Client Guide

Completing Policy Documents

Each roadmap item links to a pre-built document with guided fields. Fill in those fields and the related controls resolve automatically.

TL;DR

Go to Roadmap, pick an item, click Open document, fill in the fields, click Save on each one. Controls resolve automatically — no extra steps.

Step 1 — Pick an item from the Roadmap

The Roadmap tab is a Kanban board. The Backlog column lists all compliance actions sorted by impact — items that address the most controls appear first. Assign an item to your active sprint, or click directly on any sprint card to start working on it.

Roadmap Kanban board showing Backlog column with framework items, Sprint 1 Active column with cards in different sub-statuses, and a collapsed Done column — The Backlog is sorted by impact — start with the items at the top to close the most gaps quickly.

Step 2 — Open the document

Click a sprint card to open the detail panel on the right. If the action has a linked policy or procedure, an Open document button appears at the top of the panel. Click it to open the document in the Documents split-pane view.

Roadmap item detail panel for Security Policy showing a blue Open document button at the top, then Status buttons, Controls list, evidence section, and Notes field — The detail panel shows controls, evidence, and the Open document shortcut — all without leaving the board.

Step 3 — Fill in the guided fields

The document opens in view mode with all its guided fields ready to fill. Each field shows its label, which control it satisfies (as a badge), and scope buttons to specify whether it applies to the whole organisation or a specific group.

Backup and Recovery Policy document in view mode showing section headings, dropdown fields for Backup solution and Backup frequency, and scope buttons labelled whole org and employees — Each field shows which control it satisfies — fill in the value, choose the scope, then click Save.

Select fields

Many fields offer a dropdown with predefined options. Click the dropdown to see all choices — pick the one that matches your organisation's setup.

Backup solution dropdown open showing options: Select, Veeam, Acronis, Azure Backup, AWS Backup, Backblaze, Time Machine plus external, Other — Select fields show a dropdown with options — choose the closest match or select "Other" to type a custom value.

After saving

Once saved the value appears in read mode with a scope label and an Add another option for scoped overrides per group. The page version increments automatically.

Backup solution field saved showing Veeam with Whole organisation scope label and Add another button — Saved values show in read mode. Use "Add another" if different groups use different tools.

Attaching evidence

Below each field you'll find Attach file and Add link. Use these to attach a screenshot, PDF, or external URL that proves the value is correct — for example, a screenshot of the backup tool settings or a link to your vendor's SLA.

Document field showing Attach file and Add link buttons at the bottom of a placeholder block — Attach a file or add a URL link directly below any field to provide supporting evidence.

Controls resolve automatically

As you fill in required fields, the controls listed in the Satisfies controls section at the bottom of the document turn green automatically. Back on the Roadmap, the item's completion percentage updates and eventually the item moves to Done.

The Reports tab shows your overall score across all function areas — it updates in real time as documents are completed.

← Roadmap Add evidence →