Evidence Requests define what data or files need to be uploaded for a document, who is responsible for providing them, and when they are due. Setting up cadences and assignments helps streamline recurring data collection and ensures projects stay compliant.
How To
Open the Document you want to configure.
Decide how often evidence should be collected:
Add One-Time Request – For static evidence collected once (e.g., business registration).
Set Recurring Requests – For evidence collected regularly (e.g., monthly utility bills).
Setup Batch Requests – For evidence collected per batch (e.g., production or application logs)
Apply Pinned Requests – If a pinned document exists, apply its requests across monitoring periods. 💡 See Pinned Documents for details.
To add more evidence requests, click the three-dot menu on the right side of the Document.
Note: Documents that are batch requests can only include one evidence request.
To remove evidence requests, click the three-dot menu next to the data collection fields.
Assign each evidence request to a responsible user.
Set a due date for completion.
Assigned users will receive notifications and can track pending requests from their homepage.
Tips and Best Practices
Keep due dates realistic – Align deadlines with your monitoring periods.
Leverage pinned documents – Apply requests from pinned documents for highly recurring evidence to save time.