Source: https://atomic-works-test.docs-staging.pageloop.ai/policies/dashboard-actions/set-up-policy-monitoring-checks

# Set Up Policy Monitoring Checks

---
description: >-
  Set up recurring policy monitoring checks in Sprinto to ensure timely reviews,
  acknowledgements, and compliance tracking.
---

# Set Up Policy Monitoring Checks

Use policy checks in the Monitoring tab to track ongoing compliance, assign responsibilities, and ensure timely reviews and acknowledgements.

Sprinto’s monitoring system allows you to define recurring checks related to your policies—such as “Ensure policy is acknowledged quarterly” or “Review encryption policy every 6 months”. These checks can be linked to policies, procedures, or compliance obligations.

***

### **Access the Monitoring tab**

1. Go to the **Monitoring** tab in the Policies module.
2. You’ll see an overview of:
   * Active checks
   * Passing checks
   * Failing or critical checks
   * Task-level status counts (e.g. Due, Critical, Failing)

<figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.18.46.png" alt="" width="563"><figcaption></figcaption></figure>

***

### **Add a monitoring check**

1. Click **Add checks**.
2. In the drawer, choose one of the following options:
   * **Add from template** – Use pre-configured checks mapped to compliance frameworks.
   * **Single workflow check** – Create a custom check manually.
   * **Bulk upload workflow checks** – Upload a spreadsheet containing multiple checks.

<figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.20.03.png" alt="" width="375"><figcaption></figcaption></figure>

***

### **Add from template**

1. Click **Add from template**.
2. In the left pane, select a category (e.g. People, Infrastructure, Privacy).
3. Review the suggested checks and their mapped frameworks.

<figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.22.06.png" alt="" width="563"><figcaption></figcaption></figure>

4. Select one or more checks and select a zone in the **Zone Details** section.
5. Click **Add check**.

<figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.22.37.png" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
Templates include predefined frequency, task responsibility, and mapping logic. You can customise them after adding.
{% endhint %}

***

### **Create a single workflow check**

1. Choose **Single workflow check**.
2. Fill in the following fields:
   * **Check name** and **description**
   * **Instruction for assignee**
   * **Start date** and **recurrence frequency**
   * **Zone** or team responsibility
   * **Assignee** and **review requirement**
3. Click **Create check**.

<figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.23.23.png" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
These checks appear in your Monitoring dashboard and are assigned as repeating tasks.
{% endhint %}

***

### **Bulk upload workflow checks**

1. Click **Bulk upload workflow checks**.
2. Download the provided template (`.xlsx` format).
3. Fill in check details such as:
   * Name, description, frequency, zone, assigned owner
   * Optional: review requirement and start date
4. Upload the completed spreadsheet back to Sprinto.
5.  Click **Next**.

    <figure><img src="../../.gitbook/assets/Screenshot 2025-06-23 at 16.24.52.png" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
Use this option when setting up dozens of checks during framework onboarding or internal rollout.
{% endhint %}

***

### **Next steps**

Once checks are added:

* You can view their task status (Passing, Failing, Critical)
* Click **View & fix** to update outcomes
* Use the **Status history** option to export evidence for audits
