Assurance Tasks

Manage assurance and compliance tasks with the de.iterate SDK.

Overview

The assurance resource provides operations for managing recurring compliance tasks, evidence collection, and task completion workflows.

List Assurance Tasks

// List all tasks
const response = await client.assurance.list();
console.log(`Found ${response.data.length} tasks`);

// Filter by standard
const isoTasks = await client.assurance.list({
  filter: { standard: 'ISO 27001' }
});

// Filter overdue tasks
const overdueTasks = await client.assurance.list({
  filter: { overdue: true }
});

// Filter by assignee
const myTasks = await client.assurance.list({
  filter: { assignee: 'user@company.com' }
});

Response Example

{
  "data": [
    {
      "id": "ASS-001",
      "description": "Review access control logs",
      "status": "pending",
      "assignedTo": "security@company.com",
      "dueDate": "2025-01-31T00:00:00Z",
      "frequency": "monthly",
      "evidenceRequired": true,
      "controlId": "A.9.4.2",
      "createdAt": "2024-01-15T10:30:00Z",
      "updatedAt": "2024-12-20T14:22:00Z"
    }
  ],
  "meta": {
    "totalCount": 48,
    "pageCount": 1,
    "currentPage": 1,
    "perPage": 48
  }
}

Get Overdue Tasks

const overdue = await client.assurance.getOverdue();

console.log(`${overdue.length} overdue tasks`);
for (const task of overdue) {
  console.log(`  • ${task.description} (due: ${task.dueDate})`);
}

Get Tasks by Control

const controlTasks = await client.assurance.getByControl('A.9.4.2');

console.log(`Tasks for control A.9.4.2:`);
for (const task of controlTasks) {
  console.log(`  • ${task.description} - ${task.status}`);
}

Create Assurance Task

const task = await client.assurance.create({
  description: 'Quarterly penetration test review',
  controlId: 'A.12.6.1',
  assignedTo: 'security-team@company.com',
  dueDate: new Date('2025-03-31'),
  frequency: 'quarterly',
  evidenceRequired: true,
});

console.log(`Created task: ${task.id}`);

CreateAssuranceTaskInput

Field	Type	Required	Description
description	string	✅	Task description
controlId	string	❌	Related control ID
assignedTo	string	❌	Assignee email/ID
dueDate	Date	❌	Due date
frequency	string	❌	once, weekly, monthly, quarterly, annually
evidenceRequired	boolean	❌	Whether evidence is required

Update Assurance Task

const updated = await client.assurance.update('ASS-001', {
  status: 'in_progress',
  assignedTo: 'new-assignee@company.com',
});

Complete Task with Evidence

await client.assurance.complete('ASS-001', 
  ['access-log-jan-2025.pdf', 'review-notes.docx'],
  'Monthly access log review completed. No anomalies found.'
);

Parameters

Parameter	Type	Description
id	string	Task ID
evidence	string[]	Array of evidence file references
notes	string	Completion notes

Delete Task

await client.assurance.delete('ASS-001');

AssuranceTask Type

interface AssuranceTask {
  id: string;
  type: 'assurance_task';
  description: string;
  controlId?: string;
  assignedTo?: string;
  status: 'pending' | 'in_progress' | 'completed' | 'overdue';
  dueDate?: Date | null;
  completedDate?: Date | null;
  frequency?: 'once' | 'weekly' | 'monthly' | 'quarterly' | 'annually' | string;
  evidence?: string[];
  evidenceRequired?: boolean;
  createdAt: Date;
  updatedAt: Date;
  componentId?: string;
  assID?: string;
  checkDetail?: Record<string, unknown>;
  checkFrequency?: Record<string, unknown>;
  checkHistory?: Record<string, unknown>;
  priority?: string;
}

Examples

Task Dashboard

async function taskDashboard() {
  const response = await client.assurance.list();
  const tasks = response.data;
  
  const byStatus = {
    pending: 0,
    in_progress: 0,
    completed: 0,
    overdue: 0,
  };
  
  for (const task of tasks) {
    const status = task.status || 'pending';
    if (status in byStatus) {
      byStatus[status as keyof typeof byStatus]++;
    }
  }
  
  console.log('Assurance Task Dashboard');
  console.log('========================');
  console.log(`⏳ Pending: ${byStatus.pending}`);
  console.log(`🔄 In Progress: ${byStatus.in_progress}`);
  console.log(`✅ Completed: ${byStatus.completed}`);
  console.log(`🔴 Overdue: ${byStatus.overdue}`);
}

Send Overdue Reminders

async function sendOverdueReminders() {
  const overdue = await client.assurance.getOverdue();
  
  for (const task of overdue) {
    if (task.assignedTo) {
      // Send reminder (integrate with your notification system)
      console.log(`Reminder: Task "${task.description}" is overdue`);
      console.log(`  Assigned to: ${task.assignedTo}`);
      console.log(`  Due: ${task.dueDate}`);
    }
  }
}

Bulk Complete Tasks

async function completeMonthlyTasks(month: string) {
  const response = await client.assurance.list({
    filter: { frequency: 'monthly', status: 'pending' }
  });
  
  for (const task of response.data) {
    await client.assurance.complete(
      task.id,
      [`${month}-evidence.pdf`],
      `${month} review completed`
    );
  }
  
  console.log(`Completed ${response.data.length} monthly tasks`);
}

Next Steps

• Checklists - Checklist-based tasks
• Compliance - Compliance calendar
• Controls - Linked controls