Manage validation guidelines

Edit the guidelines for validation reports to align them with organization’s requirements, and add the guidelines to your report templates to ensure that they are ready for use.

To set up validation guidelines, you’ll need to complete these two steps in sequence:

1. Set up validation guidelines
2. Add guidelines to templates

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or Validator, or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Set up validation guidelines

1. In the left sidebar, click Settings.

2. Under Workplace Settings, select Risk Areas & Validation Guidelines.

3. Add, edit, or delete risk areas and their associated guidelines as required.

   • Once a risk area is added, you can then manage guidelines² associated with that risk area.
   • Once guidelines are set up, you can then add them to your validation report templates.³

² Manage guidelines

³ Add guidelines to templates

Manage risk areas

Add risk areas

1. Click Add Risk Area.

2. Provide a name and description for your risk area.

3. Click Add Risk Area to save your changes.

Edit risk areas

1. Hover over the title of a risk area until the menu appears, then click on it.

2. Select Edit Risk Area.

3. Make your desired changes to the risk area’s name and description.

4. Click Save Risk Area to save your changes.

Delete risk areas

Any guidelines associated with a risk area will need to be deleted before the risk area can be removed.

1. Hover over the title of a risk area until the menu appears, then click on it.

2. Select Delete Risk Area.

   Once you confirm, that risk area will be removed.

Manage guidelines

Add guidelines

1. Hover over the title of a risk area you want to add a guideline to until the menu appears, then click on it.

2. Select Add Guideline.

3. Provide a title and description for your guideline.

4. Click Add Guideline to save your changes.

Edit guidelines

1. Expand the menu for a risk area by clicking .

2. Once you’ve located the guideline you’d like to edit, hover over the title of the guideline until the menu appears, then click on it.

3. Select Edit Guideline.

4. Make your desired changes to the risk area’s title and description.

5. Click Save Guideline to save your changes.

Delete guidelines

Deleting a guideline will remove it from any associated templates without creating a new version of the template.

You are also unable to delete any guidelines with assessments in validation reports assigned to them.

1. Expand the menu for a risk area by clicking .

2. Once you’ve located the guideline you’d like to delete, hover over the title of the guideline until the menu appears, then click on it.

3. Select Delete Guideline.

   Once you confirm, that guideline will be removed.

Add guidelines to templates

To configure validation templates, you must have sufficient guideline and template permissions.

By default, the Customer Admin role has all these permissions.⁴

⁴ Manage permissions

1. In the left sidebar, click Settings.

2. Under Workplace Settings, select Templates.⁵

3. Select the Validation Report tab, then locate the template you want to edit.

4. On the template details page, click Edit Outline.

5. For the section you’d like to add a guideline to, click and select Guideline Block under content.

6. Toggle the guidelines you’d like to add to that section, then click Add # Guideline(s) to save your changes.

7. When you’re done, click Create New Version to view a side-by-side comparison of your changes with the previous version:

   • Add a description in version notes to track your changes.
   • Click Save to save the new version.

   Once saved, your new template version with the modified guidelines becomes available for use with your validation reports.

⁵ Customize documentation templates

What’s next

• Preparing validation reports
• Assess compliance
• Working with model findings