Source: https://atomic-works-test.docs-staging.pageloop.ai/data-library/reviews/dashboard-actions/create-and-manage-workflow-checks

# Create And Manage Workflow Checks

# Create and Manage Workflow Checks

Use workflow checks in Sprinto to track compliance processes that are not monitored automatically—such as internal audits, board reviews, or PCI DSS assessments. You can create these checks manually, assign stakeholders, and request evidence uploads. Workflow checks can be configured once and repeated periodically.

Sprinto categorises workflow checks under the **Reviews** section. You can access them by navigating to **Data Library > Reviews > Workflow checks**.

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### Before you begin

Ensure the following:

- You are logged in as an **Administrator**.
- The stakeholder you want to assign is already added to Sprinto.
- If uploading users in bulk, refer to the **Upload Bulk Employee Data** guide.

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### Add a workflow check

1. Go to **Data Library > Reviews > Workflow checks**.
2. Click **Add workflow check**.
3. In the pop-up:
   - Browse from the list of **predefined templates** (e.g. _Internal Audit_, _Org Structure Review_, _Board Review_).
   - Or click **Create your own check** to start from scratch.
4. If creating your own check:
   - Enter a **Check name**.
   - Select a **Framework** to map the check (optional).
   - Choose applicable **Zones** or leave as _No mapped zones_.
   - Assign a **Reviewer**.
   - Set the **Check frequency** (e.g. every 12 months).
   - Enable or disable the **Evidence required** toggle.
   - Add any **Check instructions**.
5. Click **Create check**.

The check now appears under the **Active** tab with a status of _Upload pending_ until completed.

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### Manage an existing workflow check

1. Locate the check under the **Active**, **Upcoming**, or **Disabled** tab.
2. Click **Manage** on the far right of the row.
3. You can:
   - Edit the check details (e.g. frequency, assigned user, description).
   - Disable the check if it is no longer needed.
   - Upload evidence if you are the assigned reviewer.
   - Mark the check as a **Special Case** if it is not applicable due to business exceptions.

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### Status indicators for workflow checks

StatusMeaningActiveThe check is ongoing and ready for review\.UpcomingThe check is scheduled but not yet active.DisabledThe check has been turned off manually.FailingThe check is overdue or missing required evidence.PassingThe check has been completed and evidence (if needed) is verified.

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### Best practices

- Use **zones** and **frameworks** to scope workflow checks accurately.
- Assign the check to someone with the correct Infosec role.
- Upload evidence or mark a check as _special case_ if conditions don’t allow completion.
- Regularly filter and review checks by **status** to avoid overdue compliance actions.