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Improved explanation of required manual evidence

It would be helpful to restructure the manual evidence tasks, as per this example:

  • A reference to the relevant policy (e.g., Policy 08) so users can understand the reasoning behind the requirement.

  • Task-based phrasing, such as: "[Task: Maintain a register of X] to meet requirement [XY] of Policy [00]."

  • Possible solution options (e.g., a, b, c) to provide guidance.

Use case:

Employees responsible for providing manual evidence often struggle to understand what exactly is required. By referencing the relevant policy and framing the tasks clearly (including possible solutions), users can efficiently provide the correct evidence without unnecessary back and forth. This improves compliance, reduces errors, and saves time for both employees, CSMs and auditors.

Status: Open

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