Triggering Compliance Reports

Operations Manager automations can trigger Compliance Plans to run reports in the same way that Workflows can be triggered to run jobs.

Automations for Compliance Plans function nearly the same to Automations for Workflows, with the exception that Manual and Schedule triggers for Compliance Plans do not have form data inputs, whereas Compliance Plans do accept form data.

How to Create a Compliance Report Automation

To create a Compliance Report automation, click the plus sign (+) icon button in the top-left toolbar of Operations Manager.

The “Create Automation” dialog will appear, which is where the user will have the option of choosing which type of automation they would like to create.

Select "Compliance Report" as the automation type and click Create. Once created, Automations for Compliance Plans cannot be changed from one type to another.

Figure 1: Create Automation

Once the Compliance Report Automation is created, choose which Compliance Report to automate from the “Compliance Report” dropdown and click Save Changes.

Figure 2: Choose a Report

Automations Collection

When viewing the Automations Collection, by default, both Workflow and Compliance Plan automations are shown.

Figure 4: Automations Collection (Operations Manager)

Filtering by Automation Type

To filter the collection by automation type, or the specific workflow or report that they automate, hover over the “Filter” icon button to the left of the search field at the top of the collection dialog.

A popover menu will appear with several filter options.

Figure 5: Filtering a Collection

Filtering by Workflow or Report

Choosing either “Workflow” or “Report” from the filter popover menu will filter the Automations Collection by their respective type.

Figure 6: Filter by Type

Additionally, the collection results can be narrowed further by filtering for a specific report or workflow. Choose "Filter by report" or "Filter by workflow" in the dropdown at the top after selecting the appropriate filter type. A list of compliance plans or workflows will be displayed. If the list is too long, it can be filtered using the text box within the dropdown.

Figure 7: Filter by a Specific Report

Creating Automations for Specific Workflows or Reports

If filtering by a specific workflow or compliance plan and there are no existing automations for that resource, a “Create Automation” button will be displayed in the center of the collections dialog.

Figure 8: Create Automation

Clicking the “Create Automation” button will open the “Create Automation” dialog with the previously selected filter options pre-filled.

Figure 9: Create Automation Dialog

Clicking the Create button from this dialog will take the user to a newly created automation with the selected Compliance Report or Workflow already associated with the Automation.