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73:compliance [2019/03/28 22:48] – emr | 73:compliance [2021/02/17 16:00] – [Manage Compliance] cafs | ||
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====== Manage Compliance ====== | ====== Manage Compliance ====== | ||
- | Development of complex products is always a regulated environment. Examples are standards set by governing bodies like the FAA or FDA, ISO or IEEE standards, quality, safety, security, environmental, | + | Development of complex products is always a regulated environment. Examples are standards set by governing bodies like the FAA or FDA, ISO or IEEE standards, quality, safety, security, environmental, |
Stages enables process managers to map their processes against standards, detect and close gaps, and generate evidence for audits, assessments, | Stages enables process managers to map their processes against standards, detect and close gaps, and generate evidence for audits, assessments, | ||
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+ | **Watch our basic videos on compliance [[https:// | ||
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===== Map Processes against Standard Requirements ===== | ===== Map Processes against Standard Requirements ===== | ||
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Typically a process has to comply only with specific sections of a reference model. Those sections are called [[: | Typically a process has to comply only with specific sections of a reference model. Those sections are called [[: | ||
- | {{ : | + | [[https:// |
To define that a process needs to be compliant with to a set of reference model scopes, use the '' | To define that a process needs to be compliant with to a set of reference model scopes, use the '' | ||
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To start the mapping, click or tap on the reference model name. Stages then shows the reference model, but only those parts that are covered by the assigned scopes. Use the navigation to drill down to the requirements. | To start the mapping, click or tap on the reference model name. Stages then shows the reference model, but only those parts that are covered by the assigned scopes. Use the navigation to drill down to the requirements. | ||
- | To allow a quick overview which standard requirements are already mapped and where there are still gaps, the rating | + | To allow a quick overview which standard requirements are already mapped and where there are still gaps, the coverage |
To assign process content to a specific requirement, | To assign process content to a specific requirement, | ||
- | {{ : | + | [[https:// |
- | Finally, a set of mappings | + | Finally, |
- | {{ : | + | [[https:// |
- | Defining the correct | + | Defining the correct |
* Zero Stars (None): The process does not cover the requirement at all. | * Zero Stars (None): The process does not cover the requirement at all. | ||
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To finish the mapping, use the X in the top right corner that shows both the reference model name and the name of the workspace where the process resides. | To finish the mapping, use the X in the top right corner that shows both the reference model name and the name of the workspace where the process resides. | ||
- | {{ youtube> | + | {{ youtube> |
- | The above video shows the whole sequence of actions to assign reference model scopes, map the process to the individual requirements, | + | The above video shows the whole sequence of actions to assign reference model scopes, map the process to the individual requirements, |
- | ===== Show Compliance | + | ===== View Compliance in Process |
- | Some process participants need to to understand why a certain activity or work product is required. This can be accomplished by using the '' | + | Some process participants need to understand why a certain activity or work product is required. This can be accomplished by using the '' |
- | TODO: screen shot | + | [[https:// |
This perspective is configurable, | This perspective is configurable, | ||
- | ===== Show Gaps and Generate Evidence ===== | + | ===== Show Compliance Traceability ===== |
+ | |||
+ | To see how the compliance requirements can be traced to the process content, use the pre-defined Compliance Traces report. It is typically installed in '' | ||
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+ | To generate the traces, select the desired reference model scopes and run the report. | ||
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+ | {{ https:// | ||
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+ | The report shows the compliance requirements and the process content that is mapped to them. It also contains the coverage, notes, and other information. There are direct links to the compliance requirements and the mapped process element. The links automatically open a new browser tab. | ||
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+ | In some cases, it saves a lot of time to map reference models onto each other. If you would like to also include those indirect traces, switch on '' | ||
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+ | Finally, the traces can be exported to Excel via the normal report Excel export. | ||
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+ | ===== Show Compliance Gaps ===== | ||
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+ | The same report can also be used to find the compliance gaps. Simply set '' | ||
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+ | ===== Generate Evidence ===== | ||
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+ | To generate the evidence for audits, assessments, | ||
- | TODO: Use pre-defined reports | + | The report results can be imported into common appraisal tools like //Appraisal Wizard// |
These pre-defined reports can be modified by the customer. Individual reports can also be created. See [[: | These pre-defined reports can be modified by the customer. Individual reports can also be created. See [[: | ||