Approve and share reports

This page is for the Analyst who signs off on an audit and shares the result. Each audit produces a report. You approve it, then export it or share it with a review link.

Approve a reportCopy Anchor Link

1. Open Compliance and select the Reports tab.
2. Click View report on the report you want.
3. Read it, then click Approve and lock and confirm your identity.

You need the Analyst role or above. The report shows Approved and frozen. An approved report does not change. A later audit creates a new report instead.

Export a reportCopy Anchor Link

Exports are available after you approve the report. Choose one of these formats:

A Developer or above can export.

Share a review linkCopy Anchor Link

A review link shows a read-only snapshot of one approved report to someone without a Veriom account.

1. Open Compliance and select the Review links tab.
2. Under Create a review link, choose an approved report.
3. Choose what to include, for example Masked evidence excerpts or Source locations and audit paths. Add any Text to redact.
4. Set Expires in days and Maximum opens.
5. Click Preview shared content to check what the reader will see.
6. Create the link and click Copy link.

Link activity shows each time the link was opened. You can revoke a link at any time.

You need the Analyst role or above.

Answer security questionnaires and track complianceCopy Anchor Link

The other Compliance tabs reuse approved audit evidence:

• Questionnaires: answer a customer's security questionnaire from your workspace's evidence.
• Programs: map audit evidence to the controls of a compliance framework. Programs are part of the Free Trial, Growth, and Enterprise plans.

Veriom maps evidence to controls. It does not certify that you comply with a framework.

If something goes wrongCopy Anchor Link