Creating Custom Controls 

• From the Controls Page, select +Add Control

• Complete the information related to the control
  • Control Name
  • Description 
  • Category
  • Effective Date 
• Select Save

Editing Custom Controls

• Click on the control you would like to edit
• Choose Edit Control to edit the general information.

Assigning a Custom Control 

• Select Edit next to Unassigned
• From the dropdown, assign the appropriate owner 

Edit Related Standards

• Select Edit related standards
• Select the appropriate standard and sections
• Select Apply 

Adding Evidence

• From the top right-hand corner, select Add Evidence 
  • Test: Select the test to add as evidence to the custom control 
  • Document
    • Choose the default document, a new custom document, or an existing document to add as evidence. 

Archive a Control 

• From the main Controls page, choose the ... menu, and select Archive 
• Choose the archive effective date
• Select Archive