Document Request Tab

On the Document Request tab, you can:

• View the following metrics:
  
  • Due Date—deadline for the assessment completion.
  • Percent Addressed—shows the percentage of all required documents that have already been addressed.
  • Remaining Items to Address—shows the total number of items remaining to be addressed and a breakdown of that total by document type. The outer ring of the circle indicates the percentage of the total number of documents required in that category.
  • Accepted Policies & Procedures and Implementation Evidence—shows the total number of policies and evidence items that have been accepted by your Security Compliance Advisor. The outer ring on the circle indicates what percentage of the total required documents the number represents. 
• View the full document request list or select only the Policies & Procedures or the Implementation Evidence documents.
• Search the document request list by item name.
  
• Filter documents by Status, Assignment, Attachment, Function and Category.

In the Document Request List table, the information is grouped into the following columns:

• Item name—shows the name of the item.
• Status—shows the status of the item (Awaiting Documentation, Client Complete, Client Complete/Not Provided, Pending Client Review, Accepted). 
• Assigned to—shows a user who was assigned to work on the item.
• Attachment—shows if the item has an attached file.
• Actions—shows the following icons with which you can:
  • View details—view the detailed information about the item.
  • Upload—attach the file to an item.
  • Assign—assign the document.
  • Ask a question—ask any question or clarification about the document.

To view the details of a document:

Select the View details icon next to it or select the needed document from the list. The pop-up window that appears, contains the following data:

• Document type, its name, and status.
• Details tab with the Attachments and Assessment Control Mapping sections.
  • In the Attachments section, you can:
    • Attach a file.
      •   Note: To upload an attachment, select the Add attachment button. You can add maximum 25 attachments with the .png, .jpg, .jpeg, .mov, .mp4, .pdf, .doc, .docx, .xls, .xlsx, .csv extensions. The maximum file size is 200 MB per file.
    • View the attachment name, its size, information on who uploaded the file, date when it was uploaded.
    • Preview attachment.
    • Download attachment.
    • Remove attachment.
    • Update note.
      • Note: To update the note, select the Update note button. In the pop-up window that appears, you can view the information about the attachment and enter your message in the corresponding field. It should not exceed 500 characters.
  • The Assessment Control Mapping section provides the information about the document depending on the type of assessment:
    • For NIST Assessment: Subcategory, Function, Category, and NIST Reference.
    • For HIPAA Assessment: HIPAA Security Requirement, HIPAA Security Category and HIPAA Reference.
  • Client Notes related to a particular item. It is possible to add new notes or edit the existing ones.
    • Note: To add a note, enter your message in the Notes field and then select the Send icon or press the Enter button. Your message should not exceed 500 characters.
• Information section that shows when and by whom the document was last updated. 
• Communication Thread tab where you can ask Fortified experts any question about the document and upload an attachment.

To change the document status:

Select the needed item from the list to view the details and change its status.

• If the document is in the Awaiting Documentation status, you can add an attachment to it and select the Mark as Complete button. The status of the document changes to Client Complete.
  
• If the document is in the Client Complete/Not Provided by status, you can assign the document.
  • To assign the document:
    1. In the Actions column or in the View details pop-up window, select the Assign button.
    2. In the Document Assignment window that appears, select the needed user from the dropdown list and select the Submit button. 
       • Note: To unassign or reassign a user, in the View details pop-up window, select the Pencil icon next to the user name.

Related Topics

Assessment Details

Technical Controls Survey Tab

Assessment Worksheet Tab

Dashboard Tab