Using the Standards Library

NAVIGATION  Standards

This article describes how to formulate sections, categories, and questions in the Standards Library with best practices in mind. For an overview of the Standards Library and its hierarchy, refer to About the Standards Library.

For information on myITemplates, refer to Using myITemplates.

Adding a section

Complete the following steps to add a section, the first tier of a standard, to the Standards Library:

  1. In the top navigation menu, click Standards.
  2. In the upper-right corner of the page, click the Add Standard drop-down menu.
  3. Select Add Section.
  4. In the Title field, enter a name for the section.
  5. Select the Hide for new organizations checkbox if you wish to exclude this section in new client templates by default. Refer to Customizing client templates.
  6. Select the Internal use only checkbox if you wish to hide this section from reports.
  7. By default, this section is included in the client templates for all organizations. If required, click Organizations to select or clear organizations this section does or does not apply to, respectively.
    To search for a specific organization, start typing the organization name in the search bar at the top of the pane. The results are narrowed as you type.
    For more information, refer to Showing/hiding sections and categories in client templates.
  8. Optionally, in the Tags section, click any number of tags to apply to the section, which you can filter by in the list of standards. Refer to Managing Standards Library tags.
  9. Click Save.

Adding a category

NOTE  You can add multiple categories to a section.

Complete the following steps to add a category, the second tier of a standard, to the Standards Library:

  1. In the top navigation menu, click Standards.
  2. In the upper-right corner of the page, click the Add Standard drop-down menu.
  3. Select Add Section.
  4. In the Title field, enter a name for the category.
  5. Optionally, define how often this area should be reviewed. Enter a value in the Remind Every field and select an interval from the drop-down menu. After this amount of time has elapsed, non-reviewed categories will show in the Categories widget on the home page dashboard as up for review.

    6. NOTE  Frequencies are triggered based on when the vCIO submits their portion of the review.

  6. From the Section drop-down menu, select the existing section this category will be nested under.
  7. Select the Hide for new organizations checkbox if you wish to exclude this category in new client templates by default. Refer to Customizing client templates.
  8. Select the Internal use only checkbox if you wish to hide this category from reports.
  9. By default, this category is included in the client templates for all organizations. If required, click Organizations to select or clear organizations this category does or does not apply to, respectively.
    To search for a specific organization, start typing the organization name in the search bar at the top of the pane. The results are narrowed as you type.
    For more information, refer to Showing/hiding sections and categories in client templates.
  10. Optionally, in the Tags section, click any number of tags to apply to the category, which you can filter by in the list of standards. Refer to Managing Standards Library tags.
  11. Click Save.

Adding a question

NOTE  You can add multiple questions to a category.

TIP  The Question Text, How to Find Answer?, and Why Are We Asking? fields support formatting such as bulleted and numbered lists as well as bold, italicized, and underlined text. This formatting is available to enrich presentation when a review is edited.

Complete the following steps to add a question, the third tier of a standard, to the Standards Library:

  1. In the top navigation menu, click Standards.
  2. In the upper-right corner of the page, click the Add Standard drop-down menu.
  3. Select Add Question.
  4. In the Title field, enter a name for the question.

    5. NOTE  The title is the short name for the question. The actual question text is entered in a later step.

  5. From the Priority drop-down menu, select a priority level, which affects scoring in the organization reports. Refer to How report scoring works.
  6. From the Section drop-down menu, select the existing section this question will be nested under.
  7. From the Category drop-down menu, select the existing category this question will be nested under.
  8. Select the Hide for new organizations checkbox if you wish to exclude this category in new client templates by default. Refer to Customizing client templates.
  9. Select the Internal use only checkbox if you wish to hide this category from reports.
  10. In the Question Text field, enter a question (yes/no format).

    11. IMPORTANT  Format questions so that answering Yes is the default (aligned) option and answer No would render a best practice out of alignment and require resolution.

  11. Optionally, in the How to Find Answer? field, enter an internal process for finding the answer to the question.
  12. Optionally, in the Why Are We Asking? field, enter the business reasoning behind the question.
  13. Click Save.