Compliance Tasks

About Compliance Tasks Table

The Compliance Task Table helps users monitor records across DORAedge that may require attention based on review dates, reporting requirements, and upcoming deadlines. The Compliance Tasks table is available on the Dashboard Health page and provides a centralized view of:

• Upcoming review activities

• Overdue compliance actions

• Incident Reports requiring completion

• Contracts approaching their End Date

• ICT Assets approaching their Decommissioning Date

• Contract Data Issues caused by archived linked records

Accessing the Compliance Tasks Table

To find the Compliance Tasks table:

1. Log in to DORAedge.

2. In the sidebar, select Health.

3. On the Health page, look for the Compliance Tasks table next to the Compliance Overview section.

Understanding Compliance Tasks

Each Compliance Task displays:

• {Record Type} · {Record Name}

• A task description explaining the required action

• {x}d overdue or {x}d left

The Compliance Tasks table supports:

• Policies

• Risks

• Incident Reports

• ICT Assets

• Contracts

The Compliance Tasks table may also include Data Issues for Contracts with links to archived records.

Filtering Compliance Tasks

The Compliance Tasks table supports filtering using:

• All — all active tasks

• Overdue — tasks past the relevant date

• Urgent — tasks due within 30 days

• Upcoming — tasks due within 60 days

• Data Issues — tasks related to Contracts that are linked to archived records

Record type filter

Use the Record Type dropdown to filter tasks by:

• Policies

• Risks

• Incident Reports

• ICT Assets

• Contracts

The filter pill counts automatically update based on the selected Record Type.

Resolving Compliance Tasks

Most Compliance Tasks are resolved by reviewing the related record, then manually marking the task as completed. The exception is Incident Reports, which are resolved by submitting the form. After the action is finished, the task is automatically removed from the Compliance Tasks table.

Policies & Risks

Policy and Risk tasks are generated based on review schedules. To resolve the task:

1. Open the related record.

2. Carry out the review activity.

3. Save any changes.

4. Mark the task as completed.

When you finish a review, DORAedge automatically updates:

• Last Review Date

• Next Review Date

Record Version History also reflects the review activity. A new Compliance Task will appear again when the next review date approaches.

Incident Reports

Incident Report tasks remain active while reports are saved as Drafts. To clear the task:

1. Open the Incident record.

2. Complete the required Incident Report form.

Once completed, the task is automatically marked as complete and removed from the Compliance Tasks table.

ICT Assets

ICT Asset tasks appear when assets approach their Decommissioning Date. To resolve the task:

1. Open the ICT Asset record.

2. Review and update the ICT Asset as required.

3. Save the updated record.

4. Manually mark the task as complete.

Contracts

Contract tasks appear when Contracts approach their End Date. To resolve the task:

1. Open the Contract record.

2. Review and determine whether to let the contract be terminated, update it, or renew it if it has already expired.

3. Save any changes.

4. Manually mark the task as complete.

Data Issues

Data Issues appear when a Contract contains archived linked records, including:

• Relationships

• Assessments

• Supply Chains

• Signatories

To resolve a Data Issue:

1. Open the Contract record.

2. Review the archived linked record identified in the task.

3. Either:

   • Restore the archived record, or

   • Update the Contract by replacing it with an active record, then save the changes.

Once resolved, the Data Issue is automatically removed from the Compliance Tasks table.

Finding Compliance Tasks in Records

Compliance Tasks can be accessed from both the Compliance Tasks table and the related record.

• For Risks, Incident Reports, ICT Assets, and Contracts, date-based Compliance Tasks are displayed as a notification banner on the record details page.

• For Policies, review tasks are displayed as an alert within the document drawer.

• Selecting a task from the Compliance Tasks table opens the associated record so the required action can be completed.

Compliance Overview

The Compliance Overview section displays the organization’s DORA compliance readiness. As of May 2026, the previous progress bar has been replaced with a donut chart showing:

• Percentage of completed controls

• Number of controls completed

• Number of controls not started

Additional Notes

• Compliance Tasks are automatically generated based on record dates and workflows.

• Tasks remain visible until the required action is finished.

• Data Issues are automatically resolved when archived linked records are restored or replaced with active records.

• Compliance Tasks may also be viewed directly from the associated record.