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Themes

Themes are cross-cutting tags that let you group and filter resources across frameworks. Unlike frameworks, which organize resources vertically, themes organize them horizontally by topic.

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Written by Gagan

Example: You might have a "Data Privacy" theme that applies to obligations across your AML framework, your IT Security framework, and your Customer Due Diligence framework.


Managing Themes

  • Themes are created by Admin users in the admin area

  • Admin users can create up to 10 themes

  • Themes can be applied to obligations, policies, and controls

  • Themes use an n:n relationship — any resource can have multiple themes, and any theme can apply to multiple resources

Using Themes for Filtering

On each of the obligations, policies, controls and evidence tasks (coming soon) consoles, theme tabs appear at the top of the screen. Clicking a theme filters the table to show only resources tagged with that theme. The "All" tab shows all obligations regardless of theme.

Assigning Themes

Themes are assigned to individual resources through the Associations section on the details screen of each resource. Click Manage Associations to add or remove theme tags.

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