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Contents

Overview

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In many forms, a group of fields work together to define a single control. For example, a control might require an assigned value, some text to support the option chosen, and some files for evidence. A Control Group is a container that contains one or more fields and allows them to be labeled as a group and treated as a single control.

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In this section of the guide, we will look at working with data that has been entered into Control Groups and some other ways in which a Control Group influences your interactions with users and their data. Used properly, Control Groups can become a powerful tool in your arsenal helping organizations achieve compliance.

Working with Control Groups in a Form

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Working with a control group within a form is no different than entering data in any other field. Grouping the fields together in a control group adds some additional feature features outside of a form, but when entering data there is no difference. For more information about entering data into a form see the Form Data Entry section of this guide.

Working with Control Groups outside a Form

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As an Examiner, one of the more powerful features of Control Groups is the way they enhance your ability to grasp a quick picture of compliance against a particular form or standard. Proper association of Control Groups to match the controls in a framework will create a powerful tool in allowing you to quickly garner an overview of the status of a an entity against the compliance goals.

Heat Map Tiles

When a form your you are working with has one or more Control Groups, the system will automatically add a heat map of the existing control groups to the information displayed for that form in the Dashboard and My Forms screens.

Regardless of which interface you are looking at, the heat map works the same way, displaying a representation of the Control Groups in a color-coded grid. Each control group tile is assigned a color based on the calculated Maturity Score. The value of the score will be between 0 and 100 and will be displayed in a gradient color moving from red to green as the score increases. This allows you to see what needs the most attention in a form at a glance. If there is no data yet, the tiles will be gray.

The tiles representing a control group also act as a quick navigation option. Clicking on a tile will bring you directly to that control group in the form, displaying on it and the fields inside of it.

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From the form view of the Control Group, you can update it or add Action ITAMs, just like the normal editing process. Unlike the normal flow of updating a form, clicking Continue or Exit will save the data and bring you back to the Dashboard.

In this section of the guide covered using control groups when creating forms, the options that can be configured, how to add or remove fields from control groups and finally what effect adding control groups , we covered how to interact with Control Groups and what effect having control groups on a form has on the data and display of a form. In the next section we will , we’ll look closer at the other Form Field Properties available Form Entries and how you can view and interact with form data.

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