this is required (required fields are highlighted with a red line).
Click Save, the template is now available as a checklist insight for all standard Deployments within the Workspace. The Deployment overview compliance percentage is based on the weighted average of the checks from all checklist insights of a Deployment.
Template state
- Documentation
- Checklist
To manage changing compliance needs, it's possible to deactivate documentation templates. Click the action button and select Deactivate. Documentation insights based on deactivated templates are available in read-only mode in Deployments, but can no longer be edited. To reactivate a template, click the action button and select Activate.
To manage changing compliance needs, it's possible to deactivate checklist templates. Click the action button and select Deactivate. Checklist insights based on deactivated templates are no longer available and do not count towards your checklist compliance percentage in the Deployment overview. To reactivate a template, click the action button and select Activate.
Deleting a template
Click the action button and select Delete. Keep in mind that this action cannot be reversed. Once a template is deleted, any compliance insights based on the template are also no longer available.