We're excited to introduce enhancements to the Automated Evidence Collection (AEC) product, making it easier for Risk and Compliance teams to navigate and manage evidence collection automations. Key updates include:
1) A redesigned Compliance Menu for streamlined navigation to all compliance related features,
2) Dedicated Evidence Automation Details Pages to dive into configuration setting and evidence records, and
3) An Evidence Automations Home Page for holistic and seamless management of AEC configurations and collected evidences.
1. Access AEC Features via the Compliance Menu
Evidence Sources and Evidence Automations have been moved to the new Compliance menu tab. Now available to all customers with Premium Controls Compliance subscription and AEC service enabled. This update empowers Risk and Compliance teams to manage evidence collections more efficiently. Learn how to add new AEC Evidence Sources in our help article.
2. Manage Individual Evidence Automation
Users can now manage each AEC Automation with enhanced visibility and control over the automation configuration settings, collected evidence, and upcoming evidence collection schedule.
1. Navigate to the record (e.g., Control) where Evidence Collections Automations is set up.
2. Under Evidence Collection Automations section, click into the AEC Automation Name to open a detailed modal view, where users can see automation configurations, evidence collection history, and upcoming schedules.
3. Users can dive into the automation by clicking the Edit automation button to modify configurations directly.
4. Users can click See more to access the full details page, offering a comprehensive view of the automation’s settings, complete collection history, and future schedule.
- Users can click Run Now to collect evidence immediately (bypassing the scheduled timeframe or test this AEC Automation); or click Enable/Disable/Delete to change Automation status.
- Users can also access the Parent Record and Evidence Attachment files directly from the table.
3. Manage All Evidence Automations
The Evidence Automations Home Page serves as the central hub for viewing and managing all AEC automations within your organization. This streamlined dashboard provides enhanced visibility into every evidence collection automation, including related control types, evidence source systems, collection statuses, and scheduling—offering a comprehensive overview at a glance.
1. Navigate to Compliance Menu Tab and click Evidence Automations to open the Evidence Automations Home Page, where users can view quick stats on AEC Automations, search and sort automations, and easily configure each automation.
- Please note that Total Automations Created reflects the total number of AEC automations across your entire organization. Automations Displayed shows only the AEC automations linked to parent records for which the user has Step Permissions.
2. Users have quick access to each automation's configuration menu to Edit the automation, review Collection Log, or Run/Enable/Disable/Delete the automation.
- Please note that the user can only edit/run/disable/delete automations where they are assigned the parent record.
3. From this Evidence Automations Home Page, users can also drill down into the individual Evidence Automation details, offering a flexible way to navigate in and out of AEC features.
These new features provide Risk and Compliance teams with the tools and flexibility to effectively manage evidence collection automations, streamlining compliance management and enhancing collaboration.