Overview
The Guides aim to provide you with a step-by-step path to implementing different regulations, standards or legislations in your company, utilizing Formalize features. You should consult the Guide for direction in the purpose of different Formalize modules in the context of the relevant use case.
What is the structure of the Guide
Find the Guide in Guidance → My guides in the sidebar. Click on the relevant Guide for the use case you are exploring. The Guide is organised in themes, click on any of the themes such as Governance Framework to expose the sub-themes within.
Click on View next to a theme. It will point to one or several Data connections. The text will provide context on the regulation, while the Data connections will provide a practical implementation step to be put in place. Click on any of the elements referenced to action them.
To keep track of your progress, you can check the checkbox next to every theme as below:
Related articles for more details on how to work with the Data connections:
See our Policies article to learn how to work with policies.
See our Frameworks article to understand how controls work.
See our Tasks article for more information on tasks.
Common Questions
If I complete the Guide, does it mean I am compliant with the regulation?
This guide cannot be considered as consultancy services, and it must be interpreted with consideration of your company’s particularities. We do not guarantee that the content is free from errors or omissions, and you are responsible for ensuring the requirements are sufficient to consider the regulation, standard etc. fully implemented.If I check one checkbox, will it be checked for all other users on the tool?
Yes, the Guide just like the rest of the platform is shared with the others users with access.
We hope this article was helpful!
If you have any additional questions, please reach out to us via chat in the bottom right corner of the page — our team is always happy to assist you further.