You can Perform Assurance Tasks from either the Compliance Calendar, or the Assurance Tasks screens
Compliance Calendar
Navigate to Compliance Calendar in the left hand menu.
Find the Assurance Task you wish to complete, click on the Perform Task Button and the Perform Task Screen will appear.
From the Perform Task screen to complete the task simply:
1. Set the date the task was performed
2. Upload any evidence and set the classification for it (if applicable)
3. Add any comments for the reviewer/auditor
Note. Uploading evidence and providing notes while performing tasks streamlines your annual audit and makes it easier at audit time. Spending a few minutes now to upload evidence can save hours of time during an audit.
Click Save to complete the task.
Assurance Tasks Screen
Navigate to Assurance Tasks in the left hand menu.
Find the Assurance Task you wish to complete, click on the Perform Task Button
and the Perform Task Screen will appear.
Understanding the ‘Perform Task’ Screen
The 'Perform Task' screen is your go-to space for completing and tracking important compliance activities. Here’s what each section means:
Task: This is what you need to do. For example, "Nominate someone for your organisation's overall privacy management."
Action: This is the specific action you need to take, such as "Upload Evidence" to show that the task has been completed.
Task Category: This tells you which area of compliance the task falls under. In this case, it’s "Privacy Management."
Date Performed: This is where you’ll see when the task was completed, helping you keep track of your compliance timeline.
Suggested Evidence: Need some help? We’ve provided guidance on what to upload. Just follow the instructions, like updating the 'Privacy Officer' in your Company Settings.
Guidance Notes: We’ve added extra tips to help you understand why this task is important and how to do it right. For example, it explains the importance of appointing key roles in privacy management.
Comments: Use this space to explain the evidence you’ve uploaded or, if you can’t upload anything, explain why.
This window is designed to make completing your tasks straightforward and easy, ensuring you stay on top of your compliance requirements.
Note. Uploading evidence and providing notes while performing tasks streamlines your annual audit and makes it easier at audit time. Spending a few minutes now to upload evidence can save hours of time during an audit.