Planning

It can be a challenge to keep an overview of the compliance and monitoring tasks within an organization. Especially when working with a (large) team. The planning module in Ruler helps you to keep insight in the planned and executed activities.

Planning activities

Tasks

Tasks can be created for various purposes:

  • legislative changes or news items provided with a roadmap or actions;
  • provide outcomes of risk analyses with follow-up actions;
  • setting reminders for periodic (legal) obligations; and
  • follow-up on monitoring activities.

You can link a person responsible and a deadline to the task, after which it appears in the planning.

Compliance monitoring

Setting up a monitoring agenda

In Ruler, you as a compliance officer can easily plan compliance and monitoring tasks and record the follow-up and outcomes. The monitoring agenda offers an overview of all created tasks, both yours and those of the rest of the team. You can see at a glance what priority the task has, who is responsible for the action and when the deadline is.

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