Regulatory Change Tracker template
Each regulation as a chain from identification to compliance: impact assessment, gap analysis, remediation actions and evidence, against the effective date.
Compliance officers and regulatory change managers in regulated industries.
- 6 views
- 10 fields
- 3 groups
- 15 sample tasks
- 3 milestones
- 12 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 2 automations
Timeline · Gantt view · opens first
What's included
A regulation is a group; its impact assessment, gap analysis, remediation actions and evidence review are linked tasks that end at the effective-date milestone. Each carries the regulator, the affected business areas, a compliance owner and a workflow from Identified through Assessing and Remediating to Compliant. The timeline shows which regulation is running late against its deadline, and the Impact view names which downstream actions a late gap analysis pushes.
Views
- Timeline (Gantt)
- Register (Table)
- By regulation (Board)
- Deadlines (Calendar)
- Impact (Impact Matrix)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Regulatorcustom
- Affected areacustom
- Materialitycustom
- Evidencecustom
Groups
- Operational resilience rules
- Consumer duty update
- Data retention schedule
Dashboard
- KPIs
- Upcoming milestones
- Group progress
- Tasks by status
- Overdue tasks
Automation
- Notify when a task becomes overdue
- Raise impact when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Identified
- Assessing
- Remediating
- Evidence review
- Compliant
12 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Impact assessmentOperational resilience rules
- Gap analysis against current controlsOperational resilience rules
- Map important business services and tolerancesOperational resilience rules
- Scenario testing of tolerancesOperational resilience rules
- Board self-assessment and evidence packOperational resilience rules
- Effective dateOperational resilience rules
Delay Impact assessment and Depentra shows the 5 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Regulatory Change Tracker
Use the Regulatory Change Tracker template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 6 views are ready. Available on Standard and above.