Controls

The Controls Module in CERRIX allows organizations to define, manage, and monitor internal controls related to processes, risks, and compliance frameworks. This guide explains how to create and manage a control, including how to link it to relevant elements such as risks and documentation.

Purpose of Controls

Controls help ensure that your organization is effectively mitigating risks and complying with relevant standards and frameworks. CERRIX supports various types of controls and enables detailed configuration, classification, and linkage to business elements.


Adding a New Control

To create a new control in CERRIX:

  1. Navigate to the Controls Module.

  2. Click Add New Control.

Control Setup

When adding a control, complete the following fields:

  • Organization: Select the relevant entity within your organization.

  • Control Name: Provide a descriptive name (e.g., Monitoring of Training Certification).

  • Control Description: Describe the control’s purpose (e.g., Training completion is monitored quarterly via LMS reports).

  • Control Owner: Assign responsibility for maintaining and executing the control.

  • Control Type:

    • Preventive

    • Detective

    • Corrective

  • Execution Type:

    • Manual

    • Semi-automated

    • Automated

  • Control Category:

    • Process Control

    • IT Control

    • Financial Control

    • Other (as defined)

  • Frequency: Define how often the control is executed (e.g., Quarterly).

  • Control Objective: Optionally link the control to a formal objective or goal.


Linking a Control

After saving a control, additional linking options become available in the left-hand panel.

  • Processes: Attach it to one or more business processes.

  • Frameworks: Link the control to compliance frameworks or laws (e.g., ISO 27001, GDPR).

  • Risks: Associate the control with one or more risks it helps mitigate.

  • Documents: Upload supporting documentation relevant to the control.

  • Hyperlinks: Include direct links (e.g., to SharePoint or external systems).


Additional Features

  • Version History: Keep track of control changes over time.

  • Audit Trail: Review who created or modified the control and when.

  • Filtering & Search: Quickly locate controls using filters or keywords.


While we work on creating content for this documentation, more information can be found in the document below.

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