Compliance Management Workflow

Compliance Management: Compliance Management Workflow

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

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.

Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.

View Assets without Templates

Persona: Analyst

Review assets that do not have linked Compliance Strategy Templates.

Suggest 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.

Apply Templates

Persona: Analyst

Apply suggested Compliance Strategy Templates to assets without templates.

Assets has Inspection Plan?

Persona: Analyst

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

Create Inspection Plan

Persona: Analyst

Create an Inspection Plan for an asset.

Review Inspection Plan

Persona: Analyst

Review the Inspection Plan and modify Compliance Recommendations.

Approve Plan?

Persona: Analyst

Determine if the Inspection Plan is ready to be approved.

Approved Inspection Plan

Persona: Analyst

After the Inspection Plan is approved, the recommendations that are in the Approved state can be implemented as Inspection Tasks in the Asset Strategy Management page or in the Inspection Plan page.