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What are all of the conditions by which Evidence Requests and other Documents get auto-created?I was doing some testing and had removed all evidence requests in the system that got pre-populated when I initially loaded CSF framework and some documents. Loaded other frameworks and no other evidence requests were auto-populated or asked if I wanted them re-populated.How can we “re-load” these when desired? Do only certain frameworks provide auto-created evidence requests? If so, which ones?Are Evidence Requests only created when the very first framework is loaded? I can’t find much documentation on this topic and really need some answers please.  

Why is ControlMap showing out of scope requirements in assessment questions? This is causing confusion with clients and our assessors. Is there a way to get the system to correct this as this also shows up in assessment reporting? I have attached a sample screenshot to show you which requirements I specifically set to out of scope in the system and how they are still showing up here in the “Applies to” section. Only one of these requirements is truly in scope.   

I am a Super Admin in our MSP and currently the person who creates most of the client tenants. I noticed that whoever creates a tenant is the person who gets auto assigned to the following:Framework owner Control set owner (when control sets are loaded) Evidence request owner AND assignee (when system auto-creates evidence request) Policies, procedures and governance documents (when created manually or by loading a template)In one of the tenants, I set all of the above to another user and I currently have my notification channels set to “email” and have my notification preferences as follows: Notify me only when I am added as a watcherYou will be notified of changes or updates to a policy, procedure, evidence, control, or risk when you explicitly add yourself as a watcher to that entity.Notify me only when I am an ownerYou will be notified of changes or updates to entities like policy or evidence that you created or you own.Notify me only when I am assignedYou will be notified of chang

We’d like to have a feature implemented within Backup Radar to show if backups are encrypted and/or immutable backups are enabled within Microsoft Azure for each client.

I have a tenant who one of my colleagues created, and when they created the frameworks, they didn’t use Quick Start, so none of the related evidence requests were populated in the evidence section. In order to get the mapped evidence to populate can I:Delete all existing frameworks and run the Quick Start again? Import the evidence with the mappings?Cheers

We sent an assessment to a client and they responded to the questions and attached artifacts to support their answers. We noticed in the system that when you click on the question they attached the artifact to, it lands in the Documents tab - and that tab does not exist for questions that the client did NOT attached items to. At the objectives level, the objective attached to that particular question shows the artifacts in the Policies & Procedure tab. How can we attach these artifacts as evidence to satisfy the requirement? Do we have to create a new evidence request and download them, then upload and attach? Seems counter productive. There seems to be no way the system identifies these as evidence or a way to map them. Please advise. Thanks! (screenshots attached)

Currently the Approval Process is pretty limited, you can only assign one person to a single approval policy. We utilize different templates, for example, I want all project work to be approved by our Project Team, for small items, I want that to be approved by a Manager, for MSA, I want that to be approved by someone else.Also, adding in layer approvals. If Margins fall below say 20%, it gets approved by a Manager, if it falls below 10%, it needs to get approved by an Executive. Or even if discounts are applied, it should be approved by specific person.Just having the options creates some flexibility. 

Too often, MSP projects go off track before they even begin. Misaligned scopes. Delayed approvals. Cash flow mismatches.If that sounds familiar, you’re not alone. And you’re not stuck.In this session, you’ll learn how to take control from day one. New tools. New workflow. Real results.Join ScalePad’s Mike Walsh, HaloPSA’s Alex Golden, and Benji Pays’ Adam Crandall for a tactical, real-world session on how top MSPs run profitable, lower-risk projects.You’ll learn how to:Move project proposals from conversation to completion without losing momentum Use HaloPSA + ScalePad Lifecycle Manager and Quoter to manage timelines, approvals, and budgets in one flow Align cash inflows and outflows to avoid the gaps that kill your marginWe’ll also share a first look at new Halo integration enhancements in LMX, launching just in time for this webinar. These updates connect every stage of your project workflow. From CS conversations to reconciliation. This is more than project managementIt’s a complete

I would love to see an integration with “Thread” (https://www.getthread.com/) with Lifecycle Manager X to ingest the “Client Sentiment” into the console for CSTAT replacement and towards the DMI score as well!

As of 4pm PST, on 10-17-2025, our whole company can not login to quoter.I see scheduled maintenance is scheduled to begin at 8pm eastern time - but I am guessing your team jumped the gun and interrupted with our workday..We get a webpage with the below info: This XML file does not appear to have any style information associated with it. The document tree is shown below.<Error><Code>AccessDenied</Code><Message>Access Denied</Message></Error>

Hi,With HPE Aruba switches, Lifecycle Manager is picking up the base warranty which is generally for a 5 month period before it moves to the Limited lifetime warranty that has years on it. Here is an example:Do I have to manually go in an update each of the switches with the correct warranty date or is this something you can fix centrally, or have the system pick up the correct warranty?  Regards

Is there a way to specify which data source is used for the final summary in the ScalePad reporting integration?We’ve noticed that some of our assets receive data from both Datto RMM and HP Inc Lookup, but the final summary currently selects HP Inc Lookup as the source. We would prefer it to use the Datto RMM data instead.Could you please advise if there’s a setting or configuration to control this behavior?

Hi,Is there a way to change the date formatting from US to UK in ControlMap?

I want to understand how the data is calculate, does it include only open tickets ? open and closed within a certain timeframe? How does it deal with Merged or bundled tickets?Is it possible to get to 100% config attached or what is the target for this?

A few months ago, I set my policy review date to 10/31/25. Today, I (along with many other people in my tenant) got an email reminder for policy review. Why did everyone who is an admin or in a compliance manager role get this email not just the owner, contributor(if any) and approver who were listed? This seems noisy for users in the system and would be better suited for granular notifications as this caused some confusion for people. Is there a master list of what notifications are sent to what roles in ControlMap?