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Creating A Compliance Control Framework Template

Introduction

Create Control Framework Templates to reduce the amount of steps involved with creating Control Frameworks.

Operation Team Control Framework Templates

Operation Team users may create Control Framework Templates privately using the control panel. These templates are not accessible by users outside of the Operation Team.

Step-by-Step Guide

  1. Navigate to the Operations Panel

  2. Open the ‘Templates’ page

  3. Click on ‘Compliance’

  4. Click on ‘Control Frameworks’

  5. On the top of the grid, click ‘Create’

  6. Fill in the required information for the form

  7. When finished, click ‘Submit’.

Global Control Framework Templates

Global Control Framework templates are accessible to users with administrative access on the Rivial platform. These templates are primarily used and managed by Rivial administrators.

Step-by-Step Guide

  1. Navigate to the Administrator Panel

  2. Open the ‘Global Templates’ page

  3. Click on ‘Compliance’

  4. Click on ‘Control Frameworks’

  5. On the top of the grid, click ‘Create’

  6. Fill in the required information on the form

  7. When finished, click ‘Submit’.

Control Frameworks

Create a Control Framework

Editing Control Framework Custom Fields

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