Note: Each Control Inventory record can define its own unique Custom Fields if required, however there is no universal Custom fields covering the module.
Enable the Control Inventory module
Notes: Only administrators can access the Configuration to enable the Control Inventory module. Changes made to the Configuration settings will affect the whole Module—take care when making changes.
Select Show Control Inventory switch to ON 2 to show the Control Inventory Module menu items. Change the Control Inventory module Title 3 if that is required. Save these changes.
The Control Inventory main menu will now display for all positions that have the correct security access. Initially this will be Administrators and Control Inventory Administrators.
The ‘Control Inventory’ section settings
From the main menu select Maintenance | Configuration.
On the General tab, click the Control Inventory Section to open that section.
Select Show Control Inventory2 to allow the display of the Control Inventory main menu item.
If required, change the name of Control Inventory 3
If required, select Effectiveness Change4 to require a note to be added if the Effectiveness is changed when a Control Inventory record is edited.
To Save any changes, hover over, or click the Menu Options (Hamburger) icon. Click the Save option.
Press Control + F5 to clear the browser cache and reload the page to display the new menu item.
The ‘Control Inventory’ section elements.
‘Control Inventory’ section elements
ID
Element
Description
1
‘Control Inventory’ section
Click this section to open or close this section.
2
‘Show_Control_Inventory’ switch
Click this switch on if the Control Inventory module is to be enabled. When disabled, the Main Menu options will not appear for this module.
3
‘Title’ field
Set this value to customise the Title you wish to use for Control Inventory.
4
‘Effectiveness Change’ switch
Click this switch on if you require a note to be added whenever the Effectiveness is changed.
Accessing the ‘Control Inventory’ Maintenance menu items
Once the Control Inventory menu is enabled, from the main menu select Control Inventory to see the Maintenance menu items.
Note: Only Administrators and Control Inventory Administrators can see these menu items.
The ‘Control Inventory’ Maintenance menu items
Select Effectiveness to create and manage these records.
Select New Record Help to update new Control Inventory record assistance.
The Control Inventory title can be changed to match the naming standard of your organisation.
From the main menu, select Maintenance | Configuration.
On the General tab, click the Control Inventory chevron to open that section.
Change the name of Control Inventory 1 to your new name.
Click the Save icon 2 to update the configuration.
Press Control + F5 to clear the browser cache of this page to display the new menu item.
The Configuration settings
Creating and managing Control Inventory Types
About Control Inventory Types
Control Inventory Types identify the different types of Controls you wish to monitor in your organisation. Control Inventory Types can be grouped in reports and lists.
Administrators can create and manage Control Inventory Types via the ‘Control Inventory Types’ page.
Accessing the ‘Control Inventory Types’ Page
From the main menu, select Control Inventory | Types.
The Control Inventory Types page is displayed.
The ‘Control Inventory Types’ page
The ‘Control Inventory Types’ page
‘Control Inventory Types’ page elements
ID
Element
Description
1
‘Show Help’ icon
Click to see some basic instructions for working with the ‘Control Inventory Types’ Page.
Note: A Control Inventory Type without a ‘Delete’ icon displayed indicates that this Control Inventory Type is current allocated and cannot be removed.
Adding a Control Inventory Type
Administrators can add a new Control Inventory Type by accessing the ‘New Control Inventory Type’ popup window:
click the OK button to delete the Control Inventory Type, or
click the Cancel button if you change your mind and don’t want to delete the Control Inventory Type.
Note: A Control Inventory Type without a ‘Delete’ icon displayed indicates that this Control Inventory Type is current allocated and cannot be removed.
Creating and managing Control Inventory Effectiveness
About Control Inventory Effectiveness
A Control Inventory Effectiveness identifies how well the control is currently performing. Control Inventory Effectiveness can be grouped in reports and lists.
Administrators can create and manage a Control Inventory Effectiveness via the ‘Control Inventory Effectiveness’ Page.
Accessing the ‘Control Inventory Effectiveness’ Page
From the Main Menu, select Control Inventory | Effectiveness.
Control Inventory Effectiveness has an Initial value of Not Rated which, together with its definition, can be changed, but not removed.
The ‘Control Inventory Effectiveness’ Page
The ‘Control Inventory Effectiveness’ Page
‘Control Inventory Effectiveness Entity’ Page elements
ID
Element
Description
1
‘Show Help’ icon
Click to see some basic instructions for working with the ‘Control Inventory Effectiveness’ Page.
2
‘Initial Effectiveness’ field
This a unique name for the Effectiveness of the Control when it is first created.
3
‘Definition’ edit box
This the Definition of the Effectiveness here.
4
‘Save’ icon
Click this icon to save changes made to the Initial Effectiveness 2 and Definition 3.
option.
