Configuring a Control Self-Assessment Template

You can configure self-assessment templates to capture information about existing control implementations and to view how controls are handled by your organization. For more information on control self-assessments, see About Control Assessments.

Control owners can launch control self-assessments to test the effectiveness and the design of the controls they have implemented. For more information on launching a self-assessment, see Launching Control Self-Assessments.

To create a new control template

  1. On the IT & Security Risk Management menu, select Setup > Templates.

    The Templates screen appears.

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

    If you would like to configure an existing control template, open the template on the Control Templates screen.

  3. Click the Create Custom Template button.

    The Create Template modal appears.

  4. Complete the fields, for more information, see Create Template Screen Reference.
  5. Click the Create Template button.

    The Template Builder appears.

  6. Add assess control questions to the assessment by configuring the template in the Template Builder. You can also add attribute questions to capture information about control implementations. For more information, see Configuring Templates for Control Assessments.
    Note:

    For help adding new sections, other question types, conditions, rules, or publishing the template, see Configuring and Managing Templates.

Create Template Screen Reference



Field
Description
Name

Enter the name of the new template.

Template Language

Select the language in which the template will be built.

Description

Enter a brief description of the template.

Template Icon

Select an icon associated with the template.