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Roles and permissions
The following roles can turn on freshness on controls or labels:
Anyone 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.
You can quickly and easily set freshness on multiple controls or labels via bulk editing. As with a single control or label, you must first turn on freshness for the controls or labels and then mark them as fresh.
Tip: For more information, see the Control freshness video at the bottom of the page.
Step One: Turning on freshness for multiple controls or labels
You must first turn on freshness tracking for the control or label, then define its freshness policy.
From the left menu, select Controls or Labels.
If you selected Controls, click the Grid view icon. If you selected Labels, skip to the next step.
Select the checkboxes that correspond to controls or labels for which you want to turn on freshness. To select all controls or labels, select the All checkbox in the upper-left corner of the grid.
Do one of the following:
If you selected a control, select the ... (More options) tab, and then click Freshness settings.
If you selected a label, click Freshness settings at the top of the window.
The Freshness window opens.
Toggle on the Enable Freshness setting.
In Current state, select the freshness status you want the object or objects to have when you save these settings.
Freshness statuses include:
Fresh - The object is up to date and in compliance.
Expired - The object is out of date and non-compliant.
Unknown - The object has not been assessed and is neither fresh nor expired.
If you selected Fresh as the Current state, in the Fresh as of field, select the date that the object or objects were first considered fresh.
Under Freshness Expires select one of the following options:
On a recurring schedule - Freshness expires based on a fixed schedule, such as monthly. This setting is independent of when the object was last marked fresh. See Understanding recurring schedules for more information.
After being marked fresh - Freshness expires a set number of days after the object is marked fresh. For example, if you mark an object as fresh on the 10th of the month and set the number of days to 10, the freshness expires on the 20th of the month.
If you selected On a recurring schedule, enter the following information:
Note: If you choose an invalid day, such as the 31st of every month, Hyperproof defaults to the last valid day of the month for months that don't have 31 days. For example, February's schedule would run on February 28th.
Effective date - Enter the date you want the schedule to start. If the Effective date is today and the selected Recurring schedule (Day of Week, Month, or Year) also falls on today, the first expiration date is set to today.
Expires every - Enter the unit of measure and the number of occurrences, such as every 1 Month or every 2 weeks.
Note: When you configure the recurring schedule, the date the next action is scheduled to occur appears below the schedule. If it is not the date you want, adjust the schedule until you get the date you need.
Options include:
Day
Week - You can select which day of the week the schedule should run. If you don't select a day, Hyperproof defaults to the day of the week of the Effective date.
Month - You can select a specific day of the month, such as Day 15, a weekday, such as the third Monday, the last day of the month, or the last weekday of the month.
Year - You can select a specific day of the year by month and date, the occurrence of a weekday within a specific month, such as the third Monday of December, the last day of the month, or the last weekday of the month.
If you selected After being marked fresh, below When marked fresh, the proof expires in..., set the expiration period. Hyperproof uses the Fresh as of date, along with the expiration period, to determine the expiration date. The expiration date is displayed below the schedule.
Click Next.
A confirmation message displays. if you don't have manager permissions for some of the objects, Hyperproof warns you that it can't update those objects.
Click Confirm.
Step Two: Marking multiple controls or labels as fresh
When the freshness expires on a control or label and you have reviewed it, you can mark it as fresh. When you set a control or label's status to 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 follows.
From the left menu, select Controls or Labels.
If you selected Controls, click the Grid view icon. If you selected Labels, skip to the next step.
Select the checkboxes for the controls or labels you want to mark as Fresh. To select all controls or labels, select the All checkbox in the upper-left corner of the grid.
Click Mark fresh.
The Mark fresh window opens.
The Freshness field defaults to Fresh.
The Fresh as of field defaults to today's date. You can backdate it if necessary, but you can't choose a future date.
Hyperproof displays the next expiration date on the window.
Click Save.
A note about freshness on archived controls
If freshness is set on a control, and the control is archived, the freshness status changes to 'None' and all associated information is removed. Further, unarchiving a control does not restore its original freshness status. See Archiving and unarchiving a control
A note about freshness on control scopes
Freshness on a control scope depends on the freshness status of the main control. Refer to Turning on freshness on a control scope for more information.
Control freshness
Watch this short video to learn more about freshness.