Purview Compliance Manager improvement actions: practical triage

By Yaïr Knijn, Microsoft Certified Trainer — Updated 10 May 2026

Compliance Manager improvement actions are useful because they mix technical controls, operational work, and evidence handling in one place. They are also easy to misuse if every action becomes an urgent ticket. The first job is triage.

Primary source checked on 2026-05-10: Working with improvement actions in Compliance Manager. Use the Microsoft page as the final source of truth before booking an exam or committing a remediation plan.

Who this is for

  • Compliance owners who need IT actions translated into accountable work.
  • Microsoft 365 admins asked to improve a Purview compliance score without breaking tenant operations.
  • Teams preparing for ISO, NIST, DORA, or customer security review evidence.

What to work on first

  • Split actions by type: technical configuration, operational process, documentation, and evidence collection.
  • Assign owners and due dates only after deciding whether the action is automatically tested or manually evidenced.
  • Map high-value actions to the framework or customer question they support so the team knows why the work matters.

Team training angle

A Purview session works best when the group brings a real assessment. The trainer can walk through action categories, evidence storage, testing status, owners, and what not to do yet.

One-week action plan

  • Day 1: choose one assessment and export improvement actions.
  • Day 2: classify actions by technical, operational, documentation, and evidence work.
  • Day 3: implement safe technical actions and collect screenshots or audit evidence.
  • Day 4: write owners and review cadence for manual actions.
  • Day 5: produce a one-page compliance backlog.

Where Cloud Evolvers fits

Cloud Evolvers can run a Purview Compliance Manager triage workshop that converts improvement actions into a defensible remediation plan.

Need a first Microsoft cloud compliance backlog? Run the free readiness scanner.

Run the readiness scanner

Frequently asked questions

Are Purview improvement actions all technical?

No. Improvement actions can be technical or nontechnical, and some require documentation or operational process rather than a configuration change.

Can Compliance Manager automatically test every action?

No. Some actions are automatically tested through Microsoft signals, while others require manual evidence and status management.