Compliance and Auditor
Two ways to review a blueprint against its template.
Compliance is the live score you see in the header as you work in the app. Auditor is a separate workspace for reviewing elements one by one against a template.
Compliance and Auditor work on blueprints, which are ServiceNow records under the x_inpi_ydbp scope. What you can see and do depends on your role. See Roles and Permissions for details.
What compliance checks are based on
Compliance always checks against the blueprint's template. Three things get checked:
Tables — whether each table has the right number of elements, between any minimum or maximum the template defines
Relationships — whether connections between tables follow the template's rules, including how many are required or allowed
Fields — whether the fields the template marks as required are filled in
Where you see compliance
On Home
Each blueprint shows a compliance score in the header so you can spot which blueprints are in good shape and which need attention.
The app uses three high-level states:
Good
The blueprint is currently satisfying its checked rules.
Attention
The blueprint has issues that should be reviewed soon.
Critical
The blueprint has important missing content or broken rules that need action.
In the Blueprint Editor
Compliance appears in four places in the editor:
In the header — a compliance score for the whole blueprint
On each table card — a status indicator for that table
On a selected element — issue counts for fields and relationships
In the Compliance Details dialog — full breakdown on demand
Compliance Details
Open the Compliance Details dialog from the compliance score in the header, or from Compliance Overview in the blueprint's menu on Home.
The dialog shows the full compliance picture for the blueprint and answers questions like:
Which tables are missing required content?
Which relationship rules are currently broken?
Is the blueprint close to complete, or missing something fundamental?
Click Export PDF to save the result as a PDF.
Auditor
Use Auditor when you want to review elements one by one instead of scanning the canvas. It works best for going through a list of records, marking off each as you go.
Auditor is available to Blueprint Template Editors, Blueprint Editors, and Blueprint Committers.
Open Auditor
On Home, click Auditor, then choose a template from the Select a Template for Auditor dialog. The workspace opens on the chosen template.
Auditor layout
Auditor has three main parts.
Template Rules header
Shows the template being audited. Expand it to see the rules being checked, collapse it for more space.
Left: Data Hub
Pick a table, find records, and add them to the Audit List. Use Add all to queue the entire table at once, or click individual records to add them one at a time.
Right: Audit List
Where the audit runs. Search, filter, sort, or group the list. Click Run Audit to start, or Clear All to empty the list. Click Export PDF to save the result when finished.
Audit statuses
As the audit runs, each item can move through statuses such as:
queued
The item is waiting to be checked.
checking
The audit is currently evaluating the item.
passed
The evaluated relationship checks passed.
failed
One or more evaluated relationship checks failed.
error
The audit could not complete normally for that item.
Expanding an item shows which checks passed, which failed, and which matching dependencies were found.
Important scope note
Auditor currently checks relationship rules only.
It does not currently evaluate table-level minimum and maximum element counts inside the Auditor workflow.
If you need the full blueprint picture, use Auditor together with the normal compliance views in Home and the Blueprint Editor.
When to use each tool
Compliance Details
You are already inside a blueprint, want a blueprint-wide summary, or need to export a blueprint compliance report.
Whole blueprint
Auditor
You want to review selected elements one by one, build a dedicated audit list, or sort, group, and export audit results around a template.
Selected elements against a template
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