You can create any number of ref models to define the compliance standards you need to support. You can then add your documentation or links to process steps to demonstrate your compliance.

You can build a ref model by using the CSV import or do it manually. We strongly recommend the first option. 

CSV Import

The format of the CSV file is straightforward (detailed below). Once you have built the CSV, you can create a new ref model from the CSV file or update an existing one. 

Important: To be able to update a reference model later ,you need to use a slightly different format - read more in "CSV Update" section below.

To import, click on the three dots to the right of CREATE REFERENCE MODEL and enter the new ref mode information, drag the CSV file into the window, and hit IMPORT.

Link to download the GDPR clauses as a CSV file
Link to download the ISO9001 clauses as CSV file

CSV Update

To update an existing ref model with a CSV file click on the same three dots to the right of the CREATE REFERENCE MODEL button, but this time select "UPDATE". You will need to choose which existing ref model you wish to update and then select an appropriate CSV file from your computer.

Note: Columns G and H are critical to allow the update to work (see below).

CSV file import format

Row 1 of the CSV file is the header. The rows need to be in the correct nested order. The columns are:

Column A - The level in the ref model structure (1,2,3,4,5,...)

This is the ident level of the new node. The first row (row 2) must start with 1.  The next row can either be the same value, or one greater (meaning that this node is a child of the previous node) or any value less which means that this nodes has a parent further up the hierarchy.

Column B - Node name

This is text and the name of the field. It has to be specified with at least two characters and cannot be more than 80 characters.

Column C - Node ID 

The custom ID is any text string and is a visible ID for the field. It is essentially a label and extension of the name (e.g. §1, §2 etc.). This input is optional. 

Column D - Description

The description is a text field. It cannot be more than 5000 characters. This input is optional. 

Column E - External URL

The external URL allows a URL to be added to the field that can connect to any URL endpoint. This input is optional. 

Column F - Tags

This is a space separated list of words that will be added as tags to the node. If the tag is not in the space, it will create it. This input is optional. 

Columns G and H together provide a unique ID for the node that needs to be updated. The update cannot work without them. 

First create a reference model by importing a CSV file with input in columns G and H. Then, when you wish to update the reference model, the system will match the existing nodes and rows in your new CSV file based on columns G and H. 

Both columns G and H are any string texts or numbers, and are not visible in the reference model. We recommend using column G to specify the source of the data and column H to specify the external ID from the source. 

Column I - GDPR

If any GDPR field has a value of 1 then it will enable the Reference for GDPR and will set the node to be GDPR enabled

Manually

In the main app select Ref Model and click CREATE REFERENCE MODEL.

Then for each node, right mouse click and either add "Child node" (lower level) or "Same level node".

For GDPR functionality, you will need to switch it on, either as you create the Ref Model or change an existing Ref Model.

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