Creating An Evidence Template
Introduction
A user can create an Evidence Template that can be used by any organization to quickly create an ‘Evidence’. An ‘Evidence’ made through a Template can begin Automatic Evidence Gathering for the Continuous Compliance cycle as soon as it’s created.
Operation Team Evidence Template
An Operation Team user may create an Evidence Template through the Operation Panel, insuring that the template is unique and private to that Operation Team. These templates are not accessible to Rivial users outside of the Operation Team.
Step-by-Step Guide
Navigate to the Operation Panel
Open the ‘Templates’ page
Click on the ‘Compliance’ tab
Click on ‘Evidence’
On the top of the grid, click ‘Create’
Fill in the required information on the form
When finished, click ‘Submit’.
Global Evidence Templates
Global Evidence Templates are available to be used in an organization. Rivial users with administrative access may create and use Global Evidence Templates.
Step-by-Step Guide
Navigate to the Administrator Panel
Open the ‘Global Templates’ page
Click on the ‘Compliance’ tab
Click on ‘Evidence’
On the top of the grid, click ‘Create’
Fill in the required information on the form
When finished, click ‘Submit’.