Record evidence
Evidence opens a dialog with four required fields: Performed On (defaults to today, no future date allowed), Performed By, Effectiveness (Effective, Partially Effective, Ineffective), and Result as free text.After saving, Docusnap365 automatically sets the control’s status to
Implemented, records the execution as Last Performed, and sets the next
due date for recurring controls.
Edit or delete evidence
Recorded evidence stays editable: you edit it in the sidebar of its row, with the same four required fields as when recording it.Set the recurrence
When creating a control, or in edit mode of the Recurrence & Due Date section, you set Recurring with Interval and Unit (Days, Weeks, Months, Years). What the date field means depends on the control’s state:
Docusnap365 suggests the next due date after every change to recurrence,
interval, or unit — editable, not enforced. Month and year intervals clamp to
the end of the month (Jan 31 + 1 month yields Feb 28).
Without a prior execution there is no anchor for the suggestion; the due date
then stays unchanged until you set it by hand.