My Workspace
- My Workspace Overview
- My Workspace Overview for Employee Users
- Action Menu
- My Workspace - Incidents
- My Workspace - Audits
- My Workspace - HIPAA Risk Assessments and Workplans
Incidents
- 15-Minute Overview: What’s New in Reporting & Charts
- Incident Overview
- Incident Queue
- Report an Incident
- Incident Details Overview
- Incident Queue Filters
Audits
- Audit Queue Filters
- Audit Queue
- Audit Manager Audits in Compliance Manager
- Create New Audit
- Completing an Audit
- Duplicate an Audit
Queues Across Modules
Documents
- Documents Overview
- Create a New Document Using the Document Editor
- How to Access Public Documents
- My Documents
- Document Preview
- Document Details
Admin
- My Organization Overview
- Compliance Manager User Roles and Permissions
- Multi-Factor Authentication for Client Accounts
- Enable Multi-factor Authentication for Login
- User Management
- Add a User
Training
- How To: Extend Access to an Expired Learning Path
- Reporting Engine (Premium Training Clients)
- Training: Allowlist (whitelist) for Domains and IP Addresses to Prevent or Resolve Blocked Emails or Content from Training Center
- Create/Add Modules to Courses
- Create a Course Shell
- Reporting Engine (Standard Training Clients)
Tasks
Sanctions
Risk Assessments
- Risk Assessments Overview
- Add a Risk Assessment
- Assigning a Risk Assessment
- Complete a Risk Assessment Task
- Assign a Risk Assessments Rating
- Adding Comments to Risk Assessments Module (Classic)
HIPAA Risk Assessments
- HIPAA Risk Assessment Overview
- HIPAA Risk Assessment: Definitions and Resources
- HIPAA Risk Assessment Queue
- How To Assign a HIPAA Risk Assessment
- Create a Combined HIPAA Security Risk Assessment Report
- Send a HIPAA Risk Assessment to the HIPAA Workplan
HIPAA Workplans
Attestations
TPM
- Complete a BA Agreement Task
- Compliance Manager Power Sessions: Third-Party Management for Compliance Teams
- Exporting TPM (Third Party Management) Details
- How to Edit a TPM/Vendor Profile
- Mark Third Parties as Archive and Unarchive
- Safety Assessment Results
Reports
- A Quick Look at Some Powerful Reporting Enhancements
- 15-Minute Overview: What’s New in Reporting & Charts
- Compliance Manager Power Sessions: Turn Incident Data into Real Insight
- Power Session: Turning Audit Insights into Real-Time Compliance Action
- Tuesday Tips & Tidbits: Mastering Compliance Manager Reports
- Reports Overview
Export
- Exporting Compliance Manager Record Details
- Exporting Documents Attached to Incidents
- Exporting Documents
- Exporting Data from Reports
- Exporting Incident PDFs in Bulk
- HIPAA Risk Assessments
Compliance Manager FAQ's
- I clicked on Training Center from Compliance Manager, and it is asking for a password?
- The Training Center timed out. How do I get back in?
- My course is locked. What do I do?
- I can’t get to the test/quiz. It is locked.
- I took the test/quiz twice and it says I have no more attempts. Can you reset my test/quiz?
- How do I add a user to an existing attestation?