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PCI Manager Guide

Objective​

Coordinate PCI-related security assessments, maintain audit readiness, and ensure supporting evidence, workflows, and records remain complete and traceable.

Main responsibilities​

  • Coordinate PCI assessment planning and execution.
  • Track project progress, evidence collection, and status transitions.
  • Validate that remediation and requirement activities are properly documented.
  • Support audit readiness with complete records and retention awareness.

Follow-up routine​

  1. Review active PCI assessment projects and deadlines.
  2. Confirm assigned users, scope, and required assets are correct.
  3. Track project status progression and blocked items.
  4. Review requirement completion and attached evidence.
  5. Validate that findings and remediation actions are documented.
  6. Check notifications for status changes or follow-up actions.
  7. Prepare evidence packages for internal or external audit review.
  8. Confirm retention-sensitive records are preserved according to policy.

Core workflows in Conviso​

Defect tracker integration​

Integrate Conviso Platform with your issue management tool using Defect/Bug Tracking integrations to synchronize and monitor remediation items that may affect PCI assessment outcomes.

Decision support with Dashboard​

Use the Dashboard to monitor broader security trends that may impact PCI readiness, prioritization, and follow-up planning.

Management and collaboration tool​

  • PCI assessment projects completed on time.
  • Requirements completed with evidence attached.
  • Findings pending remediation at assessment closure.
  • Audit evidence completeness rate.
  • Retention-sensitive records tracked for compliance scope.

Playbooks​

PCI assessment approaching deadline​

  1. Review project status, scope, and assigned users.
  2. Identify incomplete requirements or missing evidence.
  3. Escalate blocked remediation or validation items.
  4. Confirm final documentation package is ready for review.

Auditor requests historical evidence​

  1. Locate the relevant PCI project and related activities.
  2. Export or review attached evidence, timelines, and supporting artifacts.
  3. Confirm record coverage against the retention policy.
  4. Document any gaps and assign corrective actions.

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How to contribute

Resources

By exploring our content, you'll find resources that will enhance your understanding of the importance of a Security Application Program.

Conviso Blog: Explore our blog, which offers a collection of articles and posts covering a wide range of AppSec topics. The content on the blog is primarily in English.

Conviso's YouTube Channel: Access a wealth of informative videos covering various topics related to AppSec. Please note that the content is primarily in Portuguese.