Working With Applicable Date Range
When your organization undergoes an audit, the auditor may need to verify that a sample of evidence was in effect during a specific time frame. For example, it may be required that your employees take compliance training every year. This means the compliance training would only be applicable for one year. To record this time frame in your KCM GRC platform, users can enter an Applicable Date Range for the evidence that they submit for control tasks.
Note:
This feature is currently being tested by select customers, but it will be widely available soon. If you would like to be part of our early access testing, please contact your Customer Success Manager.The Applicable Date Range feature is available to accounts that have enabled Effective Date Range (EDR) for task schedules. To check if your account has EDR enabled, navigate to your Account Settings and see the Allow Effective Date Range in task schedules field (click to view example).
This guide explains how to submit an applicable date range for evidence and it explains the areas of your platform where you can view the evidence's applicable date range. See the jump links below to learn more.
Allow Effective Date Range in Task Schedules
Jump to:
How Do I Add an Applicable Date Range to Evidence?
Where Can I See Applicable Date Ranges in My Account?
How Do I Add an Applicable Date Range to Evidence?
You will apply an Applicable Date Range (ADR) to your evidence from the View Task page. You can apply an ADR when you are adding new evidence or when you are updating existing evidence.
The Applicable Date Range field is found at the bottom of the Create Link, Update Link, Upload Document, or Update Document window. Follow the steps below to add an ADR:
- Click the Applicable Date Range field to open the date picker window that you will use to select your date range.
- Click the beginning date in your applicable date range. Use the arrows at the top of the calendar to scroll through the months.
Tip: You can click on the name of the month and year at the top of the calendar to quickly navigate to the month and year that you are looking for (click to view example).
Applicable Date Range Calendar
- Hover over the ending date in your applicable date range. Before clicking, you can look at the Applicable Date Range field to ensure you are selecting the desired date range, as shown below.
- Click the end date for your time frame to close the date picker.
- Click the Update button at the bottom right-hand corner of the window. This button may have a different name depending on which window you are adding the ADR to.
Where Can I See Applicable Date Ranges in My Account?
There are several areas of your account where Account Administrators and, when applicable, Scope Administrator and Auditor users can view the Applicable Date Range (ADR) for the evidence in your account. See the drop-down menus below for details.
The Supporting Evidence area of the View Task page shows the date range under the Applicable Date Range column.
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
The Evidence tab on the View Control page shows the date range under the Applicable Date Range column.
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
The Evidence tab on the View Scope page shows the date range under the Applicable Date Range column.
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
The All tab on the Documents page shows the date range under the Applicable Date Range column.
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
The Evidence tab on the Documents page shows this date range under the Applicable Date Range column.
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
When you click on a task in the Detailed Compliance Report, the Task Information window will include the Applicable Date Range column under the Supporting Evidence area. 
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
To learn more about the Detailed Compliance Report, see our Metrics Reporting Guide.
When you click on a horizontal bar in the Scope Tasks Gantt chart, the Task Information window will include the Applicable Date Range column under the Supporting Evidence area. 
If an applicable date range has not been applied to the evidence, you will see a dash (-) in this column.
To learn more about the Scope Tasks Gantt chart, see our Metrics Reporting Guide.
Comments
0 comments
Article is closed for comments.