Managing Controls

Applying Filters

The Filters panel for Controls includes the following options:

1. Search – Enter keywords to find specific controls.

2. Owner – Filter controls based on the assigned owner.

3. Status – Select from:

   • Not implemented ( Red)

   • Implemented (Green)

   • No longer relevant

4. Applicability – Filter controls based on their applicability criteria.

5. Authoritative Document – Narrow results by the authoritative document linked to each control.

6. Evidence Requirements – Filter based on required evidence for compliance.

7. Created Date – Sort or filter controls by their creation date.

Creating Saved Views for Controls

1. Apply filters to display relevant Controls.

2. Click Save to View.

3. Provide a name for the saved view.

4. The saved view appears as a separate tab for easy access.

5. Click Cancel at any time to discard unsaved changes.

Resizing the Controls View

• Use the Resize Grid button to adjust the layout.

• Click Layout Settings to save, reset or maximize the layout.

Right-Side Panel Options

1. Status – Expand the panel to assign a status to the Control.

2. Owners – Assign users/groups to the Control.

3. Applicability – Define where the Control applies.

4. Policies & Procedures – Attach or upload relevant policies and procedures.

5. Related Documents – Attach or upload related documents.

6. Requirements – Attach relevant regulatory or internal requirements to the Control.

7. Authoritative Documents – Link multiple Authoritative Documents to a Control.

8. Review & Comments

   • Add, reply to, and manage comments.

   • Use '@' mentions to tag users.

   • Assign comments as tasks using the “Create a task and assign to” option.