User Guide

Who This Guide Is For

This guide is for end users who carry out governance, compliance, evidence, reporting, and operational assurance work in Xpitro.

Core User Goals

Most users come to Xpitro to:

• complete governance or compliance tasks;
• review and maintain evidence;
• prepare reporting outputs;
• collaborate with colleagues;
• use AI-assisted workflows to accelerate routine work.

Typical Workflow

A typical user journey looks like this:

1. Sign in to the correct organisation and workspace.
2. Open the relevant workflow, assessment, register, or activity.
3. Review assigned work and current status.
4. Add evidence, comments, or updates.
5. Use AI-assisted features where appropriate.
6. Review outputs before finalising or sharing them.

Working With Evidence

When managing evidence in Xpitro:

• keep evidence current and clearly named;
• make sure uploads or references are relevant to the activity;
• avoid duplicating material unnecessarily;
• review evidence before using it in reporting or audit contexts.

Working With Tasks And Activities

Good practice includes:

• keeping status accurate;
• using comments or notes for meaningful context;
• updating work as soon as significant progress is made;
• escalating blockers early to your administrator or team lead.

Reporting And Review

Use reporting outputs to:

• understand progress;
• prepare assurance or audit views;
• identify gaps or overdue work;
• support internal or customer-facing oversight.

Using AI-Assisted Features

AI-assisted features can help with:

• summarisation;
• drafting support;
• extraction and classification;
• accelerating repetitive document or analysis workflows.

Always remember:

• AI is assistive, not authoritative;
• final decisions remain with your team;
• outputs should be reviewed before being relied on.

Good User Habits

• use the right workspace and organisation context;
• keep records accurate and current;
• review AI-generated output before accepting it;
• follow your organisation's security and data-handling requirements;
• ask for administrator help if you do not have access to the feature or area you need.