You can create your own compliance areas, sub sections and checklists in two ways: custom (completely blank), or copy from a template.
Custom compliance area
Choose “Add New” from the Compliance Audit Section Homepage, then choose the second “Add New” from the pop-up.
You will be presented with this pop-up:
- Complete the new section name (#1) and description (#2). The description will appear at the top of the new compliance area homepage.
- You need at least one sub section; complete the name (#3) and description (#4)
- Use the “Add sub section” (#5) button as needed
- Save (#6)
After saving, a new blank section appears on the homepage. See Add checklist items in this guide for instructions on populating checklists in the new section.
Copy from template
You can create some new compliance areas by copying from a template. The following framework templates are available:
- CIS 8.0 IG1
- CIS 8.0 IG2
- CIS 8.0 IG3
- NIST CSF – V1.1 Framework
- PCI DSS Requirements v3.2.1
You may choose more than one template, and each one will be created as a separate section. Multiple templates cannot be combined into one.
Choose “Add New” from the Compliance Audit Section Homepage. From the pop-up choose the appropriate template, then “Copy from templates”.
A new section appears on the homepage as CIS 8.0 IG. See Add checklist items in this guide for instructions on populating checklists in the new section.
