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Use this page to find compliance checks and read their results. It is for company users and MSP staff.

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Before you start

  • You need Compliance read access. Your MSP decides which companies, checks, and actions you see.
  • The checks come from assessment runs your MSP has assigned. See Compliance.

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Choose the scope

1

Open Compliance

Click Compliance in the sidebar.
2

Check the company selector

Choose a company or all companies. A permitted parent company can include its child companies.
3

Choose the runs to show

Use the run filter above the table to pick Active, Completed, or All. Choose All to find an older run.Compliance run filter showing Active selected beside Completed and All
The run filter shows whether an assessment run is complete. It does not mean every check passed. A completed run can contain failed checks.

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Browse the Tree view

1

Select Tree

Click Tree in the page header. The tree sits under the summary numbers.
2

Search

Type in Search compliance checks… to narrow the tree. The toolbar shows how many checks match, like 12 / 40 checks.
3

Expand the levels

Expand a company, then a run, then any group, location, or device to reach a check. The levels depend on how the run was assigned. Use Expand all or Collapse all when they are shown.
4

Read the counts

Each row can show counts for Past due, Passed, Failed, and In progress. A count of zero is hidden, but each status keeps its place so the rows line up. Hover a count to read its full number.MSP Demo compliance Tree with aligned status counts for company and run rows
5

Sort the tree

Open Sort and choose Sort ascending for A to Z or Sort descending for Z to A. Names sort within each level, including runs, groups, locations, devices, and checks. Clear sort restores the original order.Compliance Tree sorted ascending by run name for an example Demo company
6

Filter by result

Use the Status filter in the toolbar to choose Passed, Failed, or In progress. If you select more than one, the tree shows checks that match any of them.
7

Open a check

Click the check title. See Read compliance guidance, evidence, and history.
The same check can appear in several runs or for several devices and locations. Read the company, run, and target before you compare results.

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Browse the List view

1

Select List

Click List in the page header. The table shows one row per assigned check.
2

Filter the columns

Use the column filters. Columns include Flagged, Title, Status, Priority, Due Date, Notes, Company, Run, Scope, Public Notes, Last Updated, Group, Device, Location, and Check ID. MSP staff also see Private Notes. Use the column menu to show or hide columns.
3

Filter by result

Use the Status filter in the toolbar to choose Passed, Failed, or In progress, as in the Tree. It combines with the column filters and applies before the results are paged. Switching between Tree and List keeps the selected results.
4

Sort the columns

Click a column heading to sort all matching results, across every page. Click it again to reverse the order. Switching Active, Completed, and All keeps your column filters in place.
5

Page through the results

Use the pager at the bottom. You can show 25, 50, 100, or 250 rows per page.
6

Open a check

On a wide screen, click a row to see it in the Review pane beside the list. Click Open full editor in the pane to open the full check. On a smaller screen, or with the pane off, clicking a row opens the full check.

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Use the Review pane

The Review pane button in the List toolbar turns the docked pane on or off. It shows on wide screens only. The pane has Review, Guidance, and History tabs.
  • Move to the next or previous check with the arrows in the pane, with the Up and Down arrow keys, or with J and K.
  • Press Enter to open the full editor and Esc to close the pane.
  • Users with Compliance write access can change Status, Priority, and Due date and edit notes in the pane. Everyone else sees You have read-only access to this check.
A linked Planner shortcut can appear on a check that has linked work, if you have Planner read access. It does not change the assessment.

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Read the results

Statuses come from the status list on each check. Your MSP chooses the names and which statuses count as complete or successful. Priority is separate and is High, Medium, or Low. A flag marks a check for attention. It is not a pass or a fail. The summary above the Tree shows these numbers: Completion is not passing. A fully assessed set can still contain failures. The score, the summary, and a filtered List are calculated separately, so List column filters do not change the score or summary.

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Troubleshooting

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Frequently asked questions

No. Completed is a run filter. Completed checks can pass or fail. Read each check’s status and notes.
The check can be assigned in different runs, or to different companies, locations, or devices. Compare the target and run.
The weighted score and summary are separate from the List column filters.
It marks a check for review. It does not change the pass or fail status.
No. Your MSP sets up checks and permissions.
No. For a support request, tell the Home AI Assistant and confirm the request when prompted.