Once you’ve integrated and loaded the template into your active workspace, you’ll notice it includes several prestructured folders that’ll help you get started right away. This section will demonstrate how to:
- Organize and consolidate standards, controls, and categories into folders
- Utilize custom workflows to easily track and share status updates
- Set up custom fields to clearly organize your categories, sub-categories, and controls for each standard
- View complete reports that provide full, real-time visibility into audit controls and progress
Step 1: Defining standards
First things first — to check for security compliance, you'll need to define the compliance requirements.
Find a set of baseline specifications for your security processes, and integrate the security standards’ controls and sub-controls into the template’s folders. Utilize the template's custom fields to categorize item types as needed.
The template provides both an internal and external standards folder.
- External standards are globally available rules, often used as a general guideline or definition across the industry. Users often need to pay in order to access the details of these standards' specifications.
- Internal standards are criteria built in-house and thus require no purchase or cost. They often involve unique requirements and preferences based on each organization's security and governance needs while complementing the organization's external standards.
Step 2: Running audits
Once you've defined and chosen your standards, along with their categories and controls, it’s time to kick off the audit. To start managing the audit within Wrike, you can duplicate your desired standards of choice and add them to the “Audit Execution” folder.
You may choose to duplicate and add as many standards as needed for your audit.
In our template, we've segmented audits based on the year conducted.
If you're set with the standards and policies you need for your audit, you can begin following the instructions for each category and control based on their specific requirements for evaluation. As you progress, you can alter each item's custom status to track their progress, as well as the state or level of compliance.
Step 3: Reviewing progress
Once audits are underway or completed, the template’s two dashboards and two reports provide full visibility into the audit's controls, statuses, and general progress.
This template includes the following:
- (Report) Audit Controls Count by Status – An overall count of all controls and which stage they’re in
- (Dashboard) Audit Controls Tracker – A quick, bird's-eye view on the various assessments or audits underway
- (Report) Audit Progress by Assignee – A convenient way for managers to view audits underway by assignee and the status of their work
- (Dashboard) My Audit Work View – A user-specific view for individual assignees to utilize as they progress through assessments and controls to audit against
Make Wrike work for you
Creating a workplace of the future might be easier than you think. Check out additional Wrike features and provide your teams with the tools they need to do their best work.
Wrike is highly customizable and adjustable to meet the unique needs of each team that’s using it. Try out the many different features within Wrike to accelerate your processes and workflow today.