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Controls Module - Type field

When creating a Set, you can select the Type, e.g. Control Set, Obligation Set, etc. In this example, we have renamed the Controls Module to the Controls & Obligations module (to learn how to rename the module, head here).

When creating a new control or obligation set, simply click the Create button at the top right and New Control/Obligation Set modal will appear. 

In this example, we will create an obligation set. To do this, select obligation set under the type dropdown. Fill in the relevant details and then hit the Create button.

 Because obligation set was selected as the type, the labelling in the module when viewing the newly created obligation set is updated to reflect the selected type. You can see that the words obligation and obligations are used across the module.

If the type selected was a control set, then control and controls are used across the module.

The type can be seen in the table where the control and obligation sets are accessed in the controls module (in this example renamed to Controls & Obligations Module). By default, the two types available are control set and obligation set.

Creating your own type

If your team has custom data, you can create your own types. Head to Administration > Custom Data > Control Set Type table (in this example renamed to Control/Obligation Set Type).

To add a new type, click the Add button.

The Add New Record modal will appear. Here you will need to define the labelling convention for the new control/obligation type you are creating. In this example, we will create a policy that contains requirements. You can also add a description if you wish. Once the details have been filled in, hit save.

The new type is added to the list. You can also edit types be selecting the type in the table and clicking Edit.

When creating a new control (in this example control/obligation), you can select the policy type that was just created. Note that the description appears under the type field. 

Once the policy has been created, you can see the relevant labelling displayed in the module as defined when creating the policy type under custom data.