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 lists all compliance actions grouped by effort. Each item shows how many controls it resolves and what percentage of the document is already filled in. Start with Quick wins to build momentum.

Roadmap tab showing Quick wins, This month, and Later groups. Backup and Recovery shows 17% complete. — Start with Quick wins — they take ~15 min and each one resolves multiple controls at once.

Step 2 — Open the document

Click an item to see its detail page — effort estimate, controls it addresses, and score impact. Click Open document to open the linked policy or procedure in view mode.

Roadmap item detail page for Backup and Recovery showing PROCEDURE label, 15 min estimate, 0/2 controls resolved, Open document button, and score impact showing 0% to 6% — The detail page shows exactly what the item covers and how much it will improve your score.

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 →