This chapter introduces the current workspace and its main workflows. Your role and workspace configuration determine which areas and actions are available. Confirm the active workspace before editing and follow the save controls shown by each editor.
Get oriented
Start with the sign-in guide, interface overview and workspace selector. Use My profile for your own details and preferences. Shared configuration belongs in Workspace settings.
Workspace
Use the dashboard to review the active workspace, Business context to describe the organisation, and activity logs to review the available event history. The notification guide explains the inbox and personal follow-up.
Compliance
- Organise applicable requirements and assessments in Frameworks.
- Document the organisation's approach and connect it to those requirements with Policies.
- Record implementation responsibilities, progress and supporting evidence in Controls.
- Use Audit for a scoped review, questions, findings and corrective actions. Continue with the audit tutorials when you are ready to conduct one.
Risk
Create a risk assessment demand to establish context and assess scenarios. Review the risk register to follow recorded risks, and Remediation to track the agreed work. The risk management process guide explains how these records fit together.
Catalogs
Maintain third parties, systems and shared vocabulary in Databases. Use Prompts to manage reusable assistant instructions and their versions.
Operations
Use Integrations to connect authorised external services, Forms to prepare and send questionnaires, and Evidences to review supporting files and links. Open each guide for the permissions, workflow and save behaviour that apply to it.