Navigation (left sidebar)

The left sidebar is your map of the Compliance Library. It works in both the Regulation and Checklist views.

Open or close the sidebar

Click Navigation in the Compliance View bar to show or hide the panel.

Find a requirement quickly

Type in the filter field at the top of the sidebar to narrow the list to matching items.

Requirements tab

Shows the full Table of Contents with status indicators:

  • Grey text — marked not applicable.
  • Red icon — requirement has a warning.
  • Blue icons — show number of connections, tasks, and ownership. Hover over the ownership icon to see the owner's name.

Click any item to jump to it. Click the arrow next to Navigation to collapse or expand all requirements at once.

Tasks tab (Enhanced Compliance)

  1. Click the Task tab to see all tasks across the library.
  2. Use the Show dropdown to filter by status: All, Pending, Completed, or Rejected.
  3. Use the Tasks filter to search by text, or tick Show only my tasks.
  4. Click a task or its Edit button to open the Edit task card in the right sidebar.

Print button at the bottom of the sidebar prints a task list for the library.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section