Linked Process Library
Each workspace links to the process library that defines what the project should be doing.
Process Adherence
Workspaces
One place for every document that needs to be audited.
Objective
A Workspace is the container of project documents that operational compliance audits run against. It pulls from where content already lives — Confluence, SharePoint, or direct upload.
Benefits
One audit target per project. All the documents that matter for a project's compliance live in a single workspace — no scattered drives, no per-audit hunting.
No migration required. Connect Confluence pages or SharePoint libraries, or upload the files directly.
Versioned by milestone. Each workspace version captures the project's documents at a milestone, so audits stay comparable across the lifecycle.
Features
Milestone versions
Create a new version at each milestone; every version stays active and inspectable.
AI-powered document analysis
Intelligent document matching handles abbreviations, dates, versioning and naming variations while generating content quality scores.
Process Adherence
Automated Controls
Every document you expect, codified and ready to audit.
Objective
An Automated Control is a reusable, structured definition of the documents a project needs to be compliant. Author one once, then run it against any workspace, any time.
Benefits
Stop rewriting checklists. Author a control once and reuse it across every audit, every team, every project.
Grounded in the standard. When extracted from a Process Library, every item is backed by evidence quotes from the source.
Manage compliance drift. Version controls as standards evolve; clone for variations; archive without losing history.
Features
Three ways to author
Start from a blank checklist, clone an existing one, or let Applied SAFe® Platform extract items from a linked Process Library or standard.
Rich item fields
Title, description, aliases, filename hints, configurable phase, required or optional toggle.
Versioning & cloning
Every control is versioned; clone any version to start a variant without rebuilding from scratch.
CSV import / export
Bulk-edit large checklists in a spreadsheet, then re-import — fast iteration for big standards.
Process Adherence
Templates & outline extraction
Does the document contain what it should?
Objective
Attach a reference template — Applied SAFe® Platform extracts its outline and per-section expectations, so audits check both document structure and section content.
Benefits
Structure and substance. Audits check that each required section is present and that its content matches what the template prescribes — surfacing hollow, copy-paste or off-topic sections that filename or heading matching alone would miss.
Configurable strictness. Mark each outline node as required or optional, per control — strict for safety-critical docs, lenient where structure varies legitimately.
Features
Per-item reference template
Upload a reference document (PDF, Word, and more) on any checklist item.
AI-extracted hierarchical outline
Sections, subsections and nested headings extracted into a structured tree — each carrying the template's expectations for what should appear there.
Section-level content checks
During an assessment, AI compares the content of each matched section against the template's expectation — not just whether the heading exists.
Required or optional nodes
Every outline node carries its own strictness setting, per control.
Phase-aware rules
Rules are bound to a phase or milestone, so an audit only expects what should exist by that point.
Template upload
Upload templates as .docx or .pdf; the outline is extracted automatically.
Process Adherence
Track & trend
See project compliance evolve, run after run.
Objective
An Assessment pairs one Automated Control with one Workspace and accumulates every run between them — so quality leaders see how a project's compliance evolves: coverage, matching rate, content scores.
Benefits
Trends, not snapshots. A historical chart shows how matching rate and content scores move across runs — surface regressions and spot the projects that need attention.
Every project on one dashboard. Each Workspace × Control pairing has its own home; no chasing audit results across spreadsheets or email threads.
Features
Assessment list
Projects grouped by name with latest matching percentage, content score and last-audit date — colour-coded for quick health checks.
Trend chart
Dual-axis time series showing matching rate and audited rule counts across every run in the assessment.
Coverage breakdowns
Pie chart of matched, needs-review and unmatched rules; bar chart of matching rate per lifecycle phase.
Run new audit
Kick off a new run from the list or overview — the assessment captures it automatically.
Compare across collections
Multiple audit report collections per project shown side by side on the same chart.
Session list
Every run listed with checklist version, repository version, phase, matching rate and content scores.
Process Adherence
AI file matching & content quality
AI matches the files, then scores the content.
Objective
For every rule in the control, Applied SAFe® Platform finds the matching workspace document, lets reviewers approve or override, then scores each section against the template's expectations — turning manual document review into an audit-ready report with explainable AI reasoning at every step.
Benefits
AI does the legwork. Documents are matched across filenames, aliases and versions automatically.
Humans stay in control. Tentative matches surface as needs review, and full version history is one click away to override.
Quality scored, not just presence. Each matched document is scored on Coverage, Specificity, Clarity and Consistency.
Every rule, its file, its scores
Each compliance rule shows the workspace document AI matched to it, whether the match is confirmed or needs review, and the four content scores for that document — so reviewers can triage a whole checklist from one screen.
Coverage
Are the expected topics addressed at all?
Specificity
Are values concrete, or generic boilerplate?
Clarity
Is the section understandable and well structured?
Consistency
Do entries agree with each other and the identification?
Features
Automatic version grouping
Multiple iterations of the same document — Design Doc v1.docx, Design_Doc_v2.pdf, Design Doc - rev 3.docx — are recognized as one logical file with a unified version history, even when naming conventions drift across teams.
One-click review
Approve a tentative match, override with a different file, or reset back to the AI's call — every action is attributed and dated.
Section-level content scores
Async content processing produces Coverage, Specificity, Clarity and Consistency scores per outline section, with AI-generated reasoning behind each.
AI learns from overrides
Reviewer corrections feed back into matching, so the next run starts closer to the right answer.
Process Adherence
Section-by-section content audit
Section-level scoring with actionable recommendations.
Objective
Every section of the matched document is compared against the template's expectations — match status, four-dimensional quality scores, AI reasoning, and concrete recommendations on how to close the gap.
Benefits
Pinpoint exactly what is missing. Every section carries its own match badge, four scores, and a written rationale.
Actionable recommendations. AI lists concrete improvements per section, so reviewers and authors leave with a to-do list, not a rebuke.
Defensible at every level. Every score and match call comes with the reasoning behind it — regulators can audit the audit.
Features
Coverage details
Drill into per-attribute coverage to see which expected topics were addressed and which were skipped.
AI recommendations
Per-section written suggestions framed as actions — ready for document owners to act on.
Roll-up math
Section averages aggregate up the outline so reviewers can scan the top of a long document and see where the weak spots are.
One-click Word export
Export the full outline audit as a Word document — share with document owners, attach to external audits, or archive offline.
Check a real project against the process it should be following.
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