The Contributors
The key is onboarding your contributors.
➡️ They are the ones who will feed the platform by filling in actions and recurring tasks.
💡 To ensure they provide as much input as possible for their responsibilities, we recommend:
Don’t overload them with recurring tasks. Assign only those you’re sure they can handle, and add more gradually.
Write clear and detailed descriptions so they understand what each task is about.
To properly onboard your contributors to the platform, you can share some resources created by Tenacy:
Compliance Monitoring: Dashboards
To make compliance maintenance easier, it’s essential to have up-to-date action plans and controls.
Action Plans
To simplify the updating and tracking of your action plans from a high-level view, we recommend using a dashboard. It lets you quickly identify where to focus efforts and allocate resources effectively.
Example of a dashboard:
You can display indicators such as:
Your action plan completion rate
Number of open, planned, completed, delayed, ongoing, and to-be-planned actions, along with their trends
Progress over time (line graph view)
Progress by action groups (e.g., grouped by framework categories)
Focus views by theme (these themes can also represent action groups)
Gaps indicators: open, closed, in progress, resolution status, etc.
🔎 Feel free to check out articles on creating dashboards for action plan tracking or gaps follow-up.
Controls (Recurring Tasks)
Controls can also be tracked through an action plan.
You can add indicators at the register level, along with groupings for more detailed insights, such as:
Entries over the last 365 days as a curve (to observe trends)
Entries during the current period
Key metrics: tasks done/not done, overdue/to be approved, pending
Demonstrating Continuous Improvement
Once certified, you need to demonstrate continuous improvement.
A good way to do this is by representing action progress as a curve on your dashboard. This allows you to track the evolution of open/closed/in-progress actions over previous months.
Continuous improvement can also be reflected in your action plan through improvement actions: “We identified enhancements to apply to what already exists in the organization.”
Actions marked with a specific symbol 
can be interpreted as part of your continuous improvement efforts.