Implementation and proof

Every clause has one block with three parts, from top to bottom:

1. Requirement: what the standard asks, in our own summary. You read it, you do not change it.
2. Implementation: how your organisation meets the requirement.
3. Proof: what shows that it works, such as minutes, a signed policy or a report.

Open a chapter under Compliance and choose the plus in front of a clause to open its block right there in the tree. The same block is on the page of the clause.

Writing

Implementation and proof each have a small editor with headings, bold, italic, bulleted and numbered lists, links and tables. Choose Save to keep both parts at once. Below the block you see who changed it last and when. Until you save, the block says that there are changes not saved yet.

A clause that the standards share is written once and shows under each standard. Your texts are stored encrypted, with a key of your own organisation.

Uploading a Word or PDF file

Already have a procedure or a report? Choose Upload Word or PDF in Implementation or Proof and pick a .docx or .pdf file of at most 20 MB. Peilaro reads the text and puts it in the editor, so you can tidy it up before you save. Headings, lists, tables and links in a Word file come along; pictures and layout do not. The original file is always kept with the clause, under Original files, where you download or remove it. Removing a file leaves the text in the editor alone.

A PDF that is a scan has no text of its own. Peilaro then reads the scan on your own computer, in your browser, so the file does not go anywhere else for this. It reads at most the first 30 pages and tells you so when it stops there. Text read from a scan can contain mistakes, so check it carefully before you save. When even that does not work, the file is still kept as proof and you type the main points yourself.

How far a clause is

In the tree every clause shows how far it is written down:

• Not started: no implementation and no proof yet.
• Partly written: one of the two is there.
• Implementation and proof: both are there. A proof file or recorded evidence also counts as proof.

This way you see the gaps in a chapter at a glance. Choose Needs attention on a chapter to see only the clauses that need attention.

Read only

When your organisation is read-only, you can still read every block and download the files and the Word or PDF documents, but not change them.