In this guide, we’ll cover how to configure the Frameworks section, create and tailor frameworks, and customize the key settings to align with your organization’s needs.
Overview
The Frameworks section in Formalize allows you to either create custom frameworks with specific controls tailored to your company's guidelines or if you need a specific template, you can explore our content library for pre-built frameworks. This section is fully customizable, allowing you to define the applicability of controls and track their implementation status within your organization. Additionally, you can personalize the Statement of Applicability fields to match your company's requirements.
Configure your Frameworks settings
In this guide, we’ll provide a quick introduction to setting up the Frameworks section in Formalize. The video below walks you through the key settings to get started, including:
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How to customize your Frameworks module and Statement of Applicability using custom fields.
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How to customize control statuses to align with your organization’s needs.
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How to create and structure your frameworks effectively for better organization and use.
Articles mentioned in the video above :
- See our Fields article for further guidance on how to use custom fields.
How to work within the Frameworks section
In the video below, we take you through a step by step guide on how to navigate and work within the Frameworks section of Formalize. It covers:
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Understanding the control structure and how it appears once set up in the Frameworks settings.
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How to edit controls to add more information.
Articles mentioned in the video above :
- See our Fields article for further guidance on how to use custom fields.
- Check the video above for guidance on how to set up your controls.
- To explore the Tasks module, refer to our Tasks overview article.
by Lea Vietze, Customer Success Manager
We hope this article was helpful and that you now have a clear understanding of how to work with the Tasks module in Formalize!If you need additional support, please feel free to schedule a meeting with our Customer Success team, here.
For a platform overview and commercial details, you can book a meeting with Kristoffer, from our Sales team, here.
Otherwise you are of course always welcome to reach out by email contact@formalize.com.
