How do I…?

Start from the task you have been given, not from the menu — each question below links to the chapter that walks you through it.

The rest of this guide follows the left menu, screen by screen, which is ideal when you know where something lives. This chapter is for the other situation: someone has asked you to do something in Aegis and you do not yet know which screen it belongs to. Find your question, follow the link, and look for the section named beside it. If your question is not here, try the search box at the top of this guide, or Getting help.

Getting in and finding your way

How do I…	Where to look
…sign in, or recover a forgotten password?	Signing in
…get an Aegis account in the first place?	Ask an Admin to invite you — What each role can do explains who that is and which role to ask for
…work out what the parts of the screen are called?	The screen layout
…understand why a menu entry or button is missing for me?	What each role can do, under Why can't I see a feature?
…find help for the exact screen I am on?	Getting help

Everyday duties for everyone

How do I…	Where to look
…read and acknowledge a policy I was asked to confirm?	Scenario: an ordinary working week
…check whether my security training is recorded as complete?	Scenario: an ordinary working week, or the full Security Awareness reference
…raise a concern about wrongdoing, anonymously if I choose?	Report a Concern
…see the reviews and comments waiting on me?	Collaboration
…set up two-factor sign-in on my account?	Signing in, under Setting up an authenticator app

When something goes wrong

How do I…	Where to look
…log a security incident?	Incidents, under Reporting an incident; the incident scenario follows one end to end
…work out whether a regulator must be told, and by when?	Reporting
…handle a personal-data breach?	Scenario: respond to a security incident, with the privacy side in GDPR
…follow up on a concern I reported earlier?	Report a Concern, under Check your report and message the handlers

People, personal data and suppliers

How do I…	Where to look
…respond when someone asks for a copy of their personal data?	Scenario: handle a data-subject request; HR staff start with the HR scenario
…handle a new joiner or a leaver properly?	Scenario: HR duties in Aegis
…add a new supplier and rate the risk of using them?	Vendors, under Adding a vendor; the vendor scenario is the full journey
…send a supplier a security questionnaire?	Questionnaires
…record what personal data we process, and why?	GDPR, under Building the record of processing activities
…assess a high-risk processing activity (a DPIA)?	GDPR, under Assessing high-risk processing

Documents, policies and evidence

How do I…	Where to look
…write a new policy, or update an existing one?	Policies
…get a policy approved, or approve one myself?	Policies, under The approval lifecycle
…make a policy required reading for everyone?	Policies, under The policy's own page (the Required Readers block)
…write the step-by-step procedure behind a policy?	Procedures
…upload proof that a control is working?	Evidence, under Uploading evidence
…store a compliance document that is neither policy nor procedure?	Documents

Risks, controls and frameworks

How do I…	Where to look
…add a risk to the register and score it?	Risks, under Creating a risk with the guided wizard
…record that we accept a risk rather than fix it?	Risks, under Status, acceptance and exceptions
…see how far along we are with ISO 27001, NIS2 or another framework?	Control Measures
…mark a single control as implemented and link its proof?	Control Measures, under Working a single control
…keep up with new regulations that affect us?	Regulatory Changes; the regulation scenario shows the response

Audits and reporting

How do I…	Where to look
…prepare for an external audit?	Scenario: prepare for an external audit
…rehearse an audit before the real one?	Mock Audit
…show an auditor who did what, and when?	Audit Log
…build a report I can hand to management?	Reports
…produce a board pack about our compliance position?	Board Reports

Administration

How do I…	Where to look
…invite a colleague, or change someone's role?	What each role can do, under Change someone's role
…connect our email, Slack or other systems?	Connectors
…let people sign in with their Microsoft work account?	Connect Microsoft Entra ID
…automate a reminder or a recurring notification?	Workflows
…see what our licence includes, or why a module is off?	Settings, and Why can't I see a feature? in What each role can do

Where this connects

If you would rather learn by following a story, Part 4 holds seven worked scenarios — from an ordinary working week to a full external audit. For a plain definition of any term used above, see the glossary; for the exhaustive role-by-role reference, see the Action Catalogue.