Privacy And Safeguards - Guide And Video
Please check out the following video on Vera Suite's Privacy and Safeguards:
You can also download our FAQ on Privacy and Safeguards by downloading the attachment at the bottom of this article.
Who has access?
Privacy & Safeguards is available to Administrators.
How do I open Privacy & Safeguards?
Privacy & Safeguards Key Performance Indicator dashboard can be opened from the left hand navigation menu or from the dashboard tile.
Scoring
Each Privacy & Safeguards Key Performance Indicator is given a score which contribute to the overall completion score. The score can be viewed on the Key Performance Indicator dashboard or an overview is shown on the Dashboard.
Safeguard Team Established
Select Add New to start building your safeguards team.
Select either a Service Provider or Individual.
Complete the required fields. You can select one Qualified Individual using the toggle.
Once added you can edit or delete team members by selecting the pencil or trash can.
You can also download/upload a copy of a Designation of Qualified Individual.
Once you have completed all your edits to the safeguards team, save & update.
Risk Assessments
Open the Risk Assessment key performance indicator.
Select Yes or No to the question. You can unselect your answer by selecting it again.
Once you’ve completed your answers, select save & update to update the scores.
Information Security Program
Upload a copy of your information security program.
Select Files, or drag and drop your into the control.
You can only upload one Information Security Program at a time.
Use the Trash Icon to delete an existing file.
Once you’ve completed your answers, select save & update to update the scores.
Phishing Penetration Testing
Add a whole number for the Phishing Passing rates.
Upload a copy of your Phishing Report by using Select Files, or drag and drop your into the control.
You can only upload multiple Phishing Reports.
Written Incident Response Plan
Upload a copy of your Incident Response Plan
Select Files, or drag and drop your into the control.
You can only upload one Incident Response Plan at a time.
Use the Trash Icon to delete an existing file.
Once you’ve completed your answers, select save & update to update the scores.
Access Controls
Open the Access Control key performance indicator.
Select Yes or No to the question. You can unselect your answer by selecting it again.
Upload copies of your policies and documents.
Select Files, or drag and drop your into the control.
Once you’ve completed your answers, select save & update to update the scores.
IT Technical Requirements
Open the IT Technical Requirements key performance indicator.
Select Yes or No to the question. You can unselect your answer by selecting it again.
You can also enter additional information about your provider in the text box underneath each question.
Once you’ve completed your answers, select save & update to update the scores.
Vendor Management
Adding a Vendor to your location
- Select Add Vendor
- Enter the name of your vendor and select Search
- If you locate your vendor use the check box to select a vendor
- Select the Add Selected Vendor and the vendor will be added to your location
Adding a New Vendor
- If you cannot find your vendor select Not Found, Create New Vendor
- Complete the Vendor details and the Contact details for the Vendor and select Save
- The vendor will automatically be sent a request to complete the vendor assessment and agreement.
Remove a Vendor
- Select the Vendor you wish to remove
- Select Remove from Location
- The vendor will be removed from your location but will still remain in vendor management