Creating Compliance Plans
The plan is prepared by the Compliance Manager.
The plan is generally defined on a period of one year. This plan contains all compliance tests to be executed in the year.
A plan is the description of the scope and planning of tests executed in the framework of this plan. It is carried out in accordance with standards. It comprises a description of the approach and the planning schedule. It comprises several compliance tests carried out during a given period.To create a plan:
1. In the Compliance desktop, select Compliance Testing > Preparation > All Plans.
2. In the dialog box that appears, click the New button.
The new plan appears.
3. Open the properties of the plan.
4. In the Characteristics tab, modify the Name of the plan.
5. Select the Nature of the plan:
• Audit
• Test
• Compliance
• Mixed
If you have only the HOPEX Compliance solution, the plan nature is automatically specified and cannot be modified. Depending on the selected nature, a Tests, Audits and/or Compliance Tests tab appears in the properties of the plan.If you selected "Test", "Compliance" or "Mixed" values, an assessment campaign is created at validation of the plan. This will enable generation of questionnaires to controllers. For more details, see Assessing Requirements.6. Select the Calendar of the plan.
7. Modify the Begin Date and the End Date if necessary.
The Status is defined automatically by the workflow.8. Click Save.
The plan is created.
You can now create tests directly in the plan page.