---
title: Introduction to The Guard
description: Introduction to The Guard
---

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2. [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us)

# Introduction to The Guard

## A brief introduction on the different modules located in The Guard

<https://compliancygroup.freshdesk.com/support/solutions/articles/48001246900-dashboard-overview>This article provides a high-level overview of every module within **The Guard**. Each module serves a specific purpose in helping your organization manage compliance, security, training, and risk. Click the **blue module names** below to open the full article detailing features, workflows, and use cases.

### Dashboard

The [Dashboard](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246900?hsLang=en-us) provides a real-time overview of your organization’s compliance status.

From here you can view:

- Recommended tasks for unmet or partially met Controls
- Training progress by users
- Overdue or upcoming deadlines
- System alerts requiring attention

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48314518219/original/MTh4mS3QJr2fTbjNlzOsdwAHpDfd0Fq6xw.png?1697650564)

 

### Policies

The [Policies](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246903?hsLang=en-us) module allows your organization to create, manage, and distribute policies.

Key capabilities include:

- Access to our full policy library
- Drafting and adopting new policies
- Tracking progress toward employee attestation
- Organization-wide dissemination of finalized policies

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-05-37-53-9567-PM.png?width=670&height=152&name=image-png-Nov-19-2025-05-37-53-9567-PM.png)

### Programs

The [Programs](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246908?hsLang=en-us) module centralizes project and initiative management across all healthcare compliance requirements.

Use this module to:

- Identify Controls that are met, partially met, or not met
- Receive automated remediation task recommendations
- Track compliance progress over time
- Organize large-scale compliance initiatives

![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/yuSUptA7_i216LgsQbK-tW3QFb3npJQvUg.png)

 

### Standards

The [Standards](https://knowledge.compliancygroup.com/home/support/solutions/articles/48001246911-standards-overview?hsLang=en-us) module provides direct alignment with regulatory frameworks and industry best practices.  
You can track compliance readiness for:

- HIPAA
- OSHA
- SOC 2
- Other regulatory or security frameworks

This module shows progress toward meeting each requirement and highlights gaps that need remediation.

![](https://knowledge.compliancygroup.com/hubfs/Knowledge%20Base%20Import/TWyZ_JOmrilUNW8TrD_FMtZZZtC_kqzo1g.png)

 

### Employees

The [Employees](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246914?hsLang=en-us) module is used to add and manage Workforce Members in *The Guard*.  
You can:

- Add employees individually or via bulk upload
- Manage employee access and assignments
- Track which users have completed required training

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-05-49-40-0659-PM.png?width=670&height=116&name=image-png-Nov-19-2025-05-49-40-0659-PM.png)

### Asset Tracking

The [Asset Tracking](https://knowledge.compliancygroup.com/home/home/assets-overview?hsLang=en-us) module supports inventory management across your organization.  
You can track:

- Devices (computers, tablets, phones)
- Applications
- Cloud-based systems
- Device security controls and risk ratings

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-05-50-30-4114-PM.png?width=670&height=145&name=image-png-Nov-19-2025-05-50-30-4114-PM.png)

### Training

The [Training](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246917?hsLang=en-us) module allows Administrators to assign and track compliance training for Workforce Members.  
This includes:

- Assigning modules (e.g., HIPAA, Security Awareness)
- Tracking training completion status
- Accessing training certificates for audit support

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-05-55-44-3518-PM.png?width=670&height=247&name=image-png-Nov-19-2025-05-55-44-3518-PM.png)

### Vendors

The [Vendors](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001269009?hsLang=en-us) module helps your organization manage third-party risk.  
Features include:

- Tracking all vendors and associated agreements
- Uploading and storing BAAs
- Determining vendor approval or denial status
- Monitoring vendor compliance requirements

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-06-02-53-3668-PM.png?width=670&height=155&name=image-png-Nov-19-2025-06-02-53-3668-PM.png)

### Incidents

The [Incidents](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246920?hsLang=en-us) module handles incident reporting and response workflows.  
Users can:

- Report incidents at any time
- Document investigations and outcomes
- Manage HIPAA-required incident response steps
- Track incident status through resolution

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-06-04-32-6915-PM.png?width=670&height=115&name=image-png-Nov-19-2025-06-04-32-6915-PM.png)

### Admin Settings

The [Admin](https://knowledge.compliancygroup.com/home/a/solutions/articles/48001246925?hsLang=en-us) settings allow organization administrators to manage system-wide settings.  
Admins can:

- Add or remove team members
- Manage roles and permissions
- Add and manage locations
- Access the public-facing Incident Reporting Portal URL

![](https://knowledge.compliancygroup.com/hs-fs/hubfs/image-png-Nov-19-2025-06-10-15-0133-PM.png?width=1628&height=621&name=image-png-Nov-19-2025-06-10-15-0133-PM.png)

- [Getting started](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#main-content)

    - [Onboarding](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#onboarding)
    - [Product Overviews](https://knowledge.compliancygroup.com/home/getting-started?hsLang=en-us#product-overviews)
- [Workforce](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#main-content)

    - [Policies](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#policies)
    - [Settings Module](https://knowledge.compliancygroup.com/home/workforce?hsLang=en-us#settings-module)
- [3rd Party Risk](https://knowledge.compliancygroup.com/home/3rd-party-risk?hsLang=en-us)
- [Incident Management](https://knowledge.compliancygroup.com/home/incident-management?hsLang=en-us)
- [Risks & Assessments](https://knowledge.compliancygroup.com/home/risks-assessments?hsLang=en-us)
- [Healthcare Compliance](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#main-content)

    - [Privacy](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#privacy)
    - [Data Security](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#data-security)
    - [OSHA Workplace Safety](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#osha-workplace-safety)
    - [Clinical & Quality](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#clinical-quality)
    - [State Requirements](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#state-requirements)
    - [Fraud, Waste & Abuse](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#fraud-waste-abuse)
    - [Compliance Operations](https://knowledge.compliancygroup.com/home/healthcare-compliance?hsLang=en-us#compliance-operations)
- [Legacy Guard Features](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#main-content)

    - [Admin - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#admin-legacy)
    - [Assets - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#assets-legacy)
    - [Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#documents-legacy)
    - [Incidents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#incidents-legacy)
    - [My Documents - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-documents-legacy)
    - [My Tasks - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#my-tasks-legacy)
    - [People - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#people-legacy)
    - [Programs - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#programs-legacy)
    - [Reports - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#reports-legacy)
    - [The Dashboard - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#the-dashboard-legacy)
    - [Training - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#training-legacy)
    - [Vendors - Legacy](https://knowledge.compliancygroup.com/home/legacy-guard-features?hsLang=en-us#vendors-legacy)
- [Account & Billing](https://knowledge.compliancygroup.com/home/account-billing?hsLang=en-us)
- [The Guard Support](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#main-content)

    - [P&P Drafts](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#pp-drafts)
    - [Settings](https://knowledge.compliancygroup.com/home/the-guard-support?hsLang=en-us#settings)

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