Bulk Editing

Streamline Your Workflows with Bulk Editing

Managing compliance tasks just got a whole lot easier! Our new Bulk Editing feature allows you to make updates across risks, controls, and evidence in just a few clicks. Whether you're updating expiration schedules, changing owners, or progress statuses, this powerful tool saves you time and reduces errors by eliminating the need to edit each item individually.

On the Risk Management, Control Library, and Evidence Repository pages, you will see a Select button. You can either select a handful of items or Select All to make bulk changes to risks, controls, and evidence items, respectively. Then, click the Bulk Edit button after you have made your selection. Save Changes and you're all set!

You'll be able to use the filters to narrow down your results further.

In this example, on the Risk Management page, you can select all of the items and assign a new owner.

In this example, on the Control Library page, the filter is also applied to show only the suggested controls for the SOC 2 framework. Then, the owner and progress status were bulk-edited from those results.

Note

You may need to refresh the page to see the reflected changes!