1. Introduction
The Plan the Scope module in redOrange.ai helps organizations define and document the boundaries and applicability of their compliance efforts. This guide explains how to access, complete, and manage the Plan the Scope assessments within redOrange.ai.
2. What is Plan the Scope?
Plan the Scope is a structured assessment designed to help you identify the organizational context, systems, processes, and locations that will be included or excluded from your compliance scope. It ensures clear understanding and documentation of what your compliance efforts cover.
3. Accessing Plan the Scope
Log in to redOrange.ai as an Administrator or user with framework management permissions.
Navigate to Compliance > Framework > [Select Framework] > Plan the Scope.
4. Structure of Plan the Scope Assessment
The Plan the Scope assessment is divided into multiple categories, each focusing on a specific aspect of scope definition (e.g., organizational boundaries, physical locations, technology, legal and regulatory requirements).
Each category contains multiple questions designed to capture detailed scope information.
Questions offer three response options: Yes, No, or Not Applicable (N/A).
5. Completing the Plan the Scope Assessment
Answering Questions
Select a category to view its questions.
Provide your answer by selecting Yes, No, or N/A for each question.
Add supporting details where necessary to clarify or explain your responses.
Save your progress frequently.
Reviewing Results
Your responses and comments are saved and can be reviewed at any time.
The complete scope assessment details, including answers and notes, are displayed on the Results page of the assessment.
6. Using Lisha — AI Guidance Assistant
For any question that is unclear or needs explanation, highlight the relevant text.
Click the Lisha icon located at the end of each question.
Lisha provides AI-driven explanations and context to assist in answering accurately.
7. Best Practices for Planning the Scope
Engage key stakeholders across departments to provide accurate scope inputs.
Use the Add details section to capture evidence or rationale for your decisions.
Regularly revisit and update the scope assessment to reflect changes in your organization or regulatory environment.
Leverage Lisha to clarify complex or ambiguous questions, reducing assessment delays.
8. Troubleshooting
Issue | Solution |
Unable to access Plan the Scope | Verify your permissions; refresh or re-login if needed. |
Responses not saving | Confirm Save after answering; clear cache if issue persists. |
Difficulty understanding questions | Use Lisha assistant or contact support. |
9. FAQs
Q: Can I update my scope answers after initial submission?
A: Yes, you may update answers anytime before finalizing the assessment.
Q: What does N/A mean in Plan the Scope questions?
A: Not Applicable indicates the question or aspect does not apply to your organization’s scope.
Q: How do I get help if I don’t understand a question?
A: Use the Lisha AI assistant integrated into each question, or contact support.
10. Contact Support
For assistance with Plan the Scope or any other feature, contact:
Email: support@redorange.ai