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Use this page to read everything attached to one compliance check. It is for company users and MSP staff with access to the assessment.

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Before you start

  • You need Compliance read access. Users with Compliance write or manage access also see editing controls.
  • If you can edit, do not change controls while you only read. Changes to status, priority, due date, notes, and flags can autosave.
  • Find the check first. See Find compliance checks and understand results.

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Open the right assessment

1

Find the check

Open Compliance and find the check in Tree or List.
2

Open it

Click the check title. The check opens in a large window.
3

Confirm the target

Check the company, run, group, and target in the breadcrumb under the title. Use the arrows in the header to move to the previous or next check.
4

Read the main fields

In the middle column, read Status, Priority, Due Date, and the notes.
On a wide screen, Guidance is on the left, the assessment is in the middle, and Uploads, Custom Fields, and History are on the right. On a phone, use the Guidance, Details, Uploads, and History tabs. On a screen of medium width, the right column is hidden. Widen the window or use a phone layout to reach those tabs.

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Read Guidance

1

Open Guidance

On a wide screen, read the left column. On a phone, tap Guidance.
2

Read the sections

Sections can include Criticality, Frequency, Score Weight, Description, Why It’s Important, How to Check, Remediation, Remediation Impact, References, and Default Value. Sections without content are left out.
Guidance describes how the check is defined. It does not show that the requirement was tested or fixed. Use the status, notes, and uploads for that. Reference custom fields on the check definition appear with guidance and are read-only in the assessment. Custom fields for the assessment itself are separate.

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Read the notes

Public Notes (Client Visible) are meant for company readers. MSP staff also see Private Notes (Internal Only). Company users cannot see private notes. If the public findings are unclear, ask your MSP for a clearer explanation. Readers cannot edit status, priority, due date, or notes.

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Open supporting files

1

Open Uploads

Click Uploads in the right column, or the Uploads tab on a phone.
2

Find the file

Look for the file name in the list.
3

Download it

Click the file’s download icon, wait for the download, and open it in a suitable app.
An upload is supporting material. A file on its own does not mean the check passed. Readers see the download icon without upload or delete controls. If a download fails, ask your MSP to check your access or the file.

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Review custom fields

On a wide screen, click Custom Fields in the right column. On a phone, the fields appear below the entries under History. Your MSP decides which fields exist and which you can see.

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Review earlier completed assessments

1

Open History

Click History in the right column, or the History tab on a phone.
2

Read the entries

Each entry is an earlier completed instance of the same check for the same company. It shows the completion date, the recorded status, who completed it, and the Public: and Private: notes.
3

Open an entry

Click View this completed instance to open it as a read-only record.
4

Check the run and target

Check the run and target before you compare notes or results with the current assessment.
This list leaves out the assessment you have open and shows other completed instances. It is not a log of every edit. No History Yet means no other completed instance exists. For a list of completed assessments across all checks, see Review completed compliance assessments.

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Troubleshooting

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Frequently asked questions

No. It lists other completed instances of the check for the company. It is not an edit-by-edit log.
The list leaves out the assessment you already have open.
Assessment-level custom fields appear below the History entries. Definition-level reference fields appear with Guidance.
No. Read the status, public notes, date, and the file itself.
Yes. Readers can download files. Upload and delete controls are hidden.