2. Explore

Activity	Details
Design Workshop	Depending on the nature of your ActiveControl Implementation, it is likely that a Design Workshop may be organized by Basis Technologies as part of the Explore phase of your ActiveControl implementation project, and a formal Blueprint document provided as an output from that session.
Self-Blueprint	Populate all tabs of the Self-Blueprint.
ActiveControl User Roles	Review the Security Roles Matrix spreadsheet, and identify which roles will be needed within your organisation based on existing roles/responsibilities and processes and the decisions made on required Control Points and Approvers. Decide whether you will use the out-of-the-box ActiveControl roles, or take Z copies. Decide whether you will use solely single roles, or also use composite roles.

Feedback