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Add Checklist for a Device

Checklists are documents that provide guidelines and recommendations for securing networks. A network administrator uses checklists to ensure that the targets and the network meet the security and compliance requirements. Checklists serve as a reference document for network administrators to compare the current configuration of the target to the configuration recommended in the checklist.

A checklist is based on a benchmarks document and contains a set of rules imported from previous scan results. As a checklist might contain hundreds of rules, analyzing and resolving each failed rule for every scan can be a time-consuming task. Paragon Automation enables you to supplement rule results from scans manually, and allows you to specify that a rule doesn't apply to a specific device.

Paragon Automation allows you to add a checklist for a specific device, and update it by importing rules from completed scans. You can then edit and mark rules as Resolved or Not Applicable based on network and device requirements. After you mark a rule as Resolved or Not Applicable, Paragon Automation maintains a record of these changes so that a network administrator knows that the rule has been reviewed.

This topic describes how to add a checklist for a device.

  1. Click Trust > Compliance > Checklist.
    A list of existing checklists is displayed.
  2. Click Add (+).
  3. On the Add Checklist page, enter a name, select a checklist template, and the device to which the checklist is applied.
  4. Click OK.
    The new checklist is displayed on the Compliance Checklist page.