Managing Controls in the OneTrust Builder

You can add and manage controls to individual sections of a standard, policy, or procedure to help manage your controls. All controls that are added to the individual sections will be linked to the document. You can view the associated sections of implemented controls in the Controls Library. To manage and configure your implemented controls, see Managing the Controls Library.

To add a control to a document section

  1. On the Policy menu, select Standards, Policies, or Procedures.
  2. Open the document in which you want to add a control to a section and navigate to the OneTrust Builder.
  3. Click the Manage Controls button.
    The Manage Controls modal appears.
    Note:

    This button only appears once a section has been added to the document.



  4. Select the active controls you want to link to this section of the document.

  5. Click the Update button. Any controls added to a section will also be added to the Controls tab of the document once the document is published.

To edit controls linked to a document section

  1. Open the document in which you want to add a control to a section and navigate to the OneTrust Builder.
  2. Click the Manage Controls button.

    The Manage Controls modal appears.

  3. Add and remove controls linked to this section of the document as needed.
  4. Click the Update button.