How to set up the library

The library contains the collection of links to all documents that are relevant for the management system of your chosen ISO standards.

Content #

The content tab in the library shows all links to documents, pages, lists and external content grouped by category. At least one category must be created to be able to add content.

For documents, pages and lists in SharePoint a preview can be shown in ISOPlanner.

Items added in the library tab of processes, requirements, risks, controls and tasks will also automatically become visible in the library.

Add button #

With the add button, a new link to content can be added. After clicking the button, the next step is to select the category to add the content to.

Validate #

The validate button shows three options:

1. Validate selected – this checks the validity of all links that were selected before choosing this option.
2. Validate all items – this checks the validity of all items in the library.
3. Hyperlinks on pages – this checks the validity of links on SharePoint pages, either in a selection of content of for all content that is of the type ‘SharePoint page’.

View #

The View button lets you change the view from grouped by category to a flat list, and back.

… button #

This button shows three options that work on the current selection of items:

1. Edit name
2. Change item on SharePoint

This option will replace the current item in SharePoint with another item in the same category. The benefit of using this option over removing one item and adding a new one, is that the item will still be linked to the processes, requirements, risks, controls and tasks it was linked to.

3. Remove

Usage – x items #

In the list of content there is a column called ‘Usage’ that shows a number of items for all content. Where it shows for example ‘3 items’, that means that the content is linked to 3 items in ISOPlanner. Those items may be processes, requirements, risks, controls of tasks. Clicking on ‘3 items’ shows those items as clickable links.

Categories #

The categories tab shows the current list of categories, with the option to add, edit or remove categories.

Each category is one of the following types:

• SharePoint Document Library
• SharePoint Custom List
• SharePoint Page Library
• URL List

SharePoint integration must be enabled for the specific type, for it to be available. If it is not available then the category is greyed out when adding or editing a category.

When adding or editing a category of a SharePoint type, there is a button to choose a document library, list, or site on SharePoint respectively. Clicking that buttons opens a SharePoint browser where you can select a SharePoint site and then a specific (folder in a) document library or list if applicable.

Each category of a SharePoint type is associated with a certain SharePoint location. That means that all content items in that category will have to be stored in that location.

A category of URL List type is simply a list of URLs. When adding or editing a category of this type it is possible to enter a URL. This is the “base-URL” for all library items that will be created in this category. For example, if you know that all library items in this category are YouTube videos, you can enter https://www.youtube.com.

This field is optional. You can leave it empty, even if all library items in this category will start with the same base-URL.

Naam #

When adding or editing a category, you can enter or change its name. The category will be known in ISOPlanner with this name.

System category #

There are three system categories available which you may choose for your categories:

• Assets – for a SharePoint list of assets, to be used with risks.
• Uploaded evidence – for a SharePoint document library for storing evidence.
• Threats – for a SharePoint list of threats, to be used with risks.

Choosing a system category is optional.

Tags #

The tags tab shows the current list of tags, with the option to add, edit or remove tags. All tags consist of a group and a value. Multiple tags may share the same group. For example, in group ‘Priority’ may be tags with values ‘Low’, ‘Medium’ and ‘High’.

Tags can be assigned to items like processes, requirements, risks, controls and tasks and can be used to filter lists of those items. Multiple tags can be assigned to items.

For each group of tags and also each specific task, a color can be chosen. For each tag, also a tooltip can be set which is a text that is shown when hoovering the mouse over the tag.

Knowledge base #

The Knowledge base tab allows you to select content from the library that you want to share in the ISOPlanner Teams app. For all selected content there is the option to pin it, which makes it available on top in the Teams app.

See Settings – Teams and groups for more information on how to make teams available in ISOPlanner.