Performing Compliance Validation

This page provides guidance for conducting compliance validation. Note that this guide does not serve as legal counsel for achieving absolute compliance for auditory purposes.

1

Create a Saved View

In the search page, create a saved view of all relevant entities.

2

Run Neil, the compliance AI Copilot

To open our Copilot, click on the 'AI Co-Pilot' tab on the right hand side.

• Enter the following prompt into the chat:

Can you read all my files in this Saved View and check if I am <regulatory standard> compliant? Generate a report on any missing or recommended processes.

It might be helpful to give the Co-pilot some extra context or information about your organisation, processes, and necessary workflows. If you already have pre-existing Procedures or Documentation, Neil will be able to use this information when validating.

3

Executing Validation

Neil will scan through your organisation and check if your system is missing any necessary documentation or procedures for your regulatory compliance.

4

Make Changes, and Perform re-Validation if needed

Based on the results, Neil may give advice on missing documentation or configured workflows. After making the necessary changes, you will be able to perform re-Validation to check and ensure you have correct documentation and properly configured workflows.

Need help? Email our team at [email protected].