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ComplianceGenie SCF Controls Platform

Quick Reference

Quick reference illustration

A quick reference guide for common tasks and features in the SCF Controls Platform.

Keyboard Shortcuts

Section titled “Keyboard Shortcuts”
ShortcutAction
/Focus search field
EscClose modal or clear selection
↑ ↓Navigate lists
EnterSelect highlighted item
Ctrl+Shift+R / Cmd+Shift+RHard refresh (clear cache)
Section titled “Navigation”
Section titled “Sidebar Icons”
Section GroupSectionPurpose
OverviewDashboardCompliance posture overview
OverviewAnalyticsCapability Posture by KSI theme
Controls & FrameworksControl LibraryBrowse all 1,451 SCF controls
Controls & FrameworksFramework MappingsFramework-to-control mapping matrix
Controls & FrameworksGap AnalysisScope controls and identify gaps
Risk & Third PartyRisk RegisterRisk assessment and 5x5 matrix
Risk & Third PartyVendor InventoryThird-party vendor management
EvidenceEvidenceUnified evidence workspace
OperationsTask ManagementTrack evidence collection tasks
OperationsSystems RegistryManage evidence source systems
OperationsUser ManagementManage team members
AdminEngagementsClient engagement management
AdminWebhooksWebhook integrations
AdminAudit LogField-level change audit trail
AdminConsultant PortalMulti-client management
AdminOrg SettingsOrganisation configuration

Data Sync

Section titled “Data Sync”

Automatic Sync

Section titled “Automatic Sync”
  • Platform syncs every 30 seconds
  • Focus events trigger immediate refresh
  • Sync pauses while editing to prevent conflicts

Manual Refresh

Section titled “Manual Refresh”
  • Click Refresh button in header
  • Hard refresh: Ctrl+Shift+R (Windows) or Cmd+Shift+R (Mac)

Sync Status Indicators

Section titled “Sync Status Indicators”
IndicatorMeaning
Synced 15s agoData is current
Syncing…Currently fetching updates
Paused (editing)Auto-sync paused while editing

Control Management

Section titled “Control Management”

Implementation Status Options

Section titled “Implementation Status Options”
StatusWhen to Use
Not StartedControl scoped but no work begun
In ProgressImplementation underway
ImplementedFully operational
At RiskBehind schedule or has issues
Not ApplicableDoesn’t apply to your environment
DeferredIntentionally postponed

Maturity Levels

Section titled “Maturity Levels”
LevelDescription
InitialAd-hoc, inconsistent processes
DevelopingRepeatable but undocumented
DefinedDocumented and standardised
ManagedMonitored and measured
OptimisedContinuously improving

Priority Levels

Section titled “Priority Levels”
PriorityMeaning
CriticalMust address immediately
HighComplete soon
MediumNormal priority
LowAddress when resources allow

Evidence Management

Section titled “Evidence Management”

Evidence Status Options

Section titled “Evidence Status Options”
StatusMeaning
Not StartedNo evidence collected yet
In ProgressCollection underway
CollectedEvidence gathered but not verified
VerifiedReviewed and confirmed valid
ExpiredPast validity period
Not ApplicableDoesn’t apply to your environment

Collection Frequency

Section titled “Collection Frequency”
FrequencyDescription
One-timeCollect once during initial assessment
MonthlyRecurring monthly collection
QuarterlyRecurring quarterly collection
AnnuallyRecurring annual collection
On-demandCollect only when specifically requested

Automation Indicators

Section titled “Automation Indicators”
IconLevelDescription
HighFully automated via API
MediumPartial automation available
LowPrimarily manual collection

Task Management

Section titled “Task Management”

Task Types

Section titled “Task Types”
TypePurpose
FeasibilityAssess if evidence can be collected as planned
SetupConfigure systems for evidence collection
CollectionPerform evidence collection activity
ReviewReview collected evidence for completeness
DocumentationDocument collection procedures
IssueAddress problems with evidence collection

Task Status Colours

Section titled “Task Status Colours”
StatusColourMeaning
Not StartedBlueWork not yet begun
In ProgressOrangeCurrently being worked on
CompletedGreenFinished

Risk Assessment

Section titled “Risk Assessment”

5x5 Risk Matrix

Section titled “5x5 Risk Matrix”

Likelihood Scale (1-5):

  • 1 = Rare
  • 2 = Unlikely
  • 3 = Possible
  • 4 = Likely
  • 5 = Almost Certain

Impact Scale (1-5):

  • 1 = Insignificant
  • 2 = Minor
  • 3 = Moderate
  • 4 = Major
  • 5 = Severe

Risk Levels

Section titled “Risk Levels”
Score RangeLevelColour
1-4LowGreen
5-9MediumYellow
10-15HighOrange
16-25CriticalRed

User Roles

Section titled “User Roles”
RoleAccess Level
AdminFull access: manage users, configure frameworks, view all data
EditorEdit content: manage controls, evidence, tasks, assignments
ViewerRead-only: view controls and reports without editing

Database Backup

Section titled “Database Backup”

Access via the Database button in the header:

  1. Download Backup — Export all data as JSON file
  2. Restore from Backup — Upload a previous backup to restore

Common Workflows

Section titled “Common Workflows”

Starting a New Framework

Section titled “Starting a New Framework”
  1. Go to Gap Analysis
  2. Click Scope by Framework
  3. Select your target framework(s)
  4. Click Add to Scope
  5. Review and configure controls

Preparing for Audit

Section titled “Preparing for Audit”
  1. Check Dashboard for overall status
  2. Review the Evidence Dashboard tab for gaps
  3. Filter by framework being audited
  4. Create tasks for missing evidence
  5. Verify all controls show green status

Daily Review

Section titled “Daily Review”
  1. Check Dashboard for at-risk items
  2. Review Tasks for due/overdue items
  3. Check notification bell for mentions
  4. Update task status as needed
Section titled “Related Guides”