To Edit, Manage Assignees, Add a Control to another Audit Project, or Deactivate a Control select the three dots on the right side of a Control.
When you select ‘Edit’ all of the fields for the Control can be changed except the Audit Project and Control ID.
Clicking ‘Manage Assignees’ lets you add assignees with a frequency directly to Controls. Once clicked, it will take you to the Control Evidence page, where you can Add and Edit your Assignees and Frequencies. The assignees available to add will be any Admin, Manager, Advanced User, or Ops User who has access to the Audit Project. The frequencies available are Monthly, Quarterly, Annual, and Custom. You can also add assignees through the RCM template (refer to the ‘Bulk Edits to your Risk Control Matrix’ section of the Help Center.)
If you want to move your Control to another Audit Project you can select ‘Add to Another Project’ after clicking the three dots to the right of the Control. From the dropdown, you can select any Audit Project that the control is not already included in. The second dropdown is to assign a Process to the Control in the Audit Project.
To Deactivate a Control, select the ‘Deactivate Control’ option from the three dots. You will be asked to confirm you want to deactivate the control, click ‘Continue’ to proceed with deactivating the Control which will move it to the Inactive tab.
Once a Control is deactivated you will be able to view it on the Inactive tab. From the Inactive tab you can:
- Reactivate Control: This will move the control back to the Active tab.
- Permanently Delete Control: This will permanently delete the control from FQ. Once deleted, the control cannot be recovered.