Tenacy

Pilot your actions

Learn how to customize the priority scale for actions by creating a new scale tailored to your organization's standards.

Change the priority scale for actions

This article details an example of a dashboard to create to follow your action plans

Create a dashboard for monitoring action plans

There is another way to create your action plans via policies: in this article, we will see how to do it and what it can be used for.

Create an automatic action plan

Action plans

Learn how to create, merge, hide, and delete an action plan record, and how to make it visible to the relevant perimeters

Managing your action plan registers: creation, merging, visibility

Everything you need to know about action templates, how to create them and how to use them.

Create an action template

Learn how to create a simple action in an action plan to manage operational tasks that are not related to a security measure.

Create a simple action

Learn how to create an improvement action for a metric that has already been implemented, either from the Security bases module or the Action Plans module.

Create an improvement action

Learn how to create an implementation action for a measure that not yet deployed, from the Security Bases module, from Action Plans, or from the Catalog.

Create an implementation action

Understanding the “Visible by everyone” option in an action plan: what it makes visible, to whom, and what remains confidential.

Making an action plan visible by everyone

Create actions, action plans and action templates

Status, owner, efficiency gain, proofs, workload and costs, activity, deletion: who can do what from an action's record.

Edit and manage an action

Find out what changes when you finalize an action as a contributor in Tenacy: direct approval or review by a manager, depending on your organization’s configuration.

Finalizing an action as a contributor

Understand how to track and view the history of changes made to an action in Tenacy through the action's activity feed.

View changes made to an action

Keep track of actions

Learn how to manage and validate reviews in Tenacy. Find pending reviews via the bell icon, understand their types, and see how they impact your scores and progress.

Understanding Reviews in Tenacy

Learn how the implementation action review is triggered in Tenacy, depending on whether the action review preference is enabled or not, and how to handle it.

Implementation action review: when it is triggered and how to manage it

Understand what the action review in Tenacy changes, the difference between having the preference disabled or enabled, and the questions you should ask yourself to decide what’s right for your…

Action review: should you enable the preference?

Once the action.review preference is enabled, an action moves to “to review” and awaits approval from a pilot. Here's how this process works.

Action review: the validation process by a pilot

Monitor action plans

Monitoring plan, operational maintenance, security maintenance: the control plan goes by several names. Here's how to set it up in Tenacy.

Set up a control plan with Tenacy

Learn how the recurring task approval mechanism natively provides Level 2 control in Tenacy, and how to go further if needed.

Implement Level 2 control in Tenacy

The four views of the recurring tasks register (Calendar, Load, Sequential, List) and how to use each one depending on your needs.

The Recurring tasks register explained

You can create a recurring task via import or directly in Tenacy. This article also explains the various settings and tabs for a recurring task.

Create a recurring task

How to record the completion of a recurring task, track its status and any approval it may need, and enter the related metrics, from the Recurring Tasks module or from…

Perform a recurring task

Learn the different ways to associate a metric with a recurring task, whether the metric already exists in your configuration or still needs to be created.

Attach a metric to a recurring task

Best practices for saving time on your day-to-day compliance monitoring: contributor onboarding, dashboard-based tracking, selectivity around recurring controls, and demonstrating continuous improvement.

Optimize your day-to-day compliance monitoring: best practices in Tenacy

Recurring tasks 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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