docs: Activity log for settings per organization

site/_quarto.yml

@@ -20,7 +20,7 @@ metadata-files:
   - installation/_sidebar.yaml
 
 website:
-  # announcement: 
+  # announcement:
   #   content: '[**{{< fa book-open-reader >}} EU AI Act Compliance**](https://validmind.com/download-whitepaper-the-eu-ai-act/) — Read our original regulation brief on how the EU AI Act aims to balance innovation with safety and accountability, setting standards for responsible AI use'
   #   position: above-navbar
   favicon: favicon.svg
@@ -29,15 +29,15 @@ website:
     type: express
     style: simple
     position: center
-  google-analytics: 
+  google-analytics:
     tracking-id: "G-S46CKWPNSS"
     anonymize-ip: true
     show-item-context: true
   page-navigation: true
   repo-url: https://github.com/validmind/documentation/
   repo-subdir: site/
   repo-actions: [edit, issue]
-  
+
   navbar:
     collapse-below: xl
     logo: logo.svg
@@ -136,18 +136,21 @@ website:
           contents:
             - text: "Access & permissions"
               file: faq/faq-organizations.qmd
-            - faq/faq-workflows.qmd
-            - text: "Inventory & activity"
-              file: faq/faq-inventory.qmd
+            - text: "Integrations & support"
+              file: faq/faq-integrations.qmd
+            - text: "Workflows & lifecycles"
+              file: faq/faq-workflows.qmd
+            - faq/faq-inventory.qmd
             - text: "Documents & templates"
               file: faq/faq-documentation.qmd
+            - faq/faq-testing.qmd
             - text: "Validation & artifacts"
               file: faq/faq-validation.qmd
             - faq/faq-collaboration.qmd
-            - text: "Monitoring & reporting"
+            - text: "Reporting & monitoring"
               file: faq/faq-reporting.qmd
-            - faq/faq-testing.qmd
-            - faq/faq-integrations.qmd
+            - text: "Attestations"
+              file: faq/faq-attestations.qmd
             - text: "Data & privacy"
               file: faq/faq-privacy.qmd
 
@@ -207,7 +210,7 @@ website:
                 <li><a href="/guide/guides.qmd#documents-templates">Documents & templates</a></li>
                 <li><a href="/guide/guides.qmd#documentation">Documentation</a></li>
                 <li><a href="/guide/guides.qmd#validation">Validation</a></li>
-                <li><a href="/guide/guides.qmd#reporting">Reporting</a></li>
+                <li><a href="/guide/guides.qmd#reporting-auditing">Reporting & auditing</a></li>
                 <li><a href="/guide/guides.qmd#monitoring">Monitoring</a></li>
                 <li><a href="/guide/guides.qmd#attestation">Attestation</a></li>
               </ul>
@@ -236,7 +239,7 @@ website:
             <div class="footer-heading">Training</div>
             <ul>
               <li><a href="/training/program/learning-paths.qmd">Learning paths</a></li>
-              <li><a href="/training/training.qmd#available-courses">Courses</a></li>
+              <li><a href="/training/training.qmd#training-curriculum">Courses</a></li>
               <li><a href="/training/training.qmd#available-videos">Videos</a></li>
             </ul>
           </div>

site/about/deployment/deployment-options.qmd

@@ -22,6 +22,11 @@ Choose the {{< var vm.product >}} deployment option that best suits your organiz
 
 {{< include _deployment-available-options.qmd >}}
 
+Learn more about each option:
+
+:::{#validmind-deployment-options}
+:::
+
 ## Architecture overview
 
 ![{{< var vm.product >}} architecture overview](validmind-architecture-overview.png){fig-alt="An image showing the ValidMind architecture"}
@@ -54,15 +59,10 @@ Deployments support secure access via private link, giving you full control over
 
 Additionally, all connections are secured with HTTPS/SSL to ensure encrypted communication.
 
-## What's next
-
-:::{#validmind-deployment-options}
-:::
-
 <!-- FOOTNOTES -->
 [^1]: [Managing users](/guide/configuration/managing-users.qmd)
 [^2]: [Data privacy policy](/about/fine-print/data-privacy-policy.qmd)
 [^3]: [Configure AWS PrivateLink](/guide/configuration/configure-aws-privatelink.qmd)
 [^4]: [Configure Google Cloud Private Service Connect](/guide/configuration/configure-google-private-service-connect.qmd)
-[^5]: [Configure Azure Private Link](//guide/configuration/configure-azure-private-link.qmd)
+[^5]: [Configure Azure Private Link](/guide/configuration/configure-azure-private-link.qmd)
 

site/about/using-the-documentation.qmd

@@ -54,10 +54,10 @@ Step-by-step instructions for platform tasks, organized by feature area.
 | [Integrations](/guide/integrations/managing-integrations.qmd) | Connecting {{< var vm.product >}} to external systems | Manage secrets, configure connections, link external records (models) |
 | [Workflows](/guide/guides.qmd#workflows) | Automating lifecycle processes | Configure workflow steps, manage transitions, set up approvals |
 | [Inventory](/guide/guides.qmd#inventory) | Managing your records (models) and record inventory | Register records, edit fields, configure interdependencies |
-| [Documents & templates](/guide/templates/working-with-documents.qmd) | Creating and customizing documentation | Manage document types, customize templates, use the text block library |
+| [Documents & templates](/guide/templates/managing-documents.qmd) | Creating and customizing documentation | Manage document types, customize templates, use the text block library |
 | [Documentation](/guide/guides.qmd#documentation) | Authoring and collaborating on documents | Edit content blocks, add test results, manage versions, submit for approval |
 | [Validation](/guide/guides.qmd#validation) | Reviewing and validating records (models) | Review documentation, assess compliance, manage findings and artifacts |
-| [Reporting](/guide/guides.qmd#reporting) | Analyzing and exporting data | View reports, create custom analytics, export inventory and documents |
+| [Reporting & auditing](/guide/guides.qmd#reporting-auditing) | Analyzing, exporting, and auditing data | View reports, track organization activity, create custom analytics, export inventory and documents |
 | [Monitoring](/guide/guides.qmd#monitoring) | Tracking record (model) performance over time | Enable monitoring, review results, set thresholds and alerts |
 | [Attestation](/guide/guides.qmd#attestation) | Managing formal attestations | Create, submit, review, and approve attestations |
 

site/developer/quickstart/install-and-initialize-validmind-library.qmd

@@ -159,7 +159,7 @@ Version: 2.11.0
 
 [^5]: [Working with the inventory](/guide/inventory/working-with-the-inventory.qmd#search-filter-and-sort-records)
 
-[^6]: [Working with documents](/guide/templates/working-with-documents.qmd)
+[^6]: [Managing documents](/guide/templates/managing-documents.qmd)
 
 [^7]: [Upgrade the {{< var validmind.developer >}}](#upgrade-validmind)
 

site/developer/quickstart/store-credentials-in-env-file.qmd

@@ -164,7 +164,7 @@ c. Run the cell.
 
 [^4]: [Working with the inventory](/guide/inventory/working-with-the-inventory.qmd#search-filter-and-sort-records)
 
-[^5]: [Working with documents](/guide/templates/working-with-documents.qmd)
+[^5]: [Managing documents](/guide/templates/managing-documents.qmd)
 
 [^6]:
 

site/faq/_faq-document-checker.qmd

@@ -0,0 +1,9 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+## How does {{< var vm.product >}} help me create compliant documentation?
+
+Use the {{< var validmind.checker >}} to analyze your completed documents by comparing them against regulatory standards.^[[Check documents for compliance](/guide/documentation/check-documents-for-compliance.qmd)]
+
+{{< include /guide/documentation/_document-checker.qmd >}}

site/faq/_faq-record-updates.qmd → site/faq/_faq-document-updates.qmd

@@ -2,8 +2,8 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-## How does {{< var vm.product >}} manage updates to records?
+## How are updates to test results on documents managed?
 
-1. {{< var vm.product >}} allows developers to re-run documentation functions with the {{< var validmind.developer >}}^[[{{< var validmind.developer >}}](/developer/validmind-library.qmd)] to capture changes in the record (such as a model), such as changes in the number of features or hyperparameters. 
-2. After a developer has made a change in their development environment, such as to a Jupyter Notebook,^[[Code samples](/developer/samples-jupyter-notebooks.qmd)] they can execute the relevant {{< var vm.product >}} documentation function to update the corresponding documentation section. 
-3. {{< var vm.product >}} will then automatically recreate the relevant figures and tables and update them in the online documentation.
+1. {{< var vm.product >}} allows developers to re-run documentation functions with the {{< var validmind.developer >}}^[[{{< var validmind.developer >}}](/developer/validmind-library.qmd)] to capture changes in the record (such as a model), such as changes in the number of features or hyperparameters.
+2. After a developer has made a change in their development environment, such as to a Jupyter Notebook,^[[Code samples](/developer/samples-jupyter-notebooks.qmd)] they can execute the relevant {{< var vm.product >}} documentation function to update the corresponding documentation section.
+3. {{< var vm.product >}} will then automatically recreate the relevant figures and tables and update them in the online documentation.^[[Work with test results](/guide/documentation/work-with-test-results.qmd)]

site/faq/_faq-exporting.qmd

@@ -2,6 +2,12 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-## Can documents be exported?
+## What export options are available in {{< var vm.product >}}?
+
+- Inventory records can be exported as comma-delimited tables (`.csv`)^[[Export inventory](/guide/reporting/export-inventory.qmd)]
+- Documents can be exported as Word (.docx) or Portable Document Format (.pdf) files^[[Export documents](/guide/reporting/generating-exports.qmd)]
+- Artifacts can be exported as comma-delimited tables (`.csv`)^[[Export artifacts](/guide/reporting/export-artifacts.qmd)]
+- Analytics can be exported as comma-delimited tables (`.csv`)^[[Export analytics](/guide/reporting/export-analytics.qmd)]
+
+{{< var vm.product >}} also allows you to export analytics datasets on a schedule to cloud storage, such as Amazon S3, Google Cloud Storage, or Azure Blob Storage.^[[Configure data exports](/guide/integrations/configure-data-exports.qmd)]
 
-Yes, {{< var vm.product >}} currently supports exporting documents in Word (.docx) format.^[Depending on the integration requirements of the systems used by your validation teams, such as connectivity via API, SharePoint, and more, {{< var vm.product >}} can work with you to automate the export and storage of documents into these systems.]

site/faq/_faq-progress-workflow.qmd

@@ -4,6 +4,6 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 ## How do I progress a record along in its lifecycle within {{< var vm.product >}}?
 
-Transition a record (such as a model) along in the workflow, for example for review with the next set of stakeholders, by changing a record's status.
+Transition a record (such as a model) along in the workflow, for example for review with the next set of stakeholders, by changing a record's stage.
 
 {{< include /guide/workflows/_transition-workflow-examples.qmd >}}

site/faq/_faq-activity.qmd → site/faq/_faq-record-activity.qmd

@@ -2,7 +2,7 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-## Is activity on records, documents, etc. logged?
+## Is activity on records, documents, and artifacts logged?
 
 - Yes, the {{< var validmind.platform >}}^[[Accessing {{< var vm.product >}}](/guide/access/accessing-validmind.qmd)] provides an audit trail functionality, enabling you to track or audit all the events associated with a specific record (such as a model).
-- You can review a full record of comments, workflow status changes, and any other updates made to the record, including modifications to documents or test results.
+- You can review a full history of updates to a record, such as changes to record fields and stakeholders, workflow activity and stage transitions, modifications to documents, artifacts, and test results or metrics, and comment thread activity.^[[View record activity](/guide/reporting/view-record-activity.qmd)]

site/faq/_faq-settings-activity.qmd

@@ -0,0 +1,8 @@
+<!-- Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+Refer to the LICENSE file in the root of this repository for details.
+SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+
+## Are updates to organization settings or configuration tracked?
+
+- Yes, the {{< var validmind.platform >}} provides an audit trail functionality, enabling you to track or audit all the events associated with a specific organization's settings.
+- You can review a full history of updates to organization settings, such as changes to users and groups, permissions and roles, inventory record or artifact settings, document settings, governance settings, workflow and integration setup, and more.^[[View settings activity](/guide/reporting/view-settings-activity.qmd)]

site/faq/_faq-tracking.qmd

@@ -4,5 +4,5 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
 ## Can I use {{< var vm.product >}} to track milestone dates?
 
-- Yes, the {{< var validmind.platform >}} includes support for custom inventory fields, including those for dates and date time — allowing you to track important dates throughout the risk management lifecycle unique to your workflow.
-- In addition, calculation type custom inventory fields can draw upon date and date time values, allowing you to automatically calculate next review, revalidation, ongoing monitoring deadlines, or any other desired date. 
+- Yes, the {{< var validmind.platform >}} includes support for custom inventory fields,^[[Manage inventory fields](/guide/inventory/manage-inventory-fields.qmd)] including those for dates and date time — allowing you to track important dates throughout the risk management lifecycle unique to your workflow.
+- In addition, calculation type custom inventory fields can draw upon date and date time values, allowing you to automatically calculate next review, revalidation, ongoing monitoring deadlines, or any other desired date.

site/faq/faq-attestations.qmd

@@ -0,0 +1,118 @@
+---
+# Copyright © 2023-2026 ValidMind Inc. All rights reserved.
+# Refer to the LICENSE file in the root of this repository for details.
+# SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial
+title: "Attestations"
+date: last-modified
+listing:
+  - id: faq-attestations
+    type: grid
+    grid-columns: 2
+    max-description-length: 250
+    sort: false
+    fields: [title, description]
+    contents:
+    - ../guide/attestation/working-with-attestations.qmd
+categories: ["attestations", "governance", "auditing", "activity"]
+---
+
+## Who can submit, review, and approve attestations?
+
+- Submitters are selected from inventory record stakeholders,[^1] such as Record Owner, Record Developer, or Record Validator.
+- Reviewers and approvers are selected from roles,[^2] and their access is scoped to the groups they are responsible for.[^3]
+
+## Why aren't attestations displayed right after I create them?
+
+The {{< fa clipboard-check >}} Attestations dashboard and attestation period selectors only show active or past periods. If the only periods you have configured are future-dated (start date in the future), nothing appears there until the start date — this is expected behavior, not a configuration error.
+
+After you configure attestation templates and periods,[^4] participants are notified when the period begins.
+
+## Why are my attestations split into multiple submissions?
+
+Attestations are organized by both record owner and group.[^5]
+
+If you own records across multiple groups, you may receive separate submissions so each group's reviewer or approver can act only on the records they are permitted to govern.
+
+## Can I schedule recurring attestation periods?
+
+No. Attestation periods must be scheduled individually. You can create quarterly, annual, or other periods, but each period needs its own start and end date.
+
+## Can I start an attestation period in the past?
+
+No. The start date must be today or a future date. You cannot backdate an attestation period to trigger attestations retroactively.
+
+## What happens when an attestation period starts?
+
+1. When the period begins, {{< var validmind.platform >}} captures a snapshot of the included records,[^6] validation issues, and other artifacts.[^7]
+
+2. Participants are notified that their attestation tasks are ready, and they can access them from **{{< fa inbox >}} My Inbox**[^8] or the **{{< fa clipboard-check >}} Attestations** dashboard.
+
+## What information is captured in an attestation snapshot?
+
+The snapshot captures the records included in the attestation scope, selected inventory fields for relevant records,[^9] open validation issues, and other artifacts[^10] at the time the period starts.
+
+When the period is completed, {{< var validmind.platform >}} captures a final snapshot for before-and-after comparison.
+
+## Can I change an attestation after signing off?
+
+No. Attestation sign-offs are permanent. After an approver signs off, the attestation is recorded in the record's history as part of the audit trail.[^11]
+
+## What happens if a reviewer rejects an attestation?
+
+1. The attestation returns to the submitter for revisions.[^12]
+
+2. The submitter updates their responses and resubmits the questionnaire for review.[^13] {{< var validmind.platform >}} keeps a history of the status changes and notes.[^14]
+
+## Can I complete a period before all submissions are signed off?
+
+Yes. Administrators can manually complete an active period before all submissions are finished. After completion, no further actions can be taken on any submissions in that period.[^15]
+
+## Why can't I delete an attestation template?
+
+You cannot delete a template while it has active attestation periods. Complete or cancel any active periods first, then delete the template.[^16]
+
+## Can I export attestation responses and snapshots?
+
+Yes. From the Attestations dashboard, you can export data from the Progress, Responses, Inventory, Validation Issues, and Artifacts tabs in comma-separated values (`.csv`) or Excel (`.xlsx`) format.[^17]
+
+## Learn more
+
+:::{#faq-attestations}
+:::
+
+
+<!-- FOOTNOTES -->
+
+[^1]: [Manage record stakeholder types](/guide/configuration/manage-record-stakeholder-types.qmd)
+
+[^2]: [Manage roles](/guide/configuration/manage-roles.qmd)
+
+[^3]: [Manage groups](/guide/configuration/manage-groups.qmd)
+
+[^4]: [Manage attestations](/guide/attestation/manage-attestations.qmd)
+
+[^5]: [Manage groups](/guide/configuration/manage-groups.qmd)
+
+[^6]: [Working with the inventory](/guide/inventory/working-with-the-inventory.qmd)
+
+[^7]: [Working with artifacts](/guide/validation/working-with-artifacts.qmd)
+
+[^8]: [Manage platform notifications](/guide/configuration/manage-platform-notifications.qmd#view-platform-notifications)
+
+[^9]: [Working with the inventory](/guide/inventory/working-with-the-inventory.qmd)
+
+[^10]: [Working with artifacts](/guide/validation/working-with-artifacts.qmd)
+
+[^11]: [Approve attestations](/guide/attestation/approve-attestations.qmd)
+
+[^12]: [Review attestations](/guide/attestation/review-attestations.qmd)
+
+[^13]: [Submit attestations](/guide/attestation/submit-attestations.qmd)
+
+[^14]: [View record activity](/guide/reporting/view-record-activity.qmd)
+
+[^15]: [Manage attestations](/guide/attestation/manage-attestations.qmd#complete-attestation-periods)
+
+[^16]: [Manage attestations](/guide/attestation/manage-attestations.qmd#delete-attestation-templates)
+
+[^17]: [Manage attestations](/guide/attestation/manage-attestations.qmd#export-attestation-data)