Implementing Controls

What is the Implementation Steps Feature?

The Implementation Steps feature in Kertos helps you track and complete specific steps required to implement controls, ensuring smooth progress toward compliance goals. By breaking down each control into clear, actionable tasks, this feature enables teams to efficiently document their implementation efforts.

How It Works

In the Implementation Progress section, each control is associated with a list of steps required for successful implementation.

• Progress Overview: Displays the overall completion percentage (e.g., 0%) and the total number of steps completed (e.g., 0 / 3 completed).

• Actionable Steps: Each step includes a brief description of the action to be performed.

• Steps can be checked off as completed to update the progress automatically.

Creating and Managing Tasks for Implementation Steps

When expanding an Implementation Step, it expands to show additional details and an option to create tasks. You can create and assign tasks to ensure accountability and progress tracking. Tasks connect specific actions to team members, making it easier to complete implementation steps efficiently.

What is Displayed?

1. Step Title:

   • The title of the implementation step (e.g., “Assign overall responsibility for the ISMS”).

2. Step Description:

   • A detailed explanation of what the step entails.

   • Example: “Top management shall designate an individual or role (e.g., Chief Information Security Officer or ISMS Manager) with overall responsibility for the ISMS, ensuring accountability for its implementation, maintenance, and improvement.”

3. Create Task Option:

   • A “Create task” button (highlighted in purple) allows users to link actionable tasks to this step.

   • This feature ensures accountability by assigning ownership and tracking progress.

How to Create a Task

1. Task Details:

   • The Task Title automatically reflects the step name (e.g., Assign overall responsibility for the ISMS).

   • The From Control section links the task to the relevant control for better context.

2. Add Task Information:

   • Description: Add details or instructions to clarify what needs to be done.

   • Assignee: Select the team member responsible for completing the task.

   • Due Date: Set a deadline to keep the implementation on track.

3. Save or Discard:

   • Click Save to create the task and link it to the step.

   • Use Discard to cancel if no changes are needed.

Why Use Tasks?

• Clear Ownership: Assign tasks to ensure someone is accountable for completing each step.

• Better Tracking: Set deadlines to keep implementation progress on schedule.

• Team Collaboration: Tasks provide clear instructions, reducing confusion about roles and responsibilities.