Enable Automated Evidence Collection (AEC)

Automated Evidence Collection is now available to all Controls Compliance Premium customers. Ask your LogicGate Account Team to learn how this new capability can help your teams automate tedious tasks and stay audit-ready.

Automated Evidence Collection Setup Overview

1. Once Automated Evidence Collection has been enabled for your environment, a Power User must enable Automated Evidence Collection (AEC) in the Workflow Settings and add an AEC Subsection within the relevant Workflow Step. For example, in your Controls workflow, you may set up an AEC Subsection so your Control Owners can set up Evidence Automations.
2. An end user can then create or configure evidence automations on that section of a Record.
3. Enabled AEC automations will do the following periodically:
   1. 1. Create a Record
      2. Link the newly created Record to the Record where the automation is configured
      3. Add a file (from a selected source) to an Attachment Field on that Record

Enabling Automated Evidence Collection (AEC)

Your Workflow settings will include an Advanced tab that contains a checkbox to Enable AEC on that Workflow.

Old

New

Once Automated Evidence Collection (AEC) has been enabled for a Workflow, the Add Evidence Automation option will become available within the Steps of that Workflow.

Clicking the Add Evidence Automation button will add the new Subsection in that Workflow Steps. This new Subsection will enable users to create AEC automations from the Records in that Step.

The section will allow builders to select default record creation settings for end users. Builders can choose the following:

1. The Workflow for the new/linked Record to be created
2. The Step the Record will be created in
3. The Field where the evidence attachment will be added

Builders can select whether to allow their end users to change these default settings.

Clicking the Edit Default Options button (above) will open the following modal to configure default record creation settings:

Checking the box shown above will allow you to add default selections for your end users (shown below), and unchecking that box will remove the default selections.

With these settings, you can choose if and how, Defaults will be presented to end users: 

1. No Defaults: Do not configure any defaults for your end users
2. With Defaults: Configure defaults and allow your end users to change the workflow/step/field

When defaults are set up, the Subsection on the record builder will display a readout of the defaults.

AEC for End Users

When users open the modal to create an automation, they will have the Workflow, Step, and Field pre-populated with the default selections:

You can view a full demo video of AEC for end users here:

For more information about creating and configuring AEC Automations as an end user, please see this Help Center article next!

Additional Resources

Out-of-the-Box Evidence Collectors

• Integrate Risk Cloud across your entire enterprise environment with pre-built evidence collectors. From human resource information systems (HRIS) and ticketing systems to endpoint protection tools and vulnerability management platforms, automated evidence collection with Risk Cloud will save your team time and speed up audit cycles.

Risk Cloud’s Open API

• Build your integrations with our Open API. The LogicGate Developer Portal has all the resources and documentation you need to automate evidence collection at your organization.