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diff --git a/site/about/overview-llm-features.qmd b/site/about/overview-llm-features.qmd
index 22f68d8c76..92c2accc9b 100644
--- a/site/about/overview-llm-features.qmd
+++ b/site/about/overview-llm-features.qmd
@@ -14,7 +14,7 @@ date: last-modified
:::: {.flex .flex-wrap .justify-around}
::: {.w-25-ns .pt3 .pr4}
-{fig-alt="A screenshot showing the LLM feature for checking documents that can be accessed with the Check Document button" .screenshot}
+{fig-alt="A screenshot showing the LLM feature for checking documents that can be accessed with the Check Document button"}
:::
diff --git a/site/guide/model-documentation/check-documentation-for-compliance.qmd b/site/guide/model-documentation/check-documentation-for-compliance.qmd
index a5703af467..e89507eea4 100644
--- a/site/guide/model-documentation/check-documentation-for-compliance.qmd
+++ b/site/guide/model-documentation/check-documentation-for-compliance.qmd
@@ -11,39 +11,20 @@ listing:
max-description-length: 250
sort: false
fields: [title, description]
- contents:
+ contents:
- ../../templates/customize-document-checker.qmd
- ../../about/overview-llm-features.qmd
-aliases:
+aliases:
- /guide/model-documentation/check-documents-for-compliance.html
---
-Use the {{< var validmind.checker >}} to analyze your completed model documentation by comparing it against regulatory standards.
+Use the {{< var validmind.checker >}} to analyze your completed model documentation by comparing it against regulatory standards. ugh
-## What is the {{< var validmind.checker >}}?
-
-
-:::: {.flex .flex-wrap .justify-around}
-
-::: {.w-25-ns .pt3 .pr4}
-{fig-alt="A screenshot showing the LLM feature for checking documentation that can be accessed with the Check Document button" .screenshot}
-
-:::
+
-::: {.w-75-ns}
-{{< include /guide/model-documentation/_document-checker.qmd >}}
-:::
-
-::::
-
-As a compliance tool, the {{< var vm.checker >}} is most useful when your model documentation is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
-
-By default, {{< var vm.product >}} supports the following regulations:
+## What is the {{< var validmind.checker >}}?
-- Federal Reserve Supervisory Letter SR 11-7 (United States)[^1]
-- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)[^2]
-- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)[^3]
-- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)[^4]
+{{< include /guide/templates/_what-is-document-checker.qmd >}}
::: {.attn}
diff --git a/site/guide/templates/_what-is-document-checker.qmd b/site/guide/templates/_what-is-document-checker.qmd
new file mode 100644
index 0000000000..076ef5c086
--- /dev/null
+++ b/site/guide/templates/_what-is-document-checker.qmd
@@ -0,0 +1,40 @@
+
+
+:::: {.flex .flex-wrap .justify-around}
+
+::: {.w-25-ns .pt3 .pr4}
+{fig-alt="A screenshot showing the LLM feature for checking documentation that can be accessed with the Check Document button"}
+
+:::
+
+::: {.w-75-ns}
+{{< include /guide/model-documentation/_document-checker.qmd >}}
+
+As a compliance tool, the {{< var vm.checker >}} is most useful when your model documentation is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
+
+:::
+
+::::
+
+::: {.embed-tip}
+By default, {{< var vm.product >}} supports the following regulations:
+
+- Federal Reserve Supervisory Letter SR 11-7 (United States)
+- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)
+- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)
+- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)
+
+:::
+
+
+
+::: {.callout-button .pl4 .nt4}
+::: {.callout collapse="true" appearance="minimal"}
+### What regulations are supported by default?
+
+{{< include /guide/templates/_what-is-document-checker.qmd >}}
+
+:::
+:::
\ No newline at end of file
From 7801dfa13c47c0a91afd75170922a19e7b2361b3 Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Mon, 13 Apr 2026 14:26:57 -0700
Subject: [PATCH 05/33] Save point
---
.../model-documentation/_document-checker.qmd | 6 ++--
.../check-documentation-for-compliance.qmd | 22 +++---------
.../templates/_what-is-document-checker.qmd | 35 +++++++++++++------
.../templates/customize-document-checker.qmd | 6 +++-
4 files changed, 38 insertions(+), 31 deletions(-)
diff --git a/site/guide/model-documentation/_document-checker.qmd b/site/guide/model-documentation/_document-checker.qmd
index 5acea225d3..48804d225a 100644
--- a/site/guide/model-documentation/_document-checker.qmd
+++ b/site/guide/model-documentation/_document-checker.qmd
@@ -2,9 +2,9 @@
Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
-The {{< var validmind.checker >}} is a compliance tool that reviews model documentation against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
+The {{< var validmind.checker >}} is a compliance tool that reviews documentation or reports against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
-- Assess whether required information is clearly documented
-- Identify missing or weak areas in the documentation
+- Assess whether required information or evidence is clearly documented or attached
+- Identify missing or weak areas in the documentation or report
- Offer guidance on how to improve clarity, completeness, and compliance
- Ensure consistency with regulatory expectations for risk and model governance
\ No newline at end of file
diff --git a/site/guide/model-documentation/check-documentation-for-compliance.qmd b/site/guide/model-documentation/check-documentation-for-compliance.qmd
index e89507eea4..ce33519cc4 100644
--- a/site/guide/model-documentation/check-documentation-for-compliance.qmd
+++ b/site/guide/model-documentation/check-documentation-for-compliance.qmd
@@ -18,11 +18,7 @@ aliases:
- /guide/model-documentation/check-documents-for-compliance.html
---
-Use the {{< var validmind.checker >}} to analyze your completed model documentation by comparing it against regulatory standards. ugh
-
-
-
-## What is the {{< var validmind.checker >}}?
+Use the {{< var validmind.checker >}} to analyze your completed documentation or report by comparing it against regulatory standards.
{{< include /guide/templates/_what-is-document-checker.qmd >}}
@@ -31,9 +27,9 @@ Use the {{< var validmind.checker >}} to analyze your completed model documentat
## Prerequisites
- [x] {{< var link.login >}}
-- [x] The model you are documenting is registered in the model inventory.[^5]
+- [x] The model you are documenting is registered in the model inventory.[^1]
- [x] The model must have sufficiently complete documentation that can be checked against a regulatory standard.
-- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^6]
+- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^2]
:::
## Check model documentation
@@ -46,16 +42,8 @@ Use the {{< var validmind.checker >}} to analyze your completed model documentat
:::
-[^1]: [SR 11-7](https://www.federalreserve.gov/supervisionreg/srletters/sr1107.htm)
-
-[^2]: [SS1/23](https://www.bankofengland.co.uk/prudential-regulation/publication/2023/may/model-risk-management-principles-for-banks-ss)
-
-[^3]: [Guideline E-23](https://www.osfi-bsif.gc.ca/en/guidance/guidance-library/guideline-e-23-model-risk-management-2027)
-
-[^4]: [Regulation (EU) 2024/1689](https://eur-lex.europa.eu/eli/reg/2024/1689/oj/eng)
-
-[^5]: [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
+[^1]: [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
-[^6]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
+[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
diff --git a/site/guide/templates/_what-is-document-checker.qmd b/site/guide/templates/_what-is-document-checker.qmd
index 076ef5c086..1877ec5310 100644
--- a/site/guide/templates/_what-is-document-checker.qmd
+++ b/site/guide/templates/_what-is-document-checker.qmd
@@ -2,6 +2,8 @@
Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
+#### What is the {{< var validmind.checker >}}?
+
:::: {.flex .flex-wrap .justify-around}
::: {.w-25-ns .pt3 .pr4}
@@ -12,29 +14,42 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
::: {.w-75-ns}
{{< include /guide/model-documentation/_document-checker.qmd >}}
-As a compliance tool, the {{< var vm.checker >}} is most useful when your model documentation is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
-:::
+
+
+
+:::: {.content-visible when-format="html" when-meta="includes.customize"}
+Customizing the {{< var validmind.checker >}} to support your organization's unique regulatory requirements and policies helps start quality assurance early in the model lifecycle and enables individual contributors to actively participate in risk-management oversight.
::::
-::: {.embed-tip}
-By default, {{< var vm.product >}} supports the following regulations:
+:::: {.content-visible when-format="html" unless-meta="includes.customize"}
+As a compliance tool, the {{< var validmind.checker >}} is most useful when your documentation or report is sufficiently complete and you are preparing models for regulatory submission or internal audit, as it helps reduce manual review effort and improve quality assurance.
-- Federal Reserve Supervisory Letter SR 11-7 (United States)
-- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)
-- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)
-- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)
+::::
:::
-
+::::
+
+
+
+
::: {.callout-button .pl4 .nt4}
::: {.callout collapse="true" appearance="minimal"}
### What regulations are supported by default?
-{{< include /guide/templates/_what-is-document-checker.qmd >}}
+By default, {{< var vm.product >}} supports the following regulations:
+
+- Federal Reserve Supervisory Letter SR 11-7 (United States)
+- Bank of England Prudential Regulation Authority (PRA) Supervisory Statement SS1/23 (United Kingdom)
+- Office of the Superintendent of Financial Institutions (OSFI) Guideline E-23 (Canada)
+- European Union Artificial Intelligence Act (Regulation (EU) 2024/1689, EU AI Act)
:::
:::
\ No newline at end of file
diff --git a/site/guide/templates/customize-document-checker.qmd b/site/guide/templates/customize-document-checker.qmd
index f9a74360c0..c371b717a0 100644
--- a/site/guide/templates/customize-document-checker.qmd
+++ b/site/guide/templates/customize-document-checker.qmd
@@ -16,10 +16,14 @@ listing:
- ../../about/overview-llm-features.qmd
aliases:
- /guide/templates/customize-virtual-document-validator.html
+includes:
+ customize: true
---
Manage the regulations and policies and their attached assessments available when you use the {{< var validmind.checker >}}.
+{{< include /guide/templates/_what-is-document-checker.qmd >}}
+
::: {.attn}
## Prerequisites
@@ -152,7 +156,7 @@ c. Click **Update Question** to save your changes.
[^1]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
-[^2]: [Check documentation for compliance](/guide/model-documentation/check-documentation-for-compliance.qmd#what-is-the)
+[^2]: [What regulations are supported by default?](#default-regulations)
[^3]: [Add or edit assessment questions](#add-or-edit-assessment-questions)
From fbcb151a56f1dcbb6c33f16fe374dd8675c6c93d Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 11:53:20 -0700
Subject: [PATCH 06/33] Unhiding generate assessment from PDF
---
.../templates/_add-assessment-questions.qmd | 29 +++++--------------
.../templates/customize-document-checker.qmd | 9 ++++--
2 files changed, 14 insertions(+), 24 deletions(-)
diff --git a/site/guide/templates/_add-assessment-questions.qmd b/site/guide/templates/_add-assessment-questions.qmd
index 7034bc3712..95afe548cc 100644
--- a/site/guide/templates/_add-assessment-questions.qmd
+++ b/site/guide/templates/_add-assessment-questions.qmd
@@ -2,27 +2,14 @@
Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
-
-
+Manually add assessment questions, or generate questions from a PDF upload:
:::: {.content-visible unless-format="revealjs"}
-a. Click **{{< fa plus >}} Add Question** to create a new question.
-
-a. Enter in the **[questions]{.smallcaps}**:
-
- - Each line without a break (enter) is considered one complete question.^[Empty lines will be ignored.]
- - To add a separate question, press enter to start a new line.
- - Questions will be added in the order they appear.
+#### Manually add questions
- As you enter questions, the count of questions will update.
-
-a. Click **Add # Question(s)** to insert questions into the assessment.
-
-
+a. After questions are generated, review and edit them to ensure that they adhere to your upload's requirements.
::::
diff --git a/site/guide/templates/customize-document-checker.qmd b/site/guide/templates/customize-document-checker.qmd
index c371b717a0..c22534b83d 100644
--- a/site/guide/templates/customize-document-checker.qmd
+++ b/site/guide/templates/customize-document-checker.qmd
@@ -99,6 +99,11 @@ To manage an assessment:
#### Clone assessments
+::: {.callout}
+Cloned assessments are the same assessment type as the original assessment.
+
+:::
+
a. Hover over the assessment you want to clone.
b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa copy >}} Clone Assessment** to make changes to the:
@@ -106,8 +111,6 @@ b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{
- **[regulation or policy name]{.smallcaps}**
- (Optional) **[description]{.smallcaps}**
- Cloned assessments are the same assessment type as the original assessment.
-
c. Click **Clone Assessment** to save a copy of the assessment.
d. Once cloned, add or edit the assessment questions.[^3]
@@ -141,7 +144,7 @@ Click **{{}} Search** to enter in your keywords, then pres
a. Hover over the question you want to edit.
-b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa pencil >}} Edit** to make changes to the **[question text]{.smallcaps}**.
+b. When the **{{< fa ellipsis-vertical >}}** appears, click on it and select **{{< fa pencil >}} Edit** to make changes to the **[question]{.smallcaps}**.
c. Click **Update Question** to save your changes.
From a434051688668815abd927381c31e9db77c25807 Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 11:58:20 -0700
Subject: [PATCH 07/33] Rename: Check documents for compliance
---
site/guide/_sidebar.yaml | 2 +-
...on-for-compliance.qmd => check-documents-for-compliance.qmd} | 2 +-
.../model-documentation/working-with-model-documentation.qmd | 2 +-
site/guide/templates/customize-document-checker.qmd | 2 +-
site/training/common-slides/_document-checker.qmd | 2 +-
site/training/what-is-validmind/what-is-validmind.qmd | 2 +-
6 files changed, 6 insertions(+), 6 deletions(-)
rename site/guide/model-documentation/{check-documentation-for-compliance.qmd => check-documents-for-compliance.qmd} (95%)
diff --git a/site/guide/_sidebar.yaml b/site/guide/_sidebar.yaml
index 76d2fa6fc4..54b4c4d145 100644
--- a/site/guide/_sidebar.yaml
+++ b/site/guide/_sidebar.yaml
@@ -112,7 +112,7 @@ website:
- text: "Assign section statuses"
file: guide/model-documentation/assign-documentation-section-statuses.qmd
- text: "Check for compliance"
- file: guide/model-documentation/check-documentation-for-compliance.qmd
+ file: guide/model-documentation/check-documents-for-compliance.qmd
- guide/model-documentation/collaborate-with-others.qmd
- guide/model-documentation/submit-for-approval.qmd
- text: "---"
diff --git a/site/guide/model-documentation/check-documentation-for-compliance.qmd b/site/guide/model-documentation/check-documents-for-compliance.qmd
similarity index 95%
rename from site/guide/model-documentation/check-documentation-for-compliance.qmd
rename to site/guide/model-documentation/check-documents-for-compliance.qmd
index ce33519cc4..e6bc09f1c2 100644
--- a/site/guide/model-documentation/check-documentation-for-compliance.qmd
+++ b/site/guide/model-documentation/check-documents-for-compliance.qmd
@@ -15,7 +15,7 @@ listing:
- ../../templates/customize-document-checker.qmd
- ../../about/overview-llm-features.qmd
aliases:
- - /guide/model-documentation/check-documents-for-compliance.html
+ - /guide/model-documentation/check-documentation-for-compliance.html
---
Use the {{< var validmind.checker >}} to analyze your completed documentation or report by comparing it against regulatory standards.
diff --git a/site/guide/model-documentation/working-with-model-documentation.qmd b/site/guide/model-documentation/working-with-model-documentation.qmd
index c2a6d11c0e..49631bb8ec 100644
--- a/site/guide/model-documentation/working-with-model-documentation.qmd
+++ b/site/guide/model-documentation/working-with-model-documentation.qmd
@@ -24,7 +24,7 @@ listing:
fields: [title, description]
contents:
- assign-documentation-section-statuses.qmd
- - check-documentation-for-compliance.qmd
+ - check-documents-for-compliance.qmd
- collaborate-with-others.qmd
- submit-for-approval.qmd
aliases:
diff --git a/site/guide/templates/customize-document-checker.qmd b/site/guide/templates/customize-document-checker.qmd
index c22534b83d..8860acbc4f 100644
--- a/site/guide/templates/customize-document-checker.qmd
+++ b/site/guide/templates/customize-document-checker.qmd
@@ -12,7 +12,7 @@ listing:
sort: false
fields: [title, description]
contents:
- - ../../model-documentation/check-documentation-for-compliance.qmd
+ - ../../model-documentation/check-documents-for-compliance.qmd
- ../../about/overview-llm-features.qmd
aliases:
- /guide/templates/customize-virtual-document-validator.html
diff --git a/site/training/common-slides/_document-checker.qmd b/site/training/common-slides/_document-checker.qmd
index 60faf7e0f2..ec9ed7fa3b 100644
--- a/site/training/common-slides/_document-checker.qmd
+++ b/site/training/common-slides/_document-checker.qmd
@@ -10,7 +10,7 @@ SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
::: {.tc}
-[Learn more ...](/guide/model-documentation/check-documentation-for-compliance.qmd){.button target="_blank"}
+[Learn more ...](/guide/model-documentation/check-documents-for-compliance.qmd){.button target="_blank"}
:::
:::
diff --git a/site/training/what-is-validmind/what-is-validmind.qmd b/site/training/what-is-validmind/what-is-validmind.qmd
index a121a7573b..7ae9832d20 100644
--- a/site/training/what-is-validmind/what-is-validmind.qmd
+++ b/site/training/what-is-validmind/what-is-validmind.qmd
@@ -872,7 +872,7 @@ Use {{< var vm.product >}}'s {{< var vm.checker >}} to:
::: {.slideover--b .auto-collapse}
::: {.tc .nt4}
-[[{{< fa circle-info >}} How do I use the {{< var vm.checker >}}?]{.button .button-light-green .shadow-5-ns}](/guide/model-documentation/check-documentation-for-compliance.qmd){target="_blank"}
+[[{{< fa circle-info >}} How do I use the {{< var vm.checker >}}?]{.button .button-light-green .shadow-5-ns}](/guide/model-documentation/check-documents-for-compliance.qmd){target="_blank"}
:::
:::
From c344030c87283d0e646cbdb29e38cb880b26a64d Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 12:16:55 -0700
Subject: [PATCH 08/33] Edit
---
site/guide/templates/_add-assessment-questions.qmd | 7 ++++---
site/guide/templates/_add-assessments.qmd | 4 +++-
site/guide/templates/customize-document-checker.qmd | 2 +-
3 files changed, 8 insertions(+), 5 deletions(-)
diff --git a/site/guide/templates/_add-assessment-questions.qmd b/site/guide/templates/_add-assessment-questions.qmd
index 95afe548cc..2e1ec44217 100644
--- a/site/guide/templates/_add-assessment-questions.qmd
+++ b/site/guide/templates/_add-assessment-questions.qmd
@@ -3,7 +3,7 @@ Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
-Manually add assessment questions, or generate questions from a PDF upload:
+Manually add assessment questions, or generate questions from a PDF upload for Development type assessments:
:::: {.content-visible unless-format="revealjs"}
@@ -23,8 +23,9 @@ a. Click **Add # Question(s)** to insert questions into the assessment.
#### Generate questions from PDF uploads
-::: {.callout-important}
-Uploading a PDF document will replace all existing questions, including any custom questions inserted manually or generated from previous PDF uploads.
+::: {.callout-important title="Uploading a PDF document will replace all existing questions, including any custom questions inserted manually or generated from previous PDF uploads."}
+Currently, generating questions from PDF uploads is only available for Development type assessments.
+
:::
a. Click **{{< fa diamond >}} Generate From File** to upload a PDF.
diff --git a/site/guide/templates/_add-assessments.qmd b/site/guide/templates/_add-assessments.qmd
index 75359a52c7..800bdf6311 100644
--- a/site/guide/templates/_add-assessments.qmd
+++ b/site/guide/templates/_add-assessments.qmd
@@ -8,7 +8,8 @@ a. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
a. Provide the details for your assessment:
- **[assessment name]{.smallcaps}**
- - **[assessment type]{.smallcaps}** — Development or Validation
+ - **[assessment type]{.smallcaps}** — Development^[Development type assessments are available for Development, Monitoring, and custom type documents.] or Validation^[Validation type assessments are only available for Validation type documents.]
+ - **[document type]{.smallcaps}** — Select the document types^[[Manage document types](/guide/templates/manage-document-types.qmd)] that this assessment should be available for.
- (Optional) **[description]{.smallcaps}**
a. Click **Add Assessment** to create your assessment.
@@ -26,6 +27,7 @@ a. Once created, add or edit the assessment questions.^[[Add or edit assessment
- **[assessment name]{.smallcaps}**
- **[assessment type]{.smallcaps}** — Development or Validation
+ - **[document type]{.smallcaps}** — Select the [document types](/guide/templates/manage-document-types.qmd){target="_blank"} that this assessment should be available for.
- (Optional) **[description]{.smallcaps}**
6. Click **Add Assessment** to create your assessment.
diff --git a/site/guide/templates/customize-document-checker.qmd b/site/guide/templates/customize-document-checker.qmd
index 8860acbc4f..5c05105d48 100644
--- a/site/guide/templates/customize-document-checker.qmd
+++ b/site/guide/templates/customize-document-checker.qmd
@@ -100,7 +100,7 @@ To manage an assessment:
#### Clone assessments
::: {.callout}
-Cloned assessments are the same assessment type as the original assessment.
+Cloned assessments are the same assessment type and are available to the same document types as the original assessment.
:::
From ced4e5834adeeb09cc371fbb635bd894a60e9515 Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 12:46:53 -0700
Subject: [PATCH 09/33] Edit: Check documents for compliance
---
...ntation.qmd => _check-model-documents.qmd} | 59 ++++++++++++-------
.../check-documents-for-compliance.qmd | 18 +++---
site/guide/monitoring/enable-monitoring.qmd | 4 --
.../finalizing-model-documentation.qmd | 2 +-
4 files changed, 49 insertions(+), 34 deletions(-)
rename site/guide/model-documentation/{_check-model-documentation.qmd => _check-model-documents.qmd} (68%)
diff --git a/site/guide/model-documentation/_check-model-documentation.qmd b/site/guide/model-documentation/_check-model-documents.qmd
similarity index 68%
rename from site/guide/model-documentation/_check-model-documentation.qmd
rename to site/guide/model-documentation/_check-model-documents.qmd
index 9d9addae2d..71894ba293 100644
--- a/site/guide/model-documentation/_check-model-documentation.qmd
+++ b/site/guide/model-documentation/_check-model-documents.qmd
@@ -3,31 +3,47 @@ Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
:::: {.content-visible unless-format="revealjs"}
-1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
+### 1. Select a document
-1. Select a model or find your model by applying a filter or searching for it.^[[Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)]
+a. In the left sidebar, click **{{< fa cubes >}} Inventory**.
-1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** or **Saved Versions** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)]
+a. Select a model or find your model by applying a filter or searching for it.^[[Working with the model inventory](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models)]
-1. Click on a Development type file.^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
+a. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select the **Latest** or **Saved Versions** tab.^[[Work with document versions](/guide/model-documentation/work-with-document-versions.qmd)]
-1. Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
+a. Click on the file you want to check:^[[Working with model documents](/guide/templates/working-with-model-documents.qmd)]
+
+ ::: {.panel-tabset}
+
+ #### Development, Monitoring, and custom type documents
+
+ Locate the {{< var vm.checker >}} box on the right and click **{{< fa check >}} Check Document**.
+
+ #### Validation type documents
+
+ a. Locate {{< fa file-circle-check >}} Check Document on the right and click to expand the menu.
+
+ a. Click **{{< fa check >}} Check Document**.
+
+ :::
-### Select a regulation
+a. Proceed with selecting a regulation to check your document against.
-1. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
+### 2. Select a regulation
+
+a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/vdv-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
A list of regulation-based questions appears for your review.
-1. Scroll to the bottom and click **Check Document**.
+a. Scroll to the bottom and click **Check {document type} Document** where `{document type}` is the type of document you are checking.
-The {{< var validmind.checker >}} analyzes your documentation, identifies gaps, and generates recommendations for specific questions that you review in the next step.
+The {{< var validmind.checker >}} analyzes your document, identifies gaps, and generates recommendations for specific questions for your review.
-### Review the observations
+### 3. Review the observations
-1. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
+a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
::: {.pl4}
[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.
@@ -35,19 +51,18 @@ The {{< var validmind.checker >}} analyzes your documentation, identifies gaps,
[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
:::
-1. Review questions that require attention. Each question includes:
+a. Review questions that require attention. Each question includes a(n):
- - **Observation** — An analysis of how the documentation currently addresses the question
- - **Recommendation** — If suggested, guidance on how to revise the documentation to better address the question
+ - **Observation** — An analysis of how the document currently addresses the question
+ - **Recommendation** — If suggested, guidance on how to revise the document to better address the question
- {fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'Gap identified' with a recommendation to add a policy paragraph." .screenshot}
+ {fig-alt="A screenshot showing a question and the observation 'GAP IDENTIFIED' with a recommendation" .screenshot}
- {fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'Gap identified' with a recommendation to add a policy paragraph." .screenshot}
+ {fig-alt="A screenshot showing a question and the observation 'PARTIAL GAP' with a recommendation" .screenshot}
- {fig-alt="A screenshot showing the question 'Is the documentation sufficient to allow an expert to adjust parameters?' and the observation 'No significant gaps.' with a recommendation to add a policy paragraph." .screenshot}
-
-Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your documentation and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all documentation issues have been addressed, submit your model for validation.
+ {fig-alt="A screenshot showing a question and the observation 'NO SIGNIFICANT GAPS' with a recommendation" .screenshot}
+Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your document and decide what revisions should be made.
::::
@@ -64,7 +79,7 @@ Use the feedback provided by the {{< var validmind.checker >}} to review the app
::: {.panel-tabset}
-#### i. Select a regulation
+#### 1. Select a regulation
a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
@@ -76,7 +91,7 @@ a. Scroll to the bottom and click **Check Document**.
The {{< var validmind.checker >}} analyzes your documentation, identifies gaps, and generates recommendations for specific questions that you review in the next step.
-#### ii. Review the observations
+#### 2. Review the observations
a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
@@ -86,7 +101,7 @@ a. After the {{< var vm.checker >}} has completed its analysis, expand individua
[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
:::
-a. Review questions that require attention. Each question includes:
+b. Review questions that require attention. Each question includes:
- **Observation** — An analysis of how the documentation currently addresses the question
- **Recommendation** — If suggested, guidance on how to revise the documentation to better address the question
diff --git a/site/guide/model-documentation/check-documents-for-compliance.qmd b/site/guide/model-documentation/check-documents-for-compliance.qmd
index e6bc09f1c2..0fae64f50f 100644
--- a/site/guide/model-documentation/check-documents-for-compliance.qmd
+++ b/site/guide/model-documentation/check-documents-for-compliance.qmd
@@ -2,7 +2,7 @@
# 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: "Check documentation for compliance"
+title: "Check documents for compliance"
date: last-modified
listing:
- id: check-documents
@@ -18,7 +18,7 @@ aliases:
- /guide/model-documentation/check-documentation-for-compliance.html
---
-Use the {{< var validmind.checker >}} to analyze your completed documentation or report by comparing it against regulatory standards.
+Use the {{< var validmind.checker >}} to analyze your completed documents by comparing it against regulatory standards.
{{< include /guide/templates/_what-is-document-checker.qmd >}}
@@ -28,13 +28,15 @@ Use the {{< var validmind.checker >}} to analyze your completed documentation or
- [x] {{< var link.login >}}
- [x] The model you are documenting is registered in the model inventory.[^1]
-- [x] The model must have sufficiently complete documentation that can be checked against a regulatory standard.
-- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^2]
+- [x] The model must have sufficiently complete documents that can be checked against a regulatory standard.
+- [x] Regulations or policies and associated assessments have been configured for the document types you are checking.[^2]
+- [x] You are a [{{< fa code >}} Developer]{.bubble} or [{{< fa circle-check >}} Validator]{.bubble}, or assigned another role with sufficient permissions to perform the tasks in this guide.[^3]
+
:::
-## Check model documentation
+## Check documents
-{{< include /guide/model-documentation/_check-model-documentation.qmd >}}
+{{< include /guide/model-documentation/_check-model-documents.qmd >}}
## Learn more
@@ -44,6 +46,8 @@ Use the {{< var validmind.checker >}} to analyze your completed documentation or
[^1]: [Register models in the inventory](/guide/model-inventory/register-models-in-inventory.qmd)
-[^2]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
+[^2]: [Customize {{< var validmind.checker >}}](/guide/templates/customize-document-checker.qmd)
+
+[^3]: [Manage permissions](/guide/configuration/manage-permissions.qmd)
diff --git a/site/guide/monitoring/enable-monitoring.qmd b/site/guide/monitoring/enable-monitoring.qmd
index 6acbd80f1a..e547b47c2a 100644
--- a/site/guide/monitoring/enable-monitoring.qmd
+++ b/site/guide/monitoring/enable-monitoring.qmd
@@ -24,8 +24,6 @@ To start uploading ongoing monitoring results for a model to {{< var vm.product
## Steps
-::: {.panel-tabset}
-
### 1. Get monitoring code snippet
{{< include /developer/model-documentation/_code-snippet.qmd >}}
@@ -130,8 +128,6 @@ Attempting to initialize the {{< var vm.developer >}} with a document that does
:::
-:::
-
## What's next
diff --git a/site/training/developer-fundamentals/finalizing-model-documentation.qmd b/site/training/developer-fundamentals/finalizing-model-documentation.qmd
index 73fee394f0..61e23c7122 100644
--- a/site/training/developer-fundamentals/finalizing-model-documentation.qmd
+++ b/site/training/developer-fundamentals/finalizing-model-documentation.qmd
@@ -244,7 +244,7 @@ Use the {{< var vm.checker >}}
::: {.column width="70%" .bl .pl4 .f4}
-{{< include /guide/model-documentation/_check-model-documentation.qmd >}}
+{{< include /guide/model-documentation/_check-model-documents.qmd >}}
:::
From 012ada97811a14b992114ff823b78b1b938c83ec Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 12:53:36 -0700
Subject: [PATCH 10/33] Adding check documents for compliance to validation
---
site/guide/_sidebar.yaml | 2 ++
site/guide/model-validation/preparing-validation-reports.qmd | 5 +++--
2 files changed, 5 insertions(+), 2 deletions(-)
diff --git a/site/guide/_sidebar.yaml b/site/guide/_sidebar.yaml
index 54b4c4d145..ccf6b74cbf 100644
--- a/site/guide/_sidebar.yaml
+++ b/site/guide/_sidebar.yaml
@@ -131,6 +131,8 @@ website:
- guide/model-validation/assess-compliance.qmd
- guide/model-documentation/work-with-content-blocks.qmd
- guide/model-documentation/work-with-document-versions.qmd
+ - text: "Check for compliance"
+ file: guide/model-documentation/check-documents-for-compliance.qmd
- guide/model-documentation/collaborate-with-others.qmd
- guide/model-documentation/submit-for-approval.qmd
- file: guide/model-validation/working-with-artifacts.qmd
diff --git a/site/guide/model-validation/preparing-validation-reports.qmd b/site/guide/model-validation/preparing-validation-reports.qmd
index 1f39722977..dd35bcdbbd 100644
--- a/site/guide/model-validation/preparing-validation-reports.qmd
+++ b/site/guide/model-validation/preparing-validation-reports.qmd
@@ -18,11 +18,12 @@ listing:
- ../model-documentation/work-with-document-versions.qmd
- id: complete-reports
type: grid
- grid-columns: 2
+ grid-columns: 3
max-description-length: 250
sort: false
fields: [title, description]
contents:
+ - ../model-documentation/check-documents-for-compliance.qmd
- ../model-documentation/collaborate-with-others.qmd
- ../model-documentation/submit-for-approval.qmd
aliases:
@@ -123,7 +124,7 @@ Complete your validation report by reviewing submitted model documentation and a
:::{#draft-reports}
:::
-Collaborate with other stakeholders and submit your work for approval:
+Wrap up your report, collaborate with other stakeholders, and submit your work for approval:
:::{#complete-reports}
:::
From f2d2ee65a78c4a68b59657b7b538dd633ba4b337 Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 13:19:10 -0700
Subject: [PATCH 11/33] Admin training edit
---
.../model-documentation/_document-checker.qmd | 6 +--
.../templates/_add-assessment-questions.qmd | 6 +--
site/guide/templates/_add-assessments.qmd | 4 +-
.../using-validmind-for-risk-management.qmd | 38 ++++++++++---------
4 files changed, 28 insertions(+), 26 deletions(-)
diff --git a/site/guide/model-documentation/_document-checker.qmd b/site/guide/model-documentation/_document-checker.qmd
index 48804d225a..54919af981 100644
--- a/site/guide/model-documentation/_document-checker.qmd
+++ b/site/guide/model-documentation/_document-checker.qmd
@@ -2,9 +2,9 @@
Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
-The {{< var validmind.checker >}} is a compliance tool that reviews documentation or reports against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
+The {{< var validmind.checker >}} is a compliance tool that reviews documents against a selected regulatory standard. Use the {{< var vm.checker >}} to identify gaps, generate actionable recommendations, and focus your efforts on areas that require attention. The {{< var vm.checker >}} uses a structured checklist to:
- Assess whether required information or evidence is clearly documented or attached
-- Identify missing or weak areas in the documentation or report
+- Identify missing or weak areas in the document
- Offer guidance on how to improve clarity, completeness, and compliance
-- Ensure consistency with regulatory expectations for risk and model governance
\ No newline at end of file
+- Ensure consistency with regulatory expectations for risk and governance
\ No newline at end of file
diff --git a/site/guide/templates/_add-assessment-questions.qmd b/site/guide/templates/_add-assessment-questions.qmd
index 2e1ec44217..67ee6636a7 100644
--- a/site/guide/templates/_add-assessment-questions.qmd
+++ b/site/guide/templates/_add-assessment-questions.qmd
@@ -2,10 +2,8 @@
Refer to the LICENSE file in the root of this repository for details.
SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
-
-Manually add assessment questions, or generate questions from a PDF upload for Development type assessments:
-
:::: {.content-visible unless-format="revealjs"}
+Manually add assessment questions, or generate questions from a PDF upload for Development type assessments:
#### Manually add questions
@@ -42,7 +40,7 @@ a. After questions are generated, review and edit them to ensure that they adher
:::: {.content-hidden unless-format="revealjs"}
-1. Select the assessment you want to add questions to by clicking on it.
+Select the assessment you want to add questions to by clicking on it
1. Click **{{< fa plus >}} Add Question** to create a new question.
diff --git a/site/guide/templates/_add-assessments.qmd b/site/guide/templates/_add-assessments.qmd
index 800bdf6311..f0b08019a0 100644
--- a/site/guide/templates/_add-assessments.qmd
+++ b/site/guide/templates/_add-assessments.qmd
@@ -8,7 +8,7 @@ a. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
a. Provide the details for your assessment:
- **[assessment name]{.smallcaps}**
- - **[assessment type]{.smallcaps}** — Development^[Development type assessments are available for Development, Monitoring, and custom type documents.] or Validation^[Validation type assessments are only available for Validation type documents.]
+ - **[assessment type]{.smallcaps}** — Development^[Development type assessments are available for Development, Monitoring, and custom document types.] or Validation^[Validation type assessments are only available for Validation type document types.]
- **[document type]{.smallcaps}** — Select the document types^[[Manage document types](/guide/templates/manage-document-types.qmd)] that this assessment should be available for.
- (Optional) **[description]{.smallcaps}**
@@ -26,7 +26,7 @@ a. Once created, add or edit the assessment questions.^[[Add or edit assessment
5. Provide the details for your assessment:
- **[assessment name]{.smallcaps}**
- - **[assessment type]{.smallcaps}** — Development or Validation
+ - **[assessment type]{.smallcaps}** — Development (Development, Monitoring, and custom document types) or Validation (Validation type documents only)
- **[document type]{.smallcaps}** — Select the [document types](/guide/templates/manage-document-types.qmd){target="_blank"} that this assessment should be available for.
- (Optional) **[description]{.smallcaps}**
diff --git a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
index 4137ea18b6..e5587bb64b 100644
--- a/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
+++ b/site/training/administrator-fundamentals/using-validmind-for-risk-management.qmd
@@ -433,16 +433,17 @@ Add regulations & policies
:::
::::
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
::: {.tc}
**Add a regulation or policy**
:::
-1. Click **{{< fa plus >}} Add** to create a new regulation or policy.
-2. Provide a **[regulation or policy name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
-3. Click **Add** to create your regulation or policy.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Click **{{< fa plus >}} Add Regulation or Policy** to create a new regulation or policy.
+3. Provide a **[regulation or policy name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
+4. Click **Add Regulation or Policy** to create your regulation or policy.
When you're done, click [{{< fa chevron-right >}}]() to continue.
@@ -477,17 +478,18 @@ Add assessments
:::
::::
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
::: {.tc}
**Add an assessment**
:::
-1. Select the regulation or policy you added in the previous step by clicking on it.
-2. Click **{{< fa plus >}} Add** to create a new assessment.
-3. Provide an **[assessment name]{.smallcaps}** and an optional **[description]{.smallcaps}**.
-6. Click **Add** to create your assessment.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Select the regulation or policy you added in the previous step by clicking on it.
+3. Click **{{< fa plus >}} Add Assessment** to create a new assessment.
+4. Provide an **[assessment name]{.smallcaps}**, then select the **[assessment type]{.smallcaps}** and **[document type]{.smallcaps}**.
+5. Click **Add Assessment** to create your assessment.
When you're done, click [{{< fa chevron-right >}}]() to continue.
@@ -513,17 +515,19 @@ Add assessment questions
:::
::::
-## {background-iframe="https://app.prod.validmind.ai/settings/regulations" background-interactive="true" data-preload="yes"}
+## {background-iframe="https://app.prod.validmind.ai/settings/" background-interactive="true" data-preload="yes"}
-:::: {.slideover--b .three-quarters .auto-collapse-10}
+:::: {.slideover--l .three-quarters .auto-collapse-10}
::: {.tc}
**Add an assessment question**
:::
-1. Select the assessment you want to add questions to by clicking on it.
-2. Click **{{< fa plus >}} Add Question(s)** to create a new question.
-3. Enter in the **[questions]{.smallcaps}**.
-4. Click **Add # Question(s)** to insert questions into the assessment.
+1. Under {{< fa shield >}} Governance, select **Regulations & Policies**.
+2. Select the regulation or policy you added previously by clicking on it.
+3. Select the assessment you added previously by clicking on it.
+4. Click **{{< fa plus >}} Add Question** to create a new question.
+5. Enter in the **[questions]{.smallcaps}**.
+6. Click **Add # Question(s)** to insert questions into the assessment.
When you're done, click [{{< fa chevron-right >}}]() to continue.
From fdd04605d289350324d17f519b75bc37adcf37be Mon Sep 17 00:00:00 2001
From: Beck <164545837+validbeck@users.noreply.github.com>
Date: Wed, 15 Apr 2026 13:30:12 -0700
Subject: [PATCH 12/33] Screenshot rename or update
---
.../_check-model-documents.qmd | 72 ++++++++++++++++--
...ntified.png => checker-gap-identified.png} | Bin
...ps.png => checker-no-significant-gaps.png} | Bin
...artial-gap.png => checker-partial-gap.png} | Bin
.../model-documentation/checker-selection.png | Bin 0 -> 88011 bytes
.../model-documentation/vdv-selection.png | Bin 113683 -> 0 bytes
6 files changed, 65 insertions(+), 7 deletions(-)
rename site/guide/model-documentation/{vdv-gap-identified.png => checker-gap-identified.png} (100%)
rename site/guide/model-documentation/{vdv-no-significant-gaps.png => checker-no-significant-gaps.png} (100%)
rename site/guide/model-documentation/{vdv-partial-gap.png => checker-partial-gap.png} (100%)
create mode 100644 site/guide/model-documentation/checker-selection.png
delete mode 100644 site/guide/model-documentation/vdv-selection.png
diff --git a/site/guide/model-documentation/_check-model-documents.qmd b/site/guide/model-documentation/_check-model-documents.qmd
index 71894ba293..009b15d0f9 100644
--- a/site/guide/model-documentation/_check-model-documents.qmd
+++ b/site/guide/model-documentation/_check-model-documents.qmd
@@ -33,7 +33,7 @@ a. Proceed with selecting a regulation to check your document against.
a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
- ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/vdv-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+ ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
A list of regulation-based questions appears for your review.
@@ -56,11 +56,11 @@ a. Review questions that require attention. Each question includes a(n):
- **Observation** — An analysis of how the document currently addresses the question
- **Recommendation** — If suggested, guidance on how to revise the document to better address the question
- {fig-alt="A screenshot showing a question and the observation 'GAP IDENTIFIED' with a recommendation" .screenshot}
+ {fig-alt="A screenshot showing a question and the observation 'GAP IDENTIFIED' with a recommendation" .screenshot}
- {fig-alt="A screenshot showing a question and the observation 'PARTIAL GAP' with a recommendation" .screenshot}
+ {fig-alt="A screenshot showing a question and the observation 'PARTIAL GAP' with a recommendation" .screenshot}
- {fig-alt="A screenshot showing a question and the observation 'NO SIGNIFICANT GAPS' with a recommendation" .screenshot}
+ {fig-alt="A screenshot showing a question and the observation 'NO SIGNIFICANT GAPS' with a recommendation" .screenshot}
Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your document and decide what revisions should be made.
@@ -68,7 +68,13 @@ Use the feedback provided by the {{< var validmind.checker >}} to review the app
-:::: {.content-hidden unless-format="revealjs"}
+
+
+:::: {.content-visible when-format="revealjs" when-meta="includes.developer"}
1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
1. Select a model or find your model [by applying a filter or searching for it](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models){target="_blank"}.
@@ -83,7 +89,7 @@ Use the feedback provided by the {{< var validmind.checker >}} to review the app
a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
- ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/vdv-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+ ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
A list of regulation-based questions appears for your review.
@@ -110,4 +116,56 @@ Use the feedback provided by the {{< var validmind.checker >}} to review the app
:::
-::::
\ No newline at end of file
+::::
+
+
+
+:::: {.content-visible when-format="revealjs" unless-meta="includes.developer"}
+1. In the left sidebar, click **{{< fa cubes >}} Inventory**.
+
+1. Select a model or find your model [by applying a filter or searching for it](/guide/model-inventory/working-with-model-inventory.qmd#search-filter-and-sort-models){target="_blank"}.
+
+1. In the left sidebar that appears for your model, click **{{< fa file >}} Documents** and select **Validation**.
+
+1. Locate {{< fa file-circle-check >}} Check Document on the right and click to expand the menu, then click **{{< fa check >}} Check Document**.
+
+::: {.panel-tabset}
+
+#### 1. Select a regulation
+
+a. In the {{< var vm.checker >}} modal, select a **[regulation]{.smallcaps}** and an associated **[assessment]{.smallcaps}** from the drop-down menus to to check your document against:
+
+ ![Example **[regulation or policy]{.smallcaps}** and **[assessment]{.smallcaps}** selected to check a document against](/guide/model-documentation/checker-selection.png){fig-alt="A screenshot showing the REGULATION OR POLICY and ASSESSMENT dropdowns in the Document Checker" .screenshot}
+
+ A list of regulation-based questions appears for your review.
+
+a. Scroll to the bottom and click **Check Validation Document**.
+
+The {{< var validmind.checker >}} analyzes your report, identifies gaps, and generates recommendations for specific questions that you review in the next step.
+
+#### 2. Review the observations
+
+a. After the {{< var vm.checker >}} has completed its analysis, expand individual questions or click **Expand All** to look through the observations:
+
+::: {.pl4}
+[Gap Identified]{.bubble .red-b .red-bg} — A question that is not addressed and requires attention.
+[Partial Gap]{.bubble .yellow-bg} — A question that is partially addressed and requires attention.
+[No Significant Gaps]{.bubble .green-bg} — A question that is fully addressed.
+:::
+
+b. Review questions that require attention. Each question includes:
+
+ - **Observation** — An analysis of how the report currently addresses the question
+ - **Recommendation** — If suggested, guidance on how to revise the report to better address the question
+
+Use the feedback provided by the {{< var validmind.checker >}} to review the appropriate sections of your report and decide what revisions should be made. Or, if you have run the {{< var vm.checker >}} before and were just checking that all report issues have been addressed, submit your report for review.
+
+:::
+
+::::
+
+
diff --git a/site/guide/model-documentation/vdv-gap-identified.png b/site/guide/model-documentation/checker-gap-identified.png
similarity index 100%
rename from site/guide/model-documentation/vdv-gap-identified.png
rename to site/guide/model-documentation/checker-gap-identified.png
diff --git a/site/guide/model-documentation/vdv-no-significant-gaps.png b/site/guide/model-documentation/checker-no-significant-gaps.png
similarity index 100%
rename from site/guide/model-documentation/vdv-no-significant-gaps.png
rename to site/guide/model-documentation/checker-no-significant-gaps.png
diff --git a/site/guide/model-documentation/vdv-partial-gap.png b/site/guide/model-documentation/checker-partial-gap.png
similarity index 100%
rename from site/guide/model-documentation/vdv-partial-gap.png
rename to site/guide/model-documentation/checker-partial-gap.png
diff --git a/site/guide/model-documentation/checker-selection.png b/site/guide/model-documentation/checker-selection.png
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