Managing Applications in the Assets Module
Overview
The Applications Module allows an organization to track and manage cloud applications and software solutions that create, receive, maintain, or transmit Electronic Protected Health Information (ePHI).
Unlike device-specific inventories, this module is org-wide and focuses on primary software solutions rather than individual programs installed on each device. Examples include:
Email Providers: Microsoft 365, Google Workspace
Cloud Storage Solutions: OneDrive, Google Drive, Dropbox
Practice Management Software, EHR Systems, Communication Platforms
TABLE OF CONTENTS
- Managing Applications in the Assets Module
Adding a New Application
To add a new application:
Navigate to the Applications Module.
Click + Add Application.
Enter the application details in the form fields provided.
Application Information Fields
Security Controls Fields
* Important: Security controls may vary depending on the vendor. Organizations should confirm directly with the vendor to ensure proper security measures are in place.
Bulk Upload Option
To add multiple applications at once:
Download the Bulk Upload Template.
Fill in all required fields.
Upload the completed spreadsheet into The Guard.
Viewing and Managing Applications
Once applications are added, they appear in the application inventory list within the Assets Module.
Application Inventory List Display
The list displays:
Application Name
Type
Location
Administrator
Risk Rating
Vulnerabilities
A graph at the top of the page provides a summary of:
Total Applications (Active, Inactive)
Risk Analysis
Total Vulnerabilities
Secured vs. Unsecured Applications
Filtering Applications
Filters can be applied to refine the list by:
Active/Inactive Status
MFA
BAA with Vendor
Encryption
Endpoint Protection
Risk Rating
Strong Password Requirement
Backups
Location
Managing Application Status
Applications can be set to Inactive when no longer in use.
Bulk Status Updates
Select the checkboxes of applications to update.
Click Bulk Actions and choose Deactivate.
Individual Status Updates
Click the ellipsis button next to an application.
Select Deactivate from the options.
Adding Evidence to Applications
To attach supporting evidence:
Click the ellipsis button next to an application.
Select Evidence Locker to upload relevant files.
Ongoing Application Management
Application inventories should be regularly updated to ensure compliance, security, and risk assessment remain accurate.
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