Onboarding Tasks
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      3. Onboarding Tasks

      🚀 Explore The Control Center

      This guide will walk you through everything you need to know to use the Control Center — your hub for managing, prioritizing, and tracking all monitoring tasks.

      Welcome to the final step of your onboarding journey!

      The Control Center is your main hub for managing all monitoring tasks across your compliance programs. Here, you can easily prioritize your work, set due dates, and get automatic reminders — helping you stay on top of audit requirements without the stress.

      🔍 How It’s Organized

      The Control Center groups your monitoring items into five tabs to help you focus where it matters most:

      • Attention Needed: Monitoring that requires immediate review due to issues with automatic evidence or overdue items.

      • Upcoming: Monitoring with evidence due in the next two months — time to start preparing.

      • Not Started: Monitoring that doesn’t yet have evidence and isn’t urgent — no immediate action required.

      • Healthy: Monitoring where evidence has been successfully added and is ready for audit.

      • All: A comprehensive view of all monitoring, regardless of status.

       

      🧭 Understanding Due Dates

      Each monitoring item has a due date based on your audit period. Here's what different statuses mean:

      • Overdue
        The due date has passed — you need to complete it.

      • Action Required

        This evidence was automatically pulled from integrations.

        An issue was detected using our automation and needs to be fixed now.

      If there’s an issue, you’ll see a Fix Now button:

      1. Click Fix Now to see what’s wrong and view resolution steps.


      2. Resolve the issue.

      3. Press Fixed to update the item’s status to Healthy ✅.

       

      ⏰ Stay Ahead with Due Dates and Reminders

      Tasks in the Control Center are scheduled around your audit timelines and customizable to fit your needs.

      You can set due dates based on specific frequencies—like quarterly, annually, or custom intervals—to align with recurring requirements such as User Access Reviews.

      You'll also get automated reminders so nothing slips through the cracks.

      You’ve now completed the onboarding steps!

      ➡️ Head to the Control Center and take charge of your compliance workflow.

       

      💡Look for the “Start Tour” button in the platform to walk through this step.