Mass creation
- Open the library using menu Library > Control objectives or press F9.
-
Click on
to open the table view, which is used for mass maintaining control objectives.
Tip: To go directly to the table view, select View Ø Control objectives from the menu.
- 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
- Create new control objectives:
- 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 copying and pasting existing data 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 objective, double click on the appropriate item to open its details.
Link documents
Documents can be easily linked to a control objective by copy and paste or drag and drop from within Windows Explorer.
Tip: Also hyperlinks can be linked from within the Documents tab.
Process assignment
The Processes tab is intended informatively and indicates to which process steps the control objective concerned is linked.
It is however possible to assign a process step to the control objective 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 SoD conflicts
The SoD Conflicts tab is intended to indicate which SoD conflicts the control objective 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.
- Click
on
button.
to create a new control objective and open its details.
click on 
to create a new entry.
