Quick Start Guide - Control Assurance

Your Step-by-Step Guide to Achieving Control Assurance

This guide shows the quickest path to getting your organization from initial setup all the way through having ongoing control assurance (e.g., automated daily audits). This isn’t a comprehensive set of everything the platform can do. For that, see the Table of Contents. We also have quick start guides for other scenarios.

Each step of this quick start has its own page that will open in a new tab:

1. User Setup & Invitations
2. Completing Scope & Company Info Pages
3. Tracking Your Progress
4. Setting Up Your Program: Risks, Policies & Controls
5. Examination & Testing
6. Assigning Controls & Gathering Evidence
7. Enabling Ongoing Control Assurance

Once you understand these steps, you will be well on your way to achieving ongoing control assurance.

Experience a demo of these instructions: