Continuous Monitoring & Scans
Reviewing Past Compliance Scans
Looking back at previous continuous monitoring scans is a good way to judge how far your business has come along its compliance journey. You can access Scan History through Compliance History on the Continuous Monitoring Dashboard. Once on the page, scroll down slightly to Scan History. You will see a page similar to the example below (as long as continuous monitoring has been enabled and a scan has taken place): (https://storage.crisp.chat/users/helpdesk/website/4399e1d453PopularChanging Continuous Monitoring Settings
If you need to update any of your Continuous Monitoring configurations, these can be changed within relevant connections area. To access these settings, select Manage, located underneath the Connections section of Continuous Monitoring Dashboard. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259078867/ee55ed04a87a60cb4ed4fdb0e23d/Screenshot-2B2024-10-PopularCompliance at a Glance Results
The Compliance at a Glance area allows you to quickly review your compliance progress by checking the results of your most recent continuous monitoring scan. You can access this area by selecting Dashboard from the Monitoring dropdown in the main navigation menu. Here's an example of what this area may look like. (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259069Some readersActioning Compliance Scans
Your Compliance Scans act as the blueprint for your entire compliance journey, instructing you on where to place focus, and informing you of any gaps within your security. Let's learn how to respond to any alerts from a scan. Once you have accessed your Scan History, and there has been an issue with a recent scan, you will see a header labelled Scans Requiring Action, as shown by the example below: (https://storage.crisp.chat/users/helpdesk/website/eb9a49577266c800/3067e4d9-569Some readersScan History Graphs
The OneClickComply platform outputs all of your compliance and continuous monitoring data into graphs, allowing for easy exporting and to act as a quick way to demonstrate progress to co-workers, clients, and auditors. You can access these graphs in Compliance History, within the Continuous Monitoring Dashboard. These graphs will show your overall compliance progress over the course of 30 days, Quarterly, and Yearly. There is also a graph to show your Compliance Check HisFew readers
Policies
Using Policy Templates
You can start using policy templates as soon as you get access to the platform. Simply choose one of the templates you want to work on and click Get Started. See below for an example: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-1459291784zff.png =1061x70) From here, you can now edit the template by selecting the associated tab on the template list. In the previous example we selected DP-01 Data Protection Policy, so we just need to seleFew readersReviewing and Editing Policies
You can edit all of your policies by selecting Review on the desired task within the Templates area of OneClickComply. Below is an example of the Edit and Publish page for policy templates: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-15253617j9ziz.png =980x500) We've already covered the Status, Last Modified and Modified by tags in a previous article (found here (https://support.oneclickcomply.com/en/article/using-pFew readersAccessing Policy Templates
Creating accurate policies is essential for compliance with standards like SOC 2 and ISO 27001. The OneClickComply Policy Generator houses templates for many of the most common policies for compliance, such as Data Protection and Patch Management. You can access all of these templates by clicking Templates within the Policy Generator area. (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-23-1456091hk0u5o.png =756x50) You will then find a lisFew readers
Account Settings
Managing Integrations
Integrations with third-party applications allows OneClickComply to fully utilise its automation capabilities. You can locate your connected integrations by selecting Integrations from the main menu, then clicking Marketplace. Once on the integrations page, select Manage on any of your currently connected apps. See below for an example: (https://downloads.intercomcdn.PopularSubmitting Your Own Integration
OneClickComply would love to hear from you about what software you use day-to-day within your business, so that we can improve our offerings. The Submit your own integration button will let you submit a suggestion for our next integration, as we will prioritise those that our users request the most. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259401749/e3a651Some readersOnboarding Other Users & Account Types
Your OneClickComply account will have one account owner, and as many administrators and auditor profiles as required. You can access the Account User area by navigating to Settings in the main navigation menu, selecting Manage Account from the dropdown, then scrolling down to Account Users. You can see an example of this area below: (https://downloads.intercomSome readersUpdating Business Details
You can update your business details within the Manage Account area. You can access this by selecting Settings from the main navigation menu, then clicking Manage Account from the drop down options, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1260345796/268e6b5715d8f74545d09da6c252/Untitled-2Bdesign-2B-286-29.png?expires=1732946400&signature=e98cf9a6Few readersChanging Account Connections
The Account Connections area is where you can find all of your connected IT systems and tenants. You can access them by navigating to Settings, then selecting Manage Account. Here you will find a top-down view of all the connections and integrations that have been made along your compliance journey, as demonstrated below. (https://downloads.intercomcdn.com/i/o/zi9pyqpuFew readers
Tasks & Compliance
Task Dependencies
Sometimes certain tasks will have pre-requisites before they can be completed. These are referred to as Dependencies. A task that is particularly complex, or requires a certain setting enabled in order to be completed, will have a yellow banner above it to highlight any tasks that must be completed beforehand. This will only be shown when Reviewing the task in more detail. Here's an example: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-29-1Some readersUnderstanding the Report Card
An important aspect of compliance is understanding both how far you have come, but also how much more work there is left to be completed. The Report Card area allows you to gain a top-down view of your how many tasks you have remaining. This area can be accessed by selecting Reporting from the main menu, then clicking Report Card from the dropdown. Here is an example of what you may find on your Report Card. (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894caSome readersCompleting Manual Tasks
Sometimes you may wish to complete a task by hand, rather than completing it automatically through the OneClickComply platform. To start, access the Manual Task Queue and click Review on the task you wish to complete manually. See an example below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1268946417/fc24cd1214e016ae71ee2acc50ec/Screenshot+2024-11-28+094940.png?expireSome readersCompleting Outstanding Tasks Automatically
Automatically completing your Outstanding Tasks is the beating heart of the OneClickComply platform. Here's how you can complete your compliance tasks in a matter of seconds. First, navigate to your chosen task in Outstanding Tasks, then select Review, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1258981846/68cb9920a5c9e8b167ff1483488b/Screenshot+20Some readersReviewing Outstanding Tasks
Reviewing Outstanding Tasks is the bread and butter of OneClickComply, and knowing where to find crucial information about your compliance is incredibly important. Once on the Outstanding Tasks page, select Review on the right hand side of your chosen task, as shown below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1257997234/42098e1acc2f135b8537448be692/ScreenshSome readersMarking Tasks as Out of Scope
Sometimes a specific task or policy of a compliance standard will not be relevant to your business. While this can be for a variety of reasons, it's important to know how to marks tasks as non-applicable to your scope. First, click Review on your desired task within the Outstanding Tasks area. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259026223/3ca78188aSome readersReviewing Task History
Reviewing tasks in the Task History area is a critical component of managing your compliance. Once in Task History, select Review next to the task you wish to see in more detail. See below: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-29-115157kh3mt3.png =1065x100) Doing this will open a new window within the platform providing a more in depth look a that task. Here's an example: (https://storage.crisp.chat/users/helpdesk/website/2fSome readersReviewing Task Implications
Similar to completing a task manually, the description of the task will include an Implications area, and a This Automation section. These will provide more information about the overall impact of the task being reviewed. Let's look at an example: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1266399203/00afbbd3521b0eacc13d48a62750/Screenshot+2024-11-26+145257.png?expirFew readersReviewing Audit Logs
Audit logs serve as a record of any changes or alterations made within businesses IT systems. Auditors can use these record to examine configurations, cross-reference settings against security standards, and determine whether a business has been in compliance with a cyber security framework/standard. You can access your audit logs by clicking Reporting on the main menu, and then selecting Audit from the drop down. Once in the Audit Log area, here is an example of what your page mayFew readersMeasuring Compliance
The Report Card area contains different metrics to measure your compliance progress. You can access this area by selecting Reporting from the main menu, and then clicking Report Card from the drop down. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259439779/e07ec408eb8598ca072f9a7ed553/Untitled-2Bdesign-2B-285-29.png?expires=1732946400&signature=ef23af9a58Few readersMarking Tasks as Manual
In order to move from your Outstanding Tasks area to the Manual Task Queue, they need to be marked as manual first. You can mark tasks within the Review area. First, navigate to your desired task in Outstanding Tasks, then select Review. See below: (https://downloads.intercomcdn.com/i/o/zi9pyqpu/1259015891/bb3200a1216f5ea5d79e8807d9ca/Screenshot+2024-11-20+103Few readersReviewing Outscoped Tasks
Sometimes you will need to review outscoped tasks in greater detail, or need to return a specific task to 'Within scope'. To do this, click Review on any of the tasks within the Outscoped Tasks area. See below for an example: (https://storage.crisp.chat/users/helpdesk/website/2f1af62ef894ca00/screenshot-2025-01-29-1052261mjs6xu.png =1072x250) Selecting Review will open a new window for that particular task. Here's an example: (https://storage.crisp.chat/users/helpdesk/wFew readers