Configuring Templates for Control Assessments

This article explains how to add assess control questions to assessments by configuring templates in the Template Builder and how to add attribute questions to capture information about the control implementations. Configure Skip and Show Logic to determine, based on responses, if the question should be shown, hidden, or skipped.

To add an assess control question to template

  1. On the IT & Security Risk Management Menu, select Templates. The Template screen appears.


  2. Click the View button on the Control Templates tile. The Control Templates screen appears.

  3. Click the Edit Draft button on the desired template.
  4. Select the Add Question button or drag and drop Assess Control from the Question Types queue.
    Note:

    There are two types of "Control" questions: Control and Assess Control. To access this feature use the Assess Control question type.



  5. Complete the fields, for more info, see Assess Control Screen Reference.
  6. Click the Save button.

Assess Control Screen Reference



Field
Description
Question Type

Select the question type in this field.

Primary Record

Enable this toggle to have this question automatically populated with a response based on how the assessment is created.

Link Selection to Assessment

Enable this toggle to automatically link the assessment to the inventory record selected in response to the question.

Answer Required

Enable this toggle to make this question required.

Attachment Required

Enable this toggle to make the attachment required.

Question Hint

Enable this toggle to show a tooltip with a hint next to the question.

Allow Multi-Selections

Enable this toggle to allow Muti-Selections on the Access Control question.

To configure the assess control question into a primary record

  1. On the Template Builder, access the section that holds the Assess Control question.
  2. Select the Context menu on the Assess Control question.


  3. Select the Set as Primary Record option. The Set as Primary Record modal appears.


  4. Click the Confirm button.
    Note:

    There is another way to configure the Assess Control question into a Primary Record:

    1. In the Question Builder, add an Assess Control.

    2. Enable the Primary Record toggle to configure the question into a Primary Record.



    3. Click the Save button.

To add control attribute questions

Important:

In order to add an Attribute question to the template, users must first add an Assess Control question.

  1. On the Template Builder, drag and drop the Attribute question under the Assess Control question or click the Add Question in the same section as the Assess Control question. The Select Attribute modal appears.


    Note:

    If you want to add more than one attribute, click the Save and Add New button.



    Users can also add custom attributes to templates (except for formula attributes).

  2. Complete the fields.
  3. Click the Save button.

To configure skip/show Logic on access control attribute questions

In the Template Builder, users can configure Skip/Show Logic to control attribute questions to determine whether other questions in an assessment should be shown, hidden, or skipped.

Note:

For users to be able to configure Skip/Show Logic on Access Control questions, please make sure that the "Allow Multi-Select" toggle is disabled.

  1. On the Template Builder, select the Details tab. The Details screen appears.


  2. Enable the Show or Skip Logic toggle.
  3. Click the Save button.
  4. Select Builder tab.
  5. Select the Logic icon to configure skip or show logic.
    Note:

    Depending on which option you have chosen, the co-responding logic modal will appear:





  6. Configure the Fields.
  7. Click the Save or the Save Logic button.