Mass creation
- Open the library using menu Library> Control measures or press F9.
-
Click on
to open the table view, which is used for mass maintaining control measures.
Tip: To go directly to the table view, select View > Control measures from the menu.
- Relevant fields within the table view are:
- Name: short description
- Alias: Different naming (e.g. short name or different language) that is shown on screen and can be for example used in reports
- Description: Long description
- Preventive: to indicate whether its a preventive control
- Type: Indicator to define the control measure type. This can, for example, be Policy, Procedure, Report or System setting (See also Master Data - Control types).
- Frequency: Indicator to define with which frequency a certain control measure should be performed. This can, for example, be Daily, Weekly, Monthly, Quarterly or Yearly (See also Master Data - Control frequencies).
- Status: Indicator to define current status of the defined control measure. This can, for example, be a implemented, partly implemented or not implemented (See also Master Data - Control statuses).
- Create new control measures:
- Click
on
or press <CTRL> + N to create a new entry. - Fill in appropriate data.
-
Click on
or press <CTRL> + S to save all created.Tip:The table view can be easily populated by copy paste from Excel.
Tip: To easily export the table view to Excel click on
in the bottom right corner.To include additional information or to link documents to the newly created control measure, double click on the appropriate item to open its details.
Assign control status
To select a control status click on the relevant traffic light in the control status section
. To deselect a chosen status, either select a new status or click on the selected status.The control status is dependant of the period. See period management topic for more information.
Tip: Hover over the traffic light to show its short description
.Include comments
Comments can be entered as free text on the Comment tab.
Define How to
The How to textbox is intended to document how the control measure should be assessed.
The How to textbox is on top of the How To's tab.
Assign Control area
On the Control Area tab can be indicated to which control areas the control measure concerned applies to.
Indicate relevant system release
On the System Release tab can be indicated for which system releases the control measure concerned is relevant. For maintenance of system releases see also Master Data - System releases.
Link documents
Documents can be easily linked to a control measure by copy and paste or drag and drop from within Windows Explorer.
Tip: Also hyperlinks can be linked from within the Documents tab.
Define relevant SAP check tables
To have CSI Accelerator® automatically check pre-defined values in SAP, it necessary to first indicate relevant tables on the Tables tab for the control measure concerned.
Warning: The table name should be a valid SAP table, otherwise it cannot be used for automatic value checking.
Indicate relevant logical systems
On the Logical systems tab can be indicated to which logical systems the control measure concerned is relevant to. For maintaining logical systems see also Master Data - Logical systems.
To assign a new logical system either type the appropriate name in the "Logical system" field or click on
to select from the list of all existing logical systems.Maintain norms
Tab Norm : for maintaining norms see Norm maintenance.
Maintain/assess actuals
For maintaining and/or assessing actuals (based on predefined norms) see Maintaining actuals.
Process assignment
The Processes tab is intended informatively and indicates to which process steps the control measure concerned is linked.
It is however possible to assign a process step to the control measure concerned by typing the appropriate process name in the "process" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate process steps.
From within the Select processes popup select relevant processes (by ticking the checkbox) and press
.
Tip: To show all process steps enter "**" as filter criteria.
Assign risks
The Risks tab is intended informatively and indicates to which risks the control measure concerned is linked.
It is however possible to assign a risk to the control measure concerned by typing the appropriate risk name in the "risk" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate risks.
From within the Select risks popup select relevant processes (by ticking the checkbox) and press
.
Tip: To show all risks enter "**" as filter criteria.
Assign control objectives
The Control objectives tab is intended informatively and indicates to which control objectives the control measure concerned is linked.
It is however possible to assign a control objective to the control measure concerned by typing the appropriate control objective name in the "control objective" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate control objectives.
From within the Select control objectives popup select relevant processes (by ticking the checkbox) and press
.
Tip: To show all control objectives enter "**" as filter criteria.
Assign queries
On the Queries tab can be indicated which authorization audit queries are relevant for the control measure concerned. By having this link Controls Organizer functionality is integrated with Authorization Audit functionality. For maintaining queries see also Authorization Auditor - Queries.
To assign a query to the control measure concerned type the appropriate query name in the "query" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate queries.
From within the Select queries popup select relevant queries (by ticking the checkbox) and press
.
Tip: To show all queries enter "**" as filter criteria.
Assign roles
On the Roles tab can be indicated which SAP roles are relevant for the control measure concerned. By having this link Controls Organizer functionality is integrated with Authorization Audit functionality.
To assign a role to the control measure concerned type the appropriate role name in the "role" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate roles.
From within the Select roles popup select relevant roles (by ticking the checkbox) and press
.
Tip: To show all roles enter "**" as filter criteria.
Assign SoD conflicts
The SoD Conflicts tab is intended to indicate which SoD conflicts the control measure concerned is linked to. By having this link Controls Organizer functionality is integrated with Authorization Audit functionality.
To assign an SoD conflict to the control measure concerned type the appropriate name in the "SoD conflict" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate SoD conflicts.
From within the Select SoD conflicts popup select relevant SoD conflicts (by ticking the checkbox) and press
.
Tip: To show all SoD conflicts enter "**" as filter criteria.
Assign involved persons
Persons (and/or functions) responsible can be assigned to the control measure concerned using the Involved persons tab. Having involved persons assigned facilitates the reporting process.
.
To assign an involved person to the control measure concerned type the appropriate name in the "involved person" field or
right mouse click in the grid and select "Add" from the popup.
In the Filter popup enter at least two characters to search for the appropriate involved persons.
From within the Select involved persons popup select relevant involved persons (by ticking the checkbox) and press
.
Tip: To show all involved persons enter "**" as filter criteria.
- Click
on
to create a new control measure and open its details.
click on 
to create a new entry.
