Compliance summary

The compliance summary provides an at-a-glance view of compliance monitoring configuration and immediate access to related policies, groups, and reports.

Open the summary by navigating to Setup > Smart Assistant > Compliance Monitoring and clicking the Compliance summary tab.

To configure a new compliance monitoring type, click the add icon on the Set up compliance monitoring tile. For more information about using the compliance monitoring wizard, see Set up compliance monitoring or application data monitoring.

Several actions are available for configured compliance types:
  • Click the View details link to open a panel showing associated groups, databases, policies, and reports. Tabs on the details panel provide convenient links for populating groups, opening tools like the Policy builder for data, or viewing reports.
  • Click the edit icon to open the compliance monitoring wizard and make changes to an existing configuration.