What This Covers

This walkthrough shows how to open the automated gap analysis, export the report, generate remediation plans, and track plan completion inside the portal.

1

Return to the dashboard

Click Dashboard to go back to the main portal screen.

Dashboard link
2

Open Gap Analysis

Click the Gap Analysis tile from the dashboard.

Gap Analysis tile
3

Review the gap analysis results

The top of the page shows the current gaps identified by the system.

Gap Analysis page
4

Export the gap report

Click Export Gap Report to download a Markdown copy of the results.

Export Gap Report button
5

Generate or regenerate remediation plans

Click Regenerate Plans. On a first run, this may appear as Generate Plans.

Generate or Regenerate Plans
6

Wait for the success message

When the remediation plans are ready, a green success message will appear.

Remediation plans success message
7

Open the plans

Click View Plans to review the generated remediation items.

View Plans button
8

Manage remediation plans on the next page

The plan management page lets you keep track of remediation work over time.

Plan management page
9

Mark a plan complete

Once the work is done, click Mark Complete.

Mark Complete button
10

Open a plan for more detail

Click the Edit icon next to the done state if you want to review or update plan details.

Edit remediation plan
11

Update the remediation plan

Review the plan details in the edit window. Notes at the bottom are useful for tracking status and context.

Update remediation plan
12

Save changes

Click Save Changes after making updates.

Save Changes button