Compliance Management Workflow

This workflow details the process for managing assets and Inspection Plans for Compliance Management.

Blue text in a shape indicates that a description is provided for that step in the following sections. For more information, refer to the topic Interpreting the Workflow Diagrams.

Persona: Analyst

Review assets that do not have linked Compliance Strategy Templates.

Persona: Analyst

Get a list of assets that do not have assigned Compliance Strategy Templates. The list of assets has suggested Compliance Strategy Templates.

Persona: Analyst

Apply suggested Compliance Strategy Templates to assets without templates.

Persona: Analyst

Determine if assets with linked Compliance Strategy Templates have Inspection Plans.

Persona: Analyst

Create an Inspection Plan for an asset.

Persona: Analyst

Review the Inspection Plan and modify Compliance Recommendations.

Persona: Analyst

Determine if the Inspection Plan is ready to be approved.

Persona: Analyst

Link or create Inspection Tasks for the Inspection Plan, now available in Inspection Management.