Compliance Checklist

Dashboard overview

Information about the dashboard the controls.

  • SharePoint steps from the Installation section must have been carried out prior to continuing with the following Power Automate setup instructions.
  • You are currently on the checklist app page

The dashboard is the main control point to create and modify certifications and its contents.

  1. Certification tabs
    • Switch between the certifications stored in your app here
    • Up to three certifications are shown at one time
    • Click on the blue left and right arrows to switch pages
    • The certification name, description, due date and statuses are shown here
    • They are colour-coded based on the compliance status of the certification
  2. Command bar
    • Used to create edit and delete certifications, clauses and action plans
    • Used to link existing action plans to clauses
    • Approval controls are also located here to approve / reject a clause and its evidence
  3. Clause List
    • Shows the information for clauses for the selected certification
    • Columns are sortable by clicking on the list headers
    • The clause approval status is also displayed here
  4. Certification due date button
    • Set the due date for a certification by clicking on this button
    • Action plans and its tasks are limited by this due date and must be completed before the certification due date
  5. Download Report
    • Exports a report for the selected certification detailing the status of the clauses and the action plans associated to it
  6. Archive and reset data
    • Resets the selected certification and its clauses
    • This involves archiving all current action plans and tasks linked to the clauses of the certifications.
    • The certification is then reset back to 'Not started' status
  7. Certification progress
    • The progress of the clauses within the certification
    • As each clause changes to a 'Ready' status, this percentage increases until it hits 100%
  8. Compliancy status
    • The compliancy status of the selected certification
    • The value is determined by the number of clauses in the 'Ready' status.