Checklists

  • Updated

The Vanta Checklists page will show you a complete list of all the checklists created for your organization. You can manage inventories, create new checklists, and delete no longer-needed checklists from here. 

 

Viewing your Checklists 

  • Select People from the lefthand navigation panel
  • Select Checklists 
  • The checklists page will show you a list of all checklists created for your organization, including the following information:

    • Checklist: Name of the Checklist
    • Last Edited: The date the checklist was last edited 
    • # of Groups: The number of groups this checklist has been assigned to
    • Point of Contact: The person responsible for managing the checklist 

 

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  • Assigning a Vanta Admin as a Point of Contact gives users a direct contact for any questions they may have about the onboarding page. 

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  • You can change the point of contact by using the dropdown in the point of contact column and assigning the appropriate Vanta Admin. 

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  • You can delete a checklist by selecting the ... menu and choosing Delete Checklist

 

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  • To view the tasks associated with a checklist, click on the checklist directly
    • From here, you can manage the checklist by adding or removing tasks

 

Checklist Settings 

On the Checklist Settings page, you can:

  • Configure predefined SLAs for employee tasks during onboarding and offboarding
  • Deactivate an employee task across all checklists

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Task SLAs

  • Task SLAs define how long employees have to complete the corresponding tasks.

 

Deactivate tasks 

  • You can deactivate employee tasks across all checklists through checklist settings, thus excluding all your employees from the requirement. Deactivating a task will also disable monitoring for the corresponding test on the Tests page
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