Navigation:  Configuration > Control > Control type >

Configuring a control type

 Top  Previous  Top  Next

To add a new control type, click on the button on the main toolbar. To edit a record, select it in the list of records and click on the button.

 

On the screen that will be opened, enter an ID # and a name for the control type. The following tabs will also be available:

 

 

After saving the record for the first time, the following tabs will be available:

 

General

General

Upper level type

Select the control type that, in the hierarchy, is one level above the type in question. This field is filled out by the system if, in the type hierarchy on the main screen, a control type is selected.

Use mask for identification

Check this option so that when creating controls of this type, the automatic identification resource is used. Fill in the following fields:

▪Identification mask: Select the desired identification mask. Note that only identification masks whose object is "Control" will be available for selection.

▪Enable generated ID # change: Check this option to allow the generated ID # to be edited manually when creating a control of this type. If this option is not checked, the generated ID # may not be edited.

 
Attribute

Use this tab to define attributes to complement the information of the controls of this type. On the side toolbar, the following buttons are also available:

Click on this button to associate an attribute that was previously created in the system with the control. See how to perform this operation in the Adding an attribute section.

Click on this button to save the association of attributes with the control.

Click on this button to disassociate the attribute selected in the list of records from the control.

 

If the attribute configurations are edited (e.g.: an attribute checked as required becomes non-required or vice versa), they will be replicated to the revenues of this type when their data is edited.

 
Control analysis attributes

Associate the attributes that will complement the analyses of the controls classified by this type:

Click on this button to add a new attribute and associate it with the analyses of this type. See how to perform this operation in the Configuring an attribute section.

Click on this button to associate an attribute that was previously created in the system with the analyses of this type. See how to perform this operation in the Adding an attribute section.

Click on this button to save the association of attributes with the control analyses of this type.

Click on this button to disassociate the attribute selected in the list of records from the control analyses of this type.

 

If the attribute configurations are edited (e.g.: an attribute checked as required becomes non-required or vice versa), they will be replicated to the revenues of this type when their data is edited.

 
Control security

On the Control security tab, it is possible to configure the security of the controls of this type. For that, at the top of this tab, select one of the following options:

▪Public: Select this option for any user to have access to the controls of this type.

▪Restricted: Select this option to restrict the access to the controls of this type. At this point, the sidebar buttons will be enabled. Click on the button and fill out the fields on the screen that will be opened:

 

 

i.

In the Access type field, select one of the following options to set the access type that will compose the security list:

▪Team: It will be composed of the members of a team previously created in SE Risk.

▪Department: It will be composed of users from a selected department of the organization.

▪Department/Position: It will be composed of users from a specific department of the company, who have a specific position.

▪Position: It will be composed of users who hold a specific position in the company.

▪User: It will be composed of a specific user.

▪All: It will be composed of all users who have access to the SE Risk component.

 

ii.

In the Controls field, it is possible to select the actions that may or may not be performed in the controls of this type. To do so, select the controls that will be granted to access the type selected previously:

▪Add: Creates controls in the type.

▪Edit: Changes the control data included in the type.

▪Delete: Deletes the controls of this type.

▪List: Allows viewing the control on the system screens. Users who have this control denied, or not enabled, will not see the control type in the type hierarchy.

▪View: Allows viewing the data screen of the controls of this type.

 

Use the buttons located next to the field to expand and view the list of controls, mark all available controls, and clear the markups you have made.

 

iii.

Select in the Permission field, if the controls checked previously will be granted or denied for access type.

 

iv.

According to selected access type, Filters will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.

 

v.

After that, click on the button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list and save the record. Hold the SHIFT or CTRL keys down or check next to each item to select more than one record at a time.

 
Type security

On this tab, it is possible to configure the security of the control type To do that, at the top of this screen, select one of the following options:

 

▪Public: Select this option for any user of the SE Risk to have access to the type.

▪Restricted: Select this option for only specific users of the SE Risk to have access to the type in question. At this point, the sidebar buttons will be enabled. Click on the button and fill out the fields on the screen that will be opened:

 

1.In the Access type field, set whether the access type that will compose the security list is: a team, a department, a department + position, a position, a user, or all users of SE Risk.

 

2.In the Controls field, it is possible to select the actions that may, or may not, be performed in the population type. To do so, select the controls that will be granted to access the type selected previously:

▪Add: Adds new types to levels below the control type.

▪Edit: Changes the data of the type.

▪Delete: Deletes the type.

▪Security data: Edits the security data of the type. Users who have this control denied, or not enabled, may edit the other data of the control type; however, this tab will be blocked.

▪List: Allows viewing the type on the system screens that display the control type hierarchy. Users who have this control denied, or not enabled, will not see the control type in the type hierarchy.

▪View: Views the data screen of the type.

 

3.Select in the Permission field, if the controls checked previously will be granted or denied for access type.

 

4.According to selected access type, Filters will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.

 

5.Then, click on the button on the toolbar of the selection screen. The result will be displayed in the list of records, located in the lower part of the screen. Select those that will make up the security list and save the record. Use the SHIFT or CTRL keys on the keyboard or check next to each item to select more than one record at a time.

 

Save the record after filling out the necessary fields.