Assurance checklists

Guided checklists that keep every audit and assessment on track.

Activate curated checklist packs for privacy, cybersecurity, AI governance, and ESG initiatives. Each item is linked to evidence guidance, templates, and best practice examples.

Review in Secure Toolkit Automate follow-ups

Checklist highlights

Conditional actions based on responses.
Evidence placeholders and file guidance.
Due dates, reminders, and escalation owners.
Collaboration mode for partners and auditors.

Coverage packs

Deploy ready-to-use packs or build your own.

Privacy & consent

Readiness checklists for DPDP, GDPR, HIPAA, and sector-specific consent models.

Cybersecurity & resiliency

Map to ISO 27001 Annex A, NIST CSF 2.0, and SOC 2 Type II requirements.

AI & analytics

Checklist templates for AI lifecycle reviews, model risk, and human oversight.

Sustainability & ESG

Assess SDG alignment, emissions reporting, and third-party sustainability criteria.

Checklist lifecycle

Clone a base checklist and edit terminology to match your workspace.
Assign owners, due dates, and escalation paths.
Link automation, templates, and evidence uploads.
Publish and monitor in dashboards or export for partners.

Sync with Policy Manager

Designed for collaboration

Share checklists securely with partners and auditors.

Invite stakeholders into the Secure Toolkit or export branded copies for third-party validation. Every response is logged for audit trails.

Version history with roll-back support.
Comments, mentions, and rich attachments.
Link results directly to dashboards and reports.