/red-team/compliance. The numbers come from your campaigns and their calls.
The auditor pack is evidence that supports the controls you chose. It is not proof of compliance. The page says so at the bottom.
Before you start
- At least one campaign that has run. See Build a campaign.
- Your audit period and the number of tests a year you promised your auditor or insurer.
Steps
1
Set the compliance settings
Open the settings page titled Fair testing and scroll to Compliance and audit period. The Frameworks and audit period button on the plan page goes straight there.
Click Save compliance settings.
2
Open the plan
Open Red Team, then the page Compliance and yearly plan. The Audit period card shows the dates and the frameworks, then four numbers.
The note under them: “Coverage counts a person once they answered a test call in the period.”
3
Read the rest of the page
4
Schedule the next test
Pick a template and click Schedule the next test. The wizard opens with the set-up filled in. Pick the people and the date, then record the authorisation. See Save and reuse a campaign template.
Retests
A retest date is set on a campaign when you build its auditor pack. It appears on the plan under Next test and in the Retest column. See Export for auditors.What happens next
The plan updates itself from your campaigns. Run the next test before the due date and the coverage rises. Teams drop off the gaps list once one person in them answers a call.Problems
The period says the last 12 months
The period says the last 12 months
No audit period is set. Set Audit period starts and Audit period ends on the Fair testing page to match your auditor.
Coverage is low although everyone was called
Coverage is low although everyone was called
Coverage counts people who answered and talked. No answer, voicemail and failed calls do not count. The line under the numbers shows how many were called at all.
A team shows as Team not recorded
A team shows as Team not recorded
Those people have no department on their contact. Add one under Add the people you will call.
It says No saved templates yet
It says No saved templates yet
Schedule the next test opens a blank wizard. Save a campaign as a template to reuse it next time.