Product Update: Introducing Anecdotes’ New Fieldguide Integration

New integration brings automation to more audit processes

While many top auditors use the Anecdotes auditor portal to conduct their customers’ audits, some require the use of other platforms. For GRC teams who manage their programs in Anecdotes year round, having to switch gears to work with an auditor who uses different technology can be frustrating. Manually copying and loading evidence to the auditor’s preferred platform can feel like more of a chore than ever.

GRC can be painless with any auditor

Fortunately, Anecdotes’ latest integration means that companies that benefit from the automation provided by Anecdotes’ data-powered platform don’t have to duplicate their work for audits in Fieldguide. Now, they can continue working regularly in the platform and perform their audits in Fieldguide without extra work at audit time.

See how easy it is to integrate Anecdotes with Fieldguide

Anecdotes developed our secure and dependable Fieldguide integration with three primary goals in mind: efficient collaboration, automated data sharing, and enhanced control. This ensures that GRC teams and auditors can work in the environments they’re familiar with without duplicating efforts.

What does it do?

With this integration, organizations can easily send the right evidence from Anecdotes directly to their auditor’s Fieldguide instance by flipping a switch. The integration also automates granular data sharing and makes removing evidence from Fieldguide as easy as sending it.

Push Evidence: Changing a control’s status to "Auditor visible" will automatically push relevant evidence to Fieldguide. Users can set additional limits on what auditors see by configuring:some text
- Evidence-level status visibility
- Requirement evidence scoping
- Visibility dates and framework account scoping
- Custom views of the evidence for specific use cases
Exchange Comments: Comments and statuses set in either system populate automatically in the other system, streamlining communication and making the audit process simpler and smoother for both parties.
Delete Evidence: Setting a control’s status to "Auditor non-visible," automatically removes all evidence associated with that control from Fieldguide.

The auditor will receive the information they requested in the format they want, and organizations can count on Anecdotes’ Fieldguide integration to ensure compliance with visibility restrictions based on settings in Anecdotes.

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Simplify audits with any auditor that uses Fieldguide

Audits are tough enough without the added burden of manually copying and moving evidence or the stress of asking the auditor to take extra steps. This integration lets GRC teams build on the work they’ve done all year in Anecdotes to reduce the manual tasks involved in audit prep and the audit itself. Auditors and auditees alike will appreciate how much this integration reduces the back-and-forth of the audit process.