Data Connections
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      Navigate Compliance Dashboard

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Supplementary Information
      • Notes

      Overview

      You have complete visibility of the current state of compliance. State of Compliance is a governance framework for compliance that allows users to see how various compliance components (e.g. regulatory obligations, internal controls and policies, standards and procedures) are connected.

      It can help ensure regulatory obligations are met across policies and controls, provide proof of compliance for auditors/regulators, assess the impact of a regulatory change on the organization and more.

      Documents on the Compliance dashboard can be filtered by the four filters:

      • Categories*;
      • Document state;
      • Tags;
      • Document type*.

      Pre-conditions

      • System Level Permission (any): 'Document Manager', 'Create Templates', 'Create Documents', 'Manage Modifications', 'Report Viewer', 'Edit Documents', 'System Administration'.
      • Platform Configuration: The Connections feature has to enabled

      Steps

      1. Click on the Compliance tab from the dashboard.
      2. Click on the filters icon on the panel on the left side.
      3. Select to filter by Categories, Document state, Tags and/or Document type*.
      4. Click Apply.
      5. (Optional): Repeat steps 2-4 for the panels in the middle and if needed as well the panel on the right.
      6. (Optional): Click on any document listed on the left panel to see the filtered relation between other documents.
      7. (Optional): Click on any document listed in the middle panel to see the filtered relation between other documents.

      Supplementary Information

      Export

      You can export all of the connections* in the Compliance tab in a CSV file that is formatted with the following columns:

      • Column 1
        • Version
        • Stage
        • DocID
      • Column 2
        • Version
        • Stage
        • DocID
      • Column 3
        • Version
        • Stage
        • DocID


      Categories

      Select one or more categories to filter the documents.

      Categories filter

      Document State

      Select one or more stages to filter the documents.

      Document state filter

      Tags

      Type one or more tags to filter the documents.

      Tags filter

      Document Type

      Select one or more document types to filter the documents.

      Document Type filter

      If users have access to the documents, they can click on the arrow on the left side of the document name and view additional information about the selected document.

      Some documents may display different icons depending on the situation:

      • A padlock icon indicates that the current user viewing the dashboard does not have access to the document.
      • A red dot icon indicates that the document does not have any data connections.

      Notes

       

      • The ability to select a Document Type for documents and templates is a feature that must be enabled for the instance, to request this to be enabled please contact Clausematch Support at support@clausematch.com.
        • For any document, template, snippet, and modification that existed before the enabling of this feature, their Document Type will be Policy.
      • Document Type can be changed for any document or template after their creation:
        • Document - There are 2 ways to change a document's Document Type: 
          • Change it through attaching a template that has the desired Document Type.
            • If already attached to a template with an incorrect Document Type, de-attach from it first.
          • Submitting a ticket to support at support@clausematch.com with the following information:
            • Document ID (found in the browser URL when inside the document or in an MI report if it contains the Document ID column).
            • Document Type to change to:
              • Control
              • Obligation
              • Policy
              • Procedure
              • Regulation
              • Other
        • Template - There is 1 way to change a template's Document Type:
          • After it is changed, documents it was already attached to would not receive the change.
          • Submitting a ticket to support at support@clausematch.com with the following information:
            • Template ID (found in the browser URL when inside the template).
            • Document Type to change to:
              • Control
              • Obligation
              • Policy
              • Procedure
              • Regulation
              • Other

      Data Connections

      • If Document A has an ongoing data connection to a template, and a DOCX file is used to upload Document B that is assigned to that same template, then Document A will automatically have a data connection to Document B created.
        • The uploader will be who the system chooses to be behind the automatic data connection creation.

      Export

      • It keeps the column filters.
        • Document selections in any column are not included as column filters.
      • ‼️ We will only show document connections in exported files. So, if you have a paragraph to paragraph connections - we will display the names of the document