Why Notes are Important in Reports
Every business applies security controls in its own way, and comments help explain how each control works in the specific context of the business being assessed.
A comment that is helpful in one report may be irrelevant, too detailed or even inappropriate in another.
By filtering notes for specific reports, you make sure each audience sees the commentary that matters to them, and nothing they shouldn't.
For example:
- Auditors may benefit from reading you in-depth description of how you have implemented controls.
- Clients may benefit from additional information about how certain controls work or where they need to contribute when a shared control is in place.
- For customers using Ai enabled accounts - your internal team may wish to filter notes created by AI tools to review them for accuracy.
To filter notes correctly they must be tagged effectively.
Read more about how to create and Tag Notes.
How to Filter Notes in a Report
- Add a Section
- Add a Table Item
- Go to the Filter called Notes
- Select a filter option using the drop down select.
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