Creating a Custom Checklist
- From the left-hand navigation panel, select People -> Checklists
- From the overview tab, you will see a + Create checklist button at the top left-hand corner
- Give the checklist a name and assign it to the appropriate groups
- You can assign your custom checklists to multiple groups
- Select the policies group members will have to accept
- Choose which device monitoring services should be used for this checklist
- Enable security awareness training
- Enable background checks
- Add or create customs tasks
- Select which systems will need access removal when an employee is offboarded
- Review the checklist
- Once completed, the checklist will appear on the checklist page and can be edited by clicking the "..." button.
- You can assign a point of contact for the checklist by using the dropdown list in the Point of contact column
Updated
<%= heading %>