Adding Controls and Authorities to a Control Set

Learn how to create a Control and link Authorities to controls within a Control Set

Topics covered in this article:

Create a Control

Select Controls from the left navigation panel to open the Controls module. Select a control set (status: Edit) from the list. Click on the name of the Control Set to open the Control Set Builder.

controlset_respedit

Click Create Control.

This will generate the new control modal.

Populate relevant fields for the new control

Required fields:

Control Id: This will be the ID of your control and has to be unique

Name: This will be displayed in a single line in most views

Select Create at the bottom right of the modal.

control_create1

The control has now been added to the Control Set. Click the control to view its details.

If you want to update the name of the Control, click in the name field and update the text.

Select the text window beneath the description and type in your new or updated text.

In the same manner, you can update the domain and the owner of this control. control_details

Add an Authority 

Selecting a Control will display the Overview and Linked Data side panel.

The Linked data tab displays all provisions of authorities (and the responsibilities) added to the control.

Authorities will populate all associated provisions in the above Provisions section, which can then be linked to control/s in the Control Set Builder.

To add a provision for an authority or to add a new authority, start by selecting the + icon in the Linked Data/Provisions section.

control_linkeddata

To review a linked provision, click on the > (right arrow) next to the currently mapped provision.

To add an authority, click on the + icon next to provisions to be presented with the Add authority modal. Click on the down arrow to search for and select the relevant authority you wish to map to this control set. Click Add authority.

control_addauthority

Authorities that have been previously downloaded from the Content Library will appear in the dropdown list.

To learn how to add authorities from the Content Library, click here.

The authority has now been added to the Authorities section of the provisions side panel, and all provisions of the authority will now appear under the link provisions section under the All filter.

Link authority provision(s) to a control

To link a provision to a control, first select the control. From the Overview tab, click on the + icon under Provisions and then select the ALL tab. 

controls_linkeddatatab

Locate the required provision by using the search bar; you can filter provisions by authority.

To view further details of a provision, click the > (right arrow) icon. 

Click on the link icon to link (or unlink) the provision to this control. 

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You can view the provisions linked to the control by clicking on the Linked tab. Return to the control details by clicking on the back arrow next to Link Details header.

Once a provision is linked to a control, the relevant authority and Provision Id will populate in the linked data section of the control detail.

Once provisions have been linked to the controls you can preview your Control Set via the Viewer tab or review and edit all mapped objects via the Mappings tab at the top of the Control Set Builder screen.

controls_provviewer

To learn how to add authorities from the Content Library, click here.

To learn how to add responsibilities, head here.

Click here to learn more about controls and control sets.