1. Introduction
A Process Plan in redOrange.ai defines the sequence of activities, responsibilities, and controls that an organization follows to meet its compliance and operational objectives. This guide explains how to access, manage, and effectively use process plans within redOrange.ai to support your compliance journey.
2. What is a Process Plan?
A Process Plan documents the structured approach your organization takes to implement and maintain compliance frameworks and business processes. It helps in identifying stakeholders, allocating resources, documentation and setting timelines to achieve compliance goals efficiently and consistently.
3. Accessing Process Plans
Log in to redOrange.ai as an Administrator or a user with framework management permissions.
Navigate to Compliance > Framework > [Select Framework] > Process Plan.
4. Understanding the Process Plan Structure
Each compliance framework in redOrange.ai includes a Process Plan step.
The Process Plan is divided into multiple categories, each representing a domain or aspect of the compliance process.
Each category contains a set of assessment questions designed to evaluate your organization's compliance readiness and processes.
Questions provide three response options: Yes, No, or Not Applicable (N/A).
5. Managing and Assessing Process Plan Questions
Viewing and Answering Questions
Select a category to view its assessment questions.
For each question, choose the appropriate answer: Yes, No, or N/A.
Add additional details to provide context or explanations as needed.
Save your responses periodically to avoid data loss.
Reviewing Progress
Your responses and notes are saved and can be reviewed anytime.
The Process Plan results, including the answers and supporting details, are displayed on the Results page for each framework assessment.
6. Using Lisha — Your AI-Powered Compliance Assistant
If you find any question or wording unclear during your assessment, use Lisha, the AI-powered compliance assistant integrated into redOrange.ai.
Highlight the specific word or phrase in the question.
Click on the Lisha icon located at the end of every question.
Lisha will provide a quick, accurate explanation or guidance relevant to the highlighted text, helping you understand the requirement better and answer confidently.
7. Best Practices for Process Plans
Engage relevant stakeholders in completing the Process Plan for accurate and comprehensive responses.
Use the Add details sections to document evidence or notes for future audits.
Regularly update your Process Plan answers as your compliance efforts progress or processes change.
Leverage Lisha for clarifications to reduce delays and misunderstandings.
8. Troubleshooting
Issue | Solution |
Unable to access Process Plan | Confirm you have framework management permissions. Refresh or re-login if needed. |
Changes not saving | Ensure you click Save after answering questions. Clear browser cache if issue persists. |
Unclear question wording | Use the Lisha AI assistant for explanations or contact support. |
9. FAQs
Q: Can I update my answers after submission?
A: Yes, you can revisit and update answers anytime until the assessment is finalized.
Q: What does N/A mean in process plan questions?
A: Not Applicable means the question or control does not apply to your organization's scope or situation.
Q: How do I get help if I don’t understand a question?
A: Use Lisha, the AI assistant integrated into the question interface, or contact support.
10. Contact Support
For assistance with Process Plans or any other feature, contact:
Email: support@redorange.ai