Company setup and standards - an overview

The Administration menu is where an administrator tailors L8MS to your company — your branding, your users, and the standard text and options that assessors pick from while working.

Customisations

  • Allocation of Responsibilities — reusable AOR templates.
  • Company Information — address, report font, logo, Word report templates, MFA settings.
  • Control Measures — the control-scheme templates assessors build an assessment’s control measures from.
  • Report Settings — custom report layouts and the Word template each one uses.
  • Surveys — the survey templates and which companies use them.

Tools

  • Interrogation — search across assessments and export the results.

Standards

  • Assessor / Client / Site Information — reusable records that populate the “Recent” pickers in the Create wizard.
  • Assets and Systems — the drop-down option lists used when recording assets and systems.
  • Standard Text — reusable blocks of report wording.

Credits sits at the top of the Administration menu — see How company credits work. Users has its own menu item — see How to manage users.

Company vs. L8MS standard

Most libraries let you add an item for your company only, or (L8MS staff only) an L8MS Standard item shared by everyone. A company can opt out of L8MS standards entirely in Company Information.