Source: https://sprinto-test.docs-staging.pageloop.ai/data-library/infrastructure/dashboard-actions/add-and-configure-workflow-checks

# Add and Configure Workflow Checks

### Introduction

In addition to automated system checks, Sprinto supports **workflow checks** that require periodic evidence submissions to validate compliance. These checks are useful when:

- Manual validation is needed (e.g., for backup restoration tests)
- Evidence must be reviewed periodically
- Specific compliance controls are not covered by system integrations

Workflow checks can be applied to both integrated and non-integrated infrastructure systems.

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### Accessing Workflow Checks

1. Go to **Data Library → Infrastructure**.
2. In the **Infra systems** tab, select a specific system.
3. Click **Add workflow check**.

> [!INFO]
>
> You can also add checks from the **Monitoring → Available checks** tab across all systems.

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### Methods to Add Workflow Checks

| **Method**                             | **When to Use**                                |
| -------------------------------------- | ---------------------------------------------- |
| **From template**                      | Use a prebuilt Sprinto check with default tags |
| **Single workflow check**              | Manually define one check for a system         |
| **Bulk upload**                        | Add multiple checks at once via CSV            |
| _(Coming soon)_ Custom check templates | Build reusable check templates                 |

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### Configure the Workflow Check

After selecting your method, configure the following fields:

| **Field**           | **Details**                                                                  |
| ------------------- | ---------------------------------------------------------------------------- |
| **Title**           | Name of the check (e.g., “Encryption Enabled on Storage”)                    |
| **Description**     | Purpose of the check and what it covers                                      |
| **Instructions**    | Steps the assigned user must follow to perform the check and gather evidence |
| **Check frequency** | How often the check runs (e.g., Monthly, Quarterly)                          |
| **Activates on**    | When the check becomes active                                                |
| **Assigned to**     | The staff member responsible for running the check                           |
| **Evidence review** | Toggle ON to route submissions to a reviewer before passing the check        |

Once complete, click **Add Check**.

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### Managing Workflow Checks

Once a workflow check is active:

- It will appear under **Monitoring → Active Checks**
- The assigned owner receives reminder notifications
- Check status is **Due** until evidence is uploaded
- Evidence can include screenshots, PDFs, documents, or shared links
- Reviewers can mark the check as **Passing**, or request rework

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### Tips

- Use templates to save time when adding common checks like:
  - _Database encryption is enabled_
  - _Disaster recovery is tested_
- Use bulk upload when configuring multiple systems across providers
- Always assign a responsible stakeholder to avoid missed deadlines