Platform Navigation

• Outstanding Tasks

  All of your Outstanding Tasks are located in the Outstanding Tasks area, which is accessible from the main menu under the Compliance tab. This page lets you view all of the compliance tasks that have yet to be completed, or have recently been generated as the result of a continuous monitoring scan. You can access the page by following the steps below: (https://downloads.inSome readers

• Task History

  The Task History page contains a record of all tasks that have been completed, marked as manual, considered out of scope, or have failed to be completed in some form. This page works in tandem with both Outstanding Tasks and Manual Task Queue, so tasks will frequently move between all of these areas. You can access Task History by selecting Compliance from the main menu, then selecting Task History from the associated dropdown, as shown below: (https://storage.crispSome readers

• Manual Task Queue

  The Manual Task Queue is your central hub for any tasks that you or your business have decided should be carried out manually. This can be for a variety of reasons, so we created a separate area in order to make tracking your different tasks more manageable. Your Manual Task Queue is located under the Compliance tab in the main navigation menu, as shown below: (https:Some readers

• Continuous Monitoring Dashboard

  The Continuous Monitoring Dashboard lets you review and manage everything related to the continuous monitoring feature of OneClickComply. It can be accessed by selecting Monitoring from the main navigation menu, and clicking Dashboard from the associated dropdown, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257715741/6e153d2d8d70af8fe83fe67e20d5/ScrSome readers

• Your Account

  The Account page serves as the main area for controlling your entire OneClickComply journey. You can onboard or offboard users, manage business details, and your connected tenants. You can access this area by selecting Manage Account from the Settings dropdown menu. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257961209/a94b50c94ae1d1766ab291897e82/ScreenSome readers

• Compliance Scans

  Your compliance scans give you a top down view of your entire compliance journey, and knowing how to properly review them is incredibly important. You can view both your most recent, and any previous compliance scans in the Compliance History area, located within the Compliance Dashboard. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259096042/62ca0bee75916bSome readers

• Integrations

  The Integration area lets connect various applications to the OneClickComply platform. To access your integrations, select Integrations from the main navigation menu, then Marketplace from the dropdown menu. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257767274/362a8b943938fc7e44eda206ace3/Screenshot+2024-11-19+144615.png?expires=1732946400&signature=84Some readers

• Audit Logs

  The Audit Log area serves as a record of all your compliance progress within the OneClickComply platform. It automatically collects important information about tasks and tabulates the data for reviewing or exporting purposes. Your audit logs can be accessed by selecting Audit Logs from the dropdown menu under Reporting. See below: (https://downloads.intercomcdn.com/i/oFew readers

• Report Card

  The Report Card page provides a top-down view of your entire compliance profile, highlighting your progress, and informing you of what work remains to be completed. You can access this area by selecting Reporting from the main navigation menu, then choosing Report Card from the dropdown. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257893498/82cd390a273aaFew readers

• Continuous Monitoring Settings

  You can change various continuous monitoring settings through the Connections page within the Continuous Monitoring Dashboard. This can be achieved by navigating to Monitoring, then selecting Dashboard from the dropdown menu. Once on the Dashboard, you will see the Connections area on the left hand side. See below: (https://downloads.intercomcdn.com/i/o/ziFew readers

• On-Demand Scans

  You can access the On-Demand Scans page through the Continuous Monitoring Dashboard. The dashboard can be located under the Monitoring tab. You can follow the guide below to access the scans page: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-142206onl6dz.png =741x55) (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-142210z5lxkn.png =251x102) (https://storage.crisp.chat/users/helpdesFew readers

• Outscoped Tasks

  You can access your Outscoped Tasks area by navigating to Compliance, and then selecting Outscoped Tasks from the dropdown, as shown below: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-29-1056151proqbk.png =642x40) (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-29-1056215irky.png =178x300) Navigating the page In this area you will find a list of all your compliance tasks that have been mFew readers

• Policy Generator

  The Policy Generator can be accessed through the AutoComplete section of the OneClickComply platform, which is located within the Compliance tab. You can find the associated steps below: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-1435371aux78u.png =697x40) (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-1435421grrqit.png =626x400) Navigating the page The Policy Generator area conFew readers