Learn how to create, manage and use custom types for controls to better fit your organization's needs
You can also rename the Controls module to fit your organization's needs.
Head here to learn how.
When creating a set of your internal policies, you can select its Type. By default, the options are Control Set and Obligation Set.
If the Type of the set is Obligation Set, the labelling in the module will be shown accordingly. You can see that the words obligation and obligations are used.
If the Type was Control Set, then the words control and controls are used across the module.
The Type is displayed in the Controls module (or your custom name for the module).
Creating a custom type
To create a custom type, go to Administration > Custom data > Control Set Type table (or your custom name for the module).
You may see the default types here, which can be deleted if needed. This makes the type field blank for any sets that were this type.
To add a new type, click Add.
The Add New Record modal will appear. Here you will need to define the labelling convention for the type. In this example, we will create a policy set that contains policies. You can also add an optional description. Click Save.
The new type is added to the list. You can also edit types be selecting the type in the table and clicking Edit.
You can now use the type for a new set. The description appears under the type field.
Once the set is created, you can see the relevant labelling displayed in the module as defined when creating the custom type.