Update improvement actions in bulk
Updating many improvement actions at once in Compliance Manager. Export actions downloads ExportActions.xlsx. The How To Update Actions tab explains which columns can be edited and which values are allowed. In the Action Update tab we delete every row except the ten we update, fill in Implementation Status, Implementation Date, Test Status and Test Date, and upload the file with Update actions. Review and finish shows the score change before you confirm.
W
COMPLIANCE MANAGER
Update improvement actions in bulk
Ada Admin
Eli Employee
WHY BULK UPDATE
Hundreds of actions, one file
Tip: keep only the rows you update.
Other rows often hold values that make the import fail. Delete them before you upload.
Microsoft Purview
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Improvement actions
Improvement actions provide guidance on task completion which can improve your org's compliance score.
Action points can take up to 24 hours to update.
Export actions
Update actions
Accept all updates
Assign to user
96 items
Regulations:
ISO/IEC 27001:2022
×
Testing type:
Any
Improvement action
Points
Testing type
Test status
X
ExportActions.xlsx
Downloaded
Compliance Manager › Improvement actions › Update improvement actions
Complete prerequisites
Use this wizard to update improvement actions with your organization's current compliance status.
Complete these required steps before continuing:
Import updated improvement actions
Update improvement actions in the downloaded Excel file and upload the edited file to Compliance Manager.
Upload Excel file
*
Select a file
Browse
Uploaded file: ExportActions.xlsx
Upload a different file
Review and finish
Review this data to understand the impact of your actions update. All score changes will become permanent
once you select
Update actions
below.
Score change
Actions modified
10
Overall score change
102
Change percentage
0%
Next
✓ 10 improvement actions updated
X
ExportActions.xlsx · Excel
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Action Update
Improvement Action Details
How To Update Actions
Good to know
1/7
COMPLIANCE MANAGER
Update improvement actions in bulk
We export improvement actions to Excel, keep only
the ten rows we update, fill in status and dates,
and import the file again with Update actions.
informasjonsbeskyttelse.no
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