docs: Models > Records — Reporting, Monitoring, Attestation

site/guide/attestation/_attestations.qmd

@@ -2,4 +2,4 @@
 Refer to the LICENSE file in the root of this repository for details.
 SPDX-License-Identifier: AGPL-3.0 AND ValidMind Commercial -->
 
-Attestation enables submitters, reviewers, and approvers to formally certify, review, and sign off on model attributes at specific points in time, supporting compliance and governance processes. 
+Attestation enables submitters, reviewers, and approvers to formally certify, review, and sign off on record (model) attributes at specific points in time, supporting compliance and governance processes.

site/guide/attestation/_configure-attestations.qmd

@@ -57,20 +57,20 @@ Assign users and roles responsible for this attestation. Each participant type h
 
 ### Stakeholder versus role
 
-- **Submitter** — A model stakeholder assigned directly to a model
+- **Submitter** — A stakeholder assigned directly to a record
 - **Reviewer** — A role responsible for reviewing attestations within their assigned groups
 - **Approver** — A role responsible for approving attestations within their assigned groups
 
 ___
 
-Attestation submissions are organized by owner and group. This approach ensures reviewers and approvers have appropriate permissions for models in their groups.
+Attestation submissions are organized by owner and group. This approach ensures reviewers and approvers have appropriate permissions for records in their groups.
 :::
 
-a. Under Attestation Participants, select the **[submitter]{.smallcaps}** from the model stakeholders dropdown:
+a. Under Attestation Participants, select the **[submitter]{.smallcaps}** from the inventory record stakeholders:
 
-   - Model Owner
-   - Model Developer
-   - Model Validator
+   - Record Owner
+   - Record Developer
+   - Record Validator
 
 b. Select the **[reviewer]{.smallcaps}** from the roles dropdown.
 
@@ -80,7 +80,7 @@ d. Click **Save**.
 
 ### 3. Set inventory scope
 
-Define which models are included in the attestation process. By default, all models are included. Use filters to narrow the scope based on model fields, stages, or custom attributes.
+Define which records are included in the attestation process. By default, all records are included. Use filters to narrow the scope based on inventory record fields, stages, or custom attributes.
 
 a. Under Inventory Scope, click **{{< fa plus >}} Add Rule** to add a filter condition.
 
@@ -94,7 +94,7 @@ a. Under Inventory Scope, click **{{< fa plus >}} Add Rule** to add a filter con
 
 b. Click **Save**.
 
-c. Optional: Click **See Models** to preview which models match your filter criteria.
+c. Optional: Click **View Records** to preview which records match your filter criteria.
 
 ::: {.embed-tip}
 ### How do I filter for groups? 
@@ -106,12 +106,12 @@ To filter for groups, you first need to define these user groups in your organiz
 
 ### 4. Add attestation fields
 
-By default, attestations include the model name. Add additional model inventory fields as needed:
+By default, attestations include the record name. Add additional inventory record fields as needed:
 
-a. Under Relevant Attestation Fields, drag model inventory fields between columns:
+a. Under Relevant Attestation Fields, drag inventory record fields between columns:
 
-   - **Model Inventory Fields** — Available fields from the model inventory
-   - **Relevant Attestation Fields** — Selected fields to display in model snapshots
+   - **Inventory Record Fields** — Available fields from the inventory
+   - **Relevant Attestation Fields** — Selected fields to display in record snapshots
 
 b. Optional: Reorder the fields to change how they display in the attestation.
 
@@ -123,7 +123,7 @@ Define the structured fields that submitters fill out as part of the attestation
 
 ### Tip
 
-Work with your model risk management team to create fields that accurately reflect your organization's attestation requirements.
+Work with your risk management team to create fields that accurately reflect your organization's attestation requirements.
 
 ___ 
 
@@ -175,7 +175,7 @@ a. Click **Add Period**.
 
 #### Assign attestation participants
 
-a. Under Attestation Participants, select the **[submitter]{.smallcaps}** from the model stakeholders dropdown.
+a. Under Attestation Participants, select the **[submitter]{.smallcaps}** from the inventory record stakeholders.
 
 a. Select the **[reviewer]{.smallcaps}** from the roles dropdown.
 
@@ -193,10 +193,10 @@ a. Click **Save**.
 
 #### Add attestation fields
 
-a. Under Relevant Attestation Fields, drag model inventory fields between columns:
+a. Under Relevant Attestation Fields, drag inventory record fields between columns:
 
-   - **Model Inventory Fields** — Available fields from the model inventory
-   - **Relevant Attestation Fields** — Selected fields to display in model snapshots
+   - **Inventory Record Fields** — Available fields from the inventory
+   - **Relevant Attestation Fields** — Selected fields to display in record snapshots
 
 a. Optional: Reorder the fields to change how they display in the attestation.
 

site/guide/attestation/approve-attestations.qmd

@@ -6,16 +6,16 @@ title: "Approve attestations"
 date: last-modified
 ---
 
-Sign off on reviewed attestation questionnaires to formally approve the accuracy of key model information at a point in time.
+Sign off on reviewed attestation questionnaires to formally approve the accuracy of key record (model) information at a point in time.
 
-As an approver, you provide the final sign-off on attestation questionnaires that have been reviewed, completing the attestation process and creating a permanent record in the model's history.
+As an approver, you provide the final sign-off on attestation questionnaires that have been reviewed, completing the attestation process and creating a permanent audit entry in the record's history.
 
 ::: {.attn}
 
 ## Prerequisites
 
 - [x] {{< var link.login >}}
-- [x] Models registered in the inventory require attestation.[^1]
+- [x] Records registered in the inventory require attestation.[^1]
 - [x] Attestation has been set up.[^2]
 - [x] An attestation instance is in the [{{< fa clipboard-check >}} Reviewed]{.bubble} state.[^3]
 - [x] You are an approver.[^4]
@@ -29,11 +29,11 @@ As an approver, you provide the final sign-off on attestation questionnaires tha
    - In the left sidebar, click **{{< fa clipboard-check >}} Attestations**, then click on the submission in the **Reviewed** column.
    - In the left sidebar, click **{{< fa inbox >}} My Inbox**, then under **Tasks**, locate the attestation with a **Reviewed** status.
 
-2. Review the questionnaire responses and model context to verify the attestation is ready for approval.
+2. Review the questionnaire responses and record context to verify the attestation is ready for approval.
 
 3. Click **Sign Off**.
 
-After you sign off, the attestation is recorded in the model's history. Attestation sign-offs are permanent and cannot be changed.
+After you sign off, the attestation is cataloged in the record's history. Attestation sign-offs are permanent and cannot be changed.
 
 <!-- FOOTNOTES -->
 

site/guide/attestation/manage-attestations.qmd

@@ -25,7 +25,7 @@ Setting up attestations involves adding an attestation template and completing t
 ## Prerequisites
 
 - [x] {{< var link.login >}}
-- [x] Models registered in the inventory require attestation. [^1]
+- [x] Records (models) registered in the inventory require attestation. [^1]
 - [x] You are a [{{< fa hand >}} Customer Admin]{.bubble} or assigned another role with sufficient permissions to set up attestations.[^2]
 
 :::
@@ -116,7 +116,7 @@ The Progress tab displays a swimlane view of all attestation submissions organiz
 - **Reviewed** — Submissions awaiting approver sign-off.
 - **Signed Off** — Completed submissions.
 
-Click any submission card to view its details, including the questionnaire responses and associated models.
+Click any submission card to view its details, including the questionnaire responses and associated records.
 
 ### Responses
 
@@ -134,11 +134,11 @@ Use this view to:
 ![Before and after snapshot comparison](attestations-before-after.png){fig-alt="Before and after toggle for comparing snapshots" .screenshot width=50%}
 :::
 
-The Inventory tab shows a snapshot of all models included in the attestation scope at the time the period started. This provides an organization-wide view of the model inventory state.
+The Inventory tab shows a snapshot of all records included in the attestation scope at the time the period started. This provides an organization-wide view of the inventory state.
 
-Click any model to view its snapshot details in a modal, which displays the model field values captured at that point in time. Click **View Live Data** to navigate to the current model inventory record.
+Click any record to view its snapshot details in a modal, which displays the record field values captured at that point in time. Click **View Live Data** to navigate to the current record.
 
-For completed attestation periods, use the **Before** and **After** toggle to compare the model state at the start versus the completion of the period.
+For completed attestation periods, use the **Before** and **After** toggle to compare the record state at the start versus the completion of the period.
 
 
 ### Validation Issues
@@ -147,12 +147,12 @@ The Validation Issues tab shows all validation issues that were open at the time
 
 - Title and artifact ID
 - Severity and status
-- Associated inventory model
+- Associated inventory record
 - Risk area, assignee, and due date
 
 ### Artifacts
 
-The Artifacts tab displays model artifacts captured in the snapshot, organized by artifact type.
+The Artifacts tab displays artifacts (findings) captured in the snapshot, organized by artifact type.
 
 :::
 
@@ -173,7 +173,7 @@ Export attestation data in CSV or Excel format for external reporting and compli
 When all submissions in an attestation period have been signed off, the period is automatically marked as complete. Administrators can also manually complete a period before all submissions are finished.
 
 ::: {.callout-important title="Completing a period triggers a final snapshot"}
-When a period is completed, the platform captures a final snapshot of all models and artifacts. This enables before/after comparison in the Inventory tab.
+When a period is completed, the platform captures a final snapshot of all records and artifacts. This enables before/after comparison in the Inventory tab.
 :::
 
 To manually complete an attestation period:

site/guide/attestation/review-attestations.qmd

@@ -6,7 +6,7 @@ title: "Review attestations"
 date: last-modified
 ---
 
-Review attestation questionnaires to verify the accuracy of key model information at a point in time.
+Review attestation questionnaires to verify the accuracy of key record (model) information at a point in time.
 
 As a reviewer, you assess the submitter's attestation, including ownership, usage, performance, controls, and documentation. You can provide feedback and request changes to support a traceable and accountable audit trail.
 
@@ -15,7 +15,7 @@ As a reviewer, you assess the submitter's attestation, including ownership, usag
 ## Prerequisites
 
 - [x] {{< var link.login >}}
-- [x] Models registered in the inventory require attestation.[^1]
+- [x] Records registered in the inventory require attestation.[^1]
 - [x] Attestation has been set up.[^2]
 - [x] An attestation instance is in the [{{< fa clipboard-check >}} Ready For Review]{.bubble} state.[^3]
 - [x] You are a reviewer.[^4]
@@ -31,11 +31,11 @@ As a reviewer, you assess the submitter's attestation, including ownership, usag
 
 2. Review the submitter's questionnaire responses displayed on the right side of the screen.
 
-3. Review the model context using the tabs on the left:
+3. Review the record context using the tabs on the left:
 
-   - **Inventory** — Shows the models included in the attestation with snapshot details.
+   - **Inventory** — Shows the records included in the attestation with snapshot details.
    - **Validation Issues** — Shows open validation issues at the time of the snapshot.
-   - **Artifacts** — Shows model artifacts captured in the snapshot.
+   - **Artifacts** — Shows artifacts (findings) captured in the snapshot.
 
 4. Optional: Click **Activity** to review the attestation history:
 

site/guide/attestation/submit-attestations.qmd

@@ -6,16 +6,16 @@ title: "Submit attestations"
 date: last-modified
 ---
 
-Certify the accuracy of key model information at a point in time by submitting the attestation questionnaire.
+Certify the accuracy of key record (model) information at a point in time by submitting the attestation questionnaire.
 
-As a submitter, this process is part of the audit trail for your model's information, supporting accountability across its lifecycle. Attestation typically includes details about ownership, usage, performance, controls, and documentation.
+As a submitter, this process is part of the audit trail for your record's information, supporting accountability across its lifecycle. Attestation typically includes details about ownership, usage, performance, controls, and documentation.
 
 ::: {.attn}
 
 ## Prerequisites
 
 - [x] {{< var link.login >}}
-- [x] Models registered in the inventory require attestation.[^1]
+- [x] Records registered in the inventory require attestation.[^1]
 - [x] Attestation has been set up.[^2]
 - [x] An attestation instance is in the [{{< fa clipboard-check >}} Not Started]{.bubble} state.
 - [x] You are a submitter.[^3]
@@ -33,16 +33,16 @@ As a submitter, this process is part of the audit trail for your model's informa
 
    After you start the attestation, the questionnaire fields are available to complete.
 
-3. Review the model context using the tabs on the left side of the screen:
+3. Review the record context using the tabs on the left side of the screen:
 
-   - **Inventory** — Shows the models included in your attestation with snapshot details.
-   - **Validation Issues** — Shows open validation issues for your models at the time of the snapshot.
-   - **Artifacts** — Shows model artifacts captured in the snapshot.
+   - **Inventory** — Shows the records included in your attestation with snapshot details.
+   - **Validation Issues** — Shows open validation issues for your records at the time of the snapshot.
+   - **Artifacts** — Shows artifacts (findings) captured in the snapshot.
 
 4. Complete the attestation questionnaire by filling in each field. Required fields are marked with an asterisk (*).
 
    ::: {.callout}
-   Click on any model in the Inventory tab to view its snapshot details. Use the **View Live Data** link to navigate to the current model record if you need additional context.
+   Click on any record in the Inventory tab to view its snapshot details. Use the **View Live Data** link to navigate to the current record if you need additional context.
    :::
 
 5. Verify that your answers are complete and click **Submit for Review**.