Create and Manage Checks

Sprinto allows you to set up both workflow-based and automated checks from the Monitoring page. While automated checks are enabled via integrations, workflow checks can be created manually using templates, custom configurations, or bulk uploads.

These checks form the backbone of Sprinto’s continuous compliance monitoring. You can assign owners, define run frequencies, and track task statuses — all from a central interface.

Access the Monitoring section

1. Log in to the Sprinto Dashboard and navigate to Monitoring.
2. You’ll see an overview of:
   • Active/Available checks
   • Passing checks
   • Failing or critical checks
   • Task-level status counts (e.g. Due, Critical, Failing)

Add a monitoring check

1. Click Add checks.
2. In the drawer, choose one of the following options:
   • Add from template – Use pre-configured checks mapped to compliance frameworks.
   • Single workflow check – Create a custom check manually.
   • Bulk upload workflow checks – Upload a spreadsheet containing multiple checks.

Add from template

1. Click Add from template.
2. In the left pane, select a category (e.g. People, Infrastructure, Privacy).
3. Review the suggested checks and their mapped frameworks.

4. Select one or more checks and select a zone in the Zone Details section.
5. Click Add check.

Create a single workflow check

1. Choose Single workflow check.
2. Fill in the following fields:
   • Check name and description
   • Instruction for assignee
   • Start date and recurrence frequency
   • Zone or team responsibility
   • Assignee and review requirement
3. Click Create check.

Bulk upload workflow checks

1. Click Bulk upload workflow checks.

2. Download the provided template (.xlsx format).

3. Fill in check details such as:

   • Name, description, frequency, zone, assigned owner
   • Optional: review requirement and start date

4. Upload the completed spreadsheet back to Sprinto.

5. Click Next.

   

Send reminders for pending tasks

You can send reminder emails to specific entities individually or select multiple entities and send reminders in bulk. This gives you more flexibility when following up on pending tasks that are in Due, Critical, or Failing states.

Procedure

1. From the Sprinto dashboard, navigate to Monitoring.
2. Locate the required check and click View & Fix.

3. In the drawer that opens, choose one of the following options:

   • Send a reminder for a specific entity: Click the three-dot menu (⋮) next to the entity and select Send reminder.

   

   • Send reminders for multiple entities: Select the required entities using the checkboxes and click Send reminders.

4. Review the email preview to verify the reminder that will be sent to the selected assignees.
5. (Optional) Select Also CC the recipient's manager on this email to include the recipient's manager in the notification.
6. Click Send reminders.

A confirmation message appears once the reminders have been sent successfully.

Best Practices