Customize Virtual Document Validator

Manage the regulations and policies and their attached assessments available when you use the ​ValidMind Virtual Document Validator.

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to perform the tasks in this guide.¹

¹ Manage permissions

Manage regulations and policies

Default regulations provided by ​ValidMind cannot be edited.²

² Check documentation for compliance

Regulations or policies contain assessments, a set of questions against which your document is checked.

1. In the left sidebar, click Settings.

2. Under Workspace, select Regulations & Policies.

3. Add or edit a regulation or policy:

Add regulations or policies

1. Click Add to create a new regulation or policy.

2. Provide the details for your regulation or policy:

   • regulation or policy name
   • (Optional) description

3. Click Add to create your regulation or policy.

4. Once created, manage your regulation or policy assessments.³

³ Manage assessments

Edit regulations or policies

1. Hover over the regulation or policy you want to edit.

2. When the appears, click on it and select Edit to make changes to the:

   • regulation or policy name
   • (Optional) description

3. Click Update Regulation or Policy to save your edits.

Manage assessments

NoneDefault assessments provided by ​ValidMind cannot be edited, only cloned.

Cloned assessments can then be edited.

Regulations and policies can contain multiple assessments. Assessments are composed of questions against which your document is checked.

To manage an assessment:

1. Add or clone an assessment
2. Add or edit assessment questions

Add or clone assessments

1. In the left sidebar, click Settings.

2. Under Workspace, select Regulations & Policies.

3. Select the regulation or policy you want to add or clone an assessment for by clicking on it.

4. Add or clone an assessment:

Add assessments

1. Click Add to create a new assessment.

2. Provide the details for your assessment:

   • assessment name
   • (Optional) description

3. Click Add to create your assessment.

4. Once created, add or edit the assessment questions.⁴

⁴ Add or edit assessment questions

Clone assessments

1. Hover over the assessment you want to clone.

2. When the appears, click on it and select Clone to make changes to the:

   • regulation or policy name
   • (Optional) description

3. Click Clone Assessment to save a copy of the assessment.

4. Once cloned, add or edit the assessment questions.⁵

⁵ Add or edit assessment questions

Add or edit assessment questions

1. In the left sidebar, click Settings.

2. Under Workspace, select Regulations & Policies.

3. Select the regulation or policy you want to add or clone an assessment for by clicking on it.

4. Select the assessment you want to modify by clicking on it.

5. Add or edit assessment questions:

Add assessment questions

1. Click Add Question(s) to create a new question.

2. Enter in the questions:

   • Each line without a break (enter) is considered one complete question.⁶
   • To add a separate question, press enter to start a new line.
   • Questions will be added in the order they appear.

   As you enter questions, the count of questions will update.

3. Click Add # Question(s) to insert questions into the assessment.

⁶ Empty lines will be ignored.

Edit assessment questions

NoneHow do I locate a specific question?

Click Search to enter in your keywords, then press Search to narrow down results.

1. Hover over the question you want to edit.

2. When the appears, click on it and select Edit to make changes to the question text.

3. Click Update Question to save your changes.

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