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Compliance Explorer

Compliance Explorer Feature

This page contains information to assist our customers with utilizing the Compliance Explorer feature in RegScale. It describes what it is, why you would use it, the benefits, and provides instructions on getting started.

What is it?

The Compliance Explorer is a digital filing cabinet for grouping related records in RegScale. It allows you to group compliance information in a logical organizational structure of arbitrary complexity and depth. This feature models hierarchical relationships between records (parent to child) in a one to many fashion (meaning the one parent record can have many children). This feature is logically equivalent to Windows Explorer where it organizes files in a hierarchical folder structure. Compliance Explorer does the same thing for RegScale records to organize records and to allow navigation up and down the structure.

Why would you use it?

There are many reasons to use this feature which include:

  • Organizing compliance data for maximum efficiency in data retrieval
  • Providing visual feedback on the relationship of records to one another
  • The ability to traverse up and down complex directory structures

What are the benefits?

This feature has multiple benefits for an organization; to include:

  • Better understanding of relationships in complex compliance environments
  • Faster retrieval of compliance data

How do I use it?

Instructions for using this feature are provided below:

  • Navigate to any form in RegScale
  • Scroll to the bottom of the form to the Subsystems section
  • The first tab will be Compliance Explorer and it will be opened by default
  • If there are child records, they will display in a list organized by module
  • If there are no child records, it will show a default banner indicating that no child records exist
  • To add a new child record, click the "Add Child Record" button and select the type of record (the module) to add
  • If the record has a parent, you will see a "Navigate Up a Level" button. Click this button to view the parent record along with its children (equivalent to going up a level in Windows Explorer in the folder structure)
  • To navigate to the parent record, click the "Click to View" button
  • To navigate to a child record, click the "View" button next to the record ID in the UI
  • NOTE: Panels in the Compliance Explorer can be expanded and collapsed to allow for easier viewing
  • NOTE: The child record panels allow for searching, graphing, and exporting