Navigate your Playbook workspace, understand your Dashboard, monitor your Audit Readiness score, manage documents, and use the sidebar to access key features and settings.
Dashboard
The Dashboard is your home base for audit readiness, workspace statistics, quick starts, and recent activity. It provides an overview of your workspace and quick access to your documents and compliance manuals.
From the Dashboard, you can:
- View your Audit Readiness score out of 100 and its current status. Select the Audit Readiness tile to open Auditing settings.
- See how many Compliance Manuals you have and how many are complete.
- View your total number of documents and completed document count.
- Identify tracked document types required for your audit score by the badge displayed on their document type cards.
- Start a new document by selecting a document type card.
- Create a new Compliance Manual from the checklist section.
- Resume recent documents from the Recent Documents list, which displays your latest drafts with quality scores.
Sidebar Navigation
Use the sidebar to move between your workspace, settings, and activity. The sidebar can be collapsed to accommodate workspace preferences by clicking the blue arrow in the upper left.
Workspace
- Dashboard
- Documents
- Compliance Manuals
- New Document
Settings
- Profiles
- Auditing
- Document Types
- Memory
Activity
- Activity Log
Audit Readiness
The Audit Readiness score measures your preparation for an audit. Your score is not available until you create your first document. Until then, the Audit Readiness tile displays a placeholder.
The score is based on:
- Coverage of required document types
- Completeness of each document
- Freshness of documents
Audit Readiness statuses are:
- 70 or above: Audit Ready
- 40–69: On Track
- Below 40: Needs Attention
Required document types are configured in Settings > Auditing.
Activity
The Activity Log records changes made to documents and workspace settings.
Switch between profiles using the profile selector in the header. Each profile is a separate workspace with its own documents and Audit Readiness score.
On larger screens, you can collapse the sidebar using the chevron button. Your preference is saved.
On smaller screens, the sidebar remains collapsed and displays tooltips when you hover over each icon.
Related Resources