Add findings to governed bundles

Use Findings to track and manage issues throughout the governance lifecycle of a bundle. Each finding records a concern, review note, or follow-up action, and assigns it to someone for resolution within a defined timeframe. Contributors can add findings at any stage. Approvers can add findings to stages they haven’t approved yet.

Each finding is tied to a specific approval stage and can include supporting evidence. Multiple findings can be added to the same bundle. Findings help teams:

  • Identify risks such as bias, security gaps, or regulatory non-compliance

  • Evaluate compliance with governance standards and ethical guidelines

  • Suggest improvements to enhance performance, fairness, or accountability

Assigned tasks help contributors respond to findings and keep the review process moving forward. Once all findings are resolved, the approver marks the stage as Stages Complete to indicate final approval. Review status options are:

  • Approved: The request meets all acceptance criteria.

  • Rejected: The request does not meet requirements for this stage.

Add findings

Access the governed bundle directly to add or view findings:

  1. Go to Projects and open the relevant project.

  2. From the sidebar, select Govern > Bundles.

  3. Choose the bundle where you want to add or view findings.

Find bundle list

You can add findings from two tabs:

  • Evidence: Scroll down and click Add Finding.

  • Findings: Click an existing finding to view, or click Add Finding to add a new one.

Add finding details

Fill out the required fields, including the finding name, approval level, severity, assignee, and approver.

Add new finding

You can also add an optional description and due date. Repeat as needed for additional findings.

Address findings from tasks

If you’re assigned a task related to a finding:

  1. Go to Projects and open the relevant project.

  2. Select Govern > Tasks.

  3. Click the task to open it.

  4. From the task description, click the finding link to view details.

  5. On the Findings tab, check the Status menu to see the current stage.

  6. Leave a comment to provide information or context. You can use Markdown and MathJax in your comment, or @mention people.

  7. Click Send when finished.

Findings track issues or decisions during project reviews. Approvers manage findings for any stages they haven’t approved, and tasks help contributors respond and keep the review process on track.

Next steps