Policies & Control Sets

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Creating a Control Set/Policy

Select the Internal Controls button in the left navigation panel.

Select the New Control Set button in the top right.

This is an example of a basic filled template for a Control Set/Policy, enter the Control Set/Policy details as follows:

– Name (required) – Enter the name of the Control Set/Policy

Description (optional) – Enter a description for the Control Set/Policy

This is an example of a basic filled template for a Control Set/Policy, enter the Control Set/Policy details as follows:

From the Details tab, you are able to establish any of the stakeholders for the Control Set/Policy, as well as upload any documents related to the Control Set/Policy.

Last Review Date (Optional) – Select the Settings button in the top right, then select the date for the last review

Next Review Date (Optional) – Select the Settings button in the top right, then select the date for the next review

The name and description are also editable from this window.

Select save after updating the information required.

Select the Authorities tab in the top navigation panel, then select the Add Authority button in the top right.

Enter the relevant authority, or sort through the drop down list. Once done, select the Add Authority button.

After Authorities have been added, they are able to be viewed by selecting their name. They are also able to be deleted by selecting the delete button.

Select the Builder tab in the top navigation panel. The provisions should have been imported from the authorities that you added before. From here, to search, enter the term you want to search in the search bar.

To view the provisions in more detail, select the expand arrow.

To add more provisions, select the Add Provision button.

Adding Controls

To add a control, select the Add Control button in the top right.

This is an example of a basic filled template for a Control, enter the Control details as follows:

Control ID (required) – Enter a reference ID for the control

Title (required) – Enter the title for the control

Description (optional) –  Enter the description for the control

Control Domain (optional) – Enter the control domain for the control or leave it as default

Once updated, select the Create Control button.

After a control has been added, select the Control that you wish to map and select the provision you want to map it to. Once mapped, the provision should display ‘Linked to X control’, the control should display the authority it is mapped to. When the authority is hovered over, the provision ID/Reference will display.

Select the Statements tab in the top navigation panel. Then, select the New Statement in the top right.

This is an example of a basic filled template for a statement, enter the statement details as follows:

Name (required) – Enter the name for the statement

Description (optional) –  Enter the description for the statement

Once updated, select the Create Statement button.

After the statement has been created, you can edit the following:

Owner (optional) – Enter the owner of the statement/who is responsible for it.

Due Date (optional) – Enter the date the statement is due

Time (optional) – Enter the time the statement is due

Recurring (optional) – Enable a recurring reminder

The title and description can be edited here:

Associated Controls (optional) – Link the statement to the related control.

The statement can be assigned to any control set, and filtered/sorted by domain. Once the related control has been found, select the control and select the Add Control button.

To publish the statement, select the Status dropdown, then select Publish.

From the statements tab, the statements can be overviewed and view a variety of details about them.

Once the Control Set/Policy has been completed, select the Status: Edit button in the top right. Then select the Publish button to publish the Control Set/Policy.

From the Internal Controls page, the Control Sets/Policies can be overviewed. To edit a Control Set/Policy, select the pencil icon. To delete a Control Set/Policy, select the delete icon.