Quickstart Guides Overview

Quickstart Guides

The Quickstart Guides module provides a high-level, step-by-step summary of how to implement key compliance program initiatives.  

TABLE OF CONTENTS

• Accessing the Quickstart Guides
• Library Overview
• Activating and Navigating a Guide
• Managing Guide Steps

Accessing the Quickstart Guides

Select Quickstart Guides on the left-hand navigation menu

Two tab options will then appear for selection:

• Active: Displays guides already activated by the organization.
• Library: Displays all guides available for the organization.

Library Overview

In the Library, each tile provides details about the Quickstart Guide. These include the guide's name, a description of its intended audience or purpose, the number of steps (referred to as "To Dos") required for completion, and an estimate of the days needed to complete it. For instance, the "Implementing HIPAA for Small Practices or Providers" guide includes 15 steps and an estimated completion time of 120 days.

Clicking the "Preview" button on any tile opens an overview of the selected guide. This preview highlights the guide’s content, the total number of steps, and the estimated time for completion. It also provides a detailed breakdown of each step included in the guide.

Activating and Navigating a Guide

From the preview page, click "Activate" to add the guide to the Active section. In the Active section, select "View Tasks" to see the guide’s steps.

The guide’s steps are displayed in three columns:

1. To Do: Steps not yet started.
2. In Progress: Steps currently being worked on.
3. Done: Completed steps.

Steps can be dragged and dropped between columns on the Kanban board to reflect progress. The steps do not need to be completed in the listed order.

Managing Guide Steps

Clicking on a step allows you to view its details, which include a description of the compliance action required, specific tasks to complete in The Guard, the option to mark the step as "To Do," "In Progress," or "Completed," and a target date that defaults to the estimated completion date but can be adjusted.

Once updated, changes to the step’s status or target date can be saved. These updates are then reflected on the Kanban board, where steps are organized into the To Do, In Progress, and Done columns.