Create and Manage Workflow Checks

Create and manage custom workflow checks in Sprinto to track manual or process-driven compliance reviews.

Use workflow checks in Sprinto to track compliance processes that are not monitored automatically—such as internal audits, board reviews, or PCI DSS assessments. You can create these checks manually, assign stakeholders, and request evidence uploads. Workflow checks can be configured once and repeated periodically.

Sprinto categorises workflow checks under the Reviews section. You can access them by navigating to Data Library > Reviews > Workflow checks.

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Before you begin

Ensure the following:

• You are logged in as an Administrator.

• The stakeholder you want to assign is already added to Sprinto.

• If uploading users in bulk, refer to the Upload Bulk Employee Data guide.

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Add a workflow check

1. Go to Data Library > Reviews > Workflow checks.

2. Click Add workflow check.

3. In the pop-up:

   • Browse from the list of predefined templates (e.g. Internal Audit, Org Structure Review, Board Review).

   • Or click Create your own check to start from scratch.

4. If creating your own check:

   • Enter a Check name.

   • Select a Framework to map the check (optional).

   • Choose applicable Zones or leave as No mapped zones.

   • Assign a Reviewer.

   • Set the Check frequency (e.g. every 12 months).

   • Enable or disable the Evidence required toggle.

   • Add any Check instructions.

5. Click Create check.

The check now appears under the Active tab with a status of Upload pending until completed.

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Manage an existing workflow check

1. Locate the check under the Active, Upcoming, or Disabled tab.

2. Click Manage on the far right of the row.

3. You can:

   • Edit the check details (e.g. frequency, assigned user, description).

   • Disable the check if it is no longer needed.

   • Upload evidence if you are the assigned reviewer.

   • Mark the check as a Special Case if it is not applicable due to business exceptions.

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Status indicators for workflow checks

Status	Meaning
Active	The check is ongoing and ready for review.
Upcoming	The check is scheduled but not yet active.
Disabled	The check has been turned off manually.
Failing	The check is overdue or missing required evidence.
Passing	The check has been completed and evidence (if needed) is verified.

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Best practices

• Use zones and frameworks to scope workflow checks accurately.

• Assign the check to someone with the correct Infosec role.

• Upload evidence or mark a check as special case if conditions don’t allow completion.

• Regularly filter and review checks by status to avoid overdue compliance actions.