Turning on freshness
Roles and permissions
The following roles can turn on freshness:
Administrators
Compliance managers with manager permissions on the control or label
Users with manager permissions on the control or label
Freshness is a status setting that indicates whether an object is up-to-date and in compliance with the requirements of the program that contains it. When you set a freshness policy, you define its expiration period. At the end of this period, the freshness status automatically changes from Fresh to Expired.
Tip
For more information, see the Control freshness video at the bottom of the page.
There are two steps to setting the freshness status on a control or label:
Turning on freshness
Marking the control or label as fresh
Step one: Turning on freshness
First, you must turn on freshness tracking for the control or label, and then define its freshness policy.
From the left menu, select Controls or Labels.
Select the control or label for which you want to turn on freshness.
Do one of the following:
If you selected a control, select the ... (More options) tab, and then click Freshness.
If you selected a label, click the empty space below the Freshness column.
The Freshness window opens.
Select On.
Enter the following:
Below When marked fresh, the proof expires in..., set the expiration period.
Below Starts as, select the initial status.
Below Fresh as of, set the start date of the expiration period. The start date can be today or in the past, depending on your organization’s needs.
Click Save.
Now that freshness has been set:
The freshness status is displayed next to the name of the control or label.
The control's or label's Proof tab has a Mark fresh button that allows you to change the status.
Various dashboards and item lists throughout the app now reflect the freshness status of the control or label.
Step two: Marking the control or label as fresh
The second part of setting the freshness status is to mark the control or label as fresh. Whenever you set the status of a control as fresh, it remains in that state until the end of the set expiration period.
At the end of the set expiration period, you can reset the control or label as fresh in one of two ways, detailed below.
Marking the control fresh from the Details or Proof tab
From the left menu, select Controls.
Select the control you want to mark as fresh.
Do one of the following:
Select the Details tab, and then click the freshness status.
Select the Proof tab, and then click Mark fresh.
The Mark fresh window opens.
Adjust the expiration period and, optionally, add a short note.
Click Mark fresh.
The control is marked fresh.
Marking the label fresh
From the left menu, select Labels.
Locate the label you want to mark as fresh.
Click the date below the Freshness column.
Adjust the expiration period and, optionally, add a short note.
Click Mark fresh.
The label is marked fresh.
Control freshness
Watch this short video to learn more about control freshness.