Configuring and Filtering the Control Screens

You can configure the Control Profiles, Controls Library, and Controls list screens to display information from different fields and to filter based on specific criteria. You can also use the search field on these screens to easily locate specific controls by name.



To configure the columns

  1. On the IT & Security Risk Management menu, select Control Profiles, Controls Library, or Controls.
  2. Click the Column Selector icon.
    The Column Selector modal appears.
    Tip:

    The Risks field on the Controls screen displays the total count of risks linked to a control implementation. The Inventories field on the Controls screen displays the total count of assets, processing activities, vendors, and entities linked to a control implementation.

    The Active Rules field on the Control Profiles screen displays the view count of active rules included in each Control Profile.



  3. Configure the fields as necessary.
  4. Click the Apply button.

To add filters

  1. On the IT & Security Risk Management menu, select Control Profiles, Controls Library, or Controls.
  2. Click the Filter icon button.
    The Filter pane appears.

  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click the Save button.
  6. Click the Apply button.

To create saved views

You can organize the controls that appear on the Controls Library and Controls list screens. You can also customize your own personalized view to manage your risks.

  1. On the IT & Security Risk Management menu, select Controls Library, or Controls.
  2. To create a custom saved view, apply your filters and column views as needed.
  3. Click the OneTrust View Selector to open the view selector.


  4. Click the Save As button.
    The Create View modal appears.

  5. Enter a name for your saved view.
  6. Enable the setting to make the view public if you would like to allow others to use this view.
  7. Click the Create View button.
    The custom saved view is now available.

To manage saved views

You can update and delete saved views you have implemented for the control screens.

  1. On the IT & Security Risk Management menu, select Controls Library, or Controls.
  2. Click the OneTrust View Selector to open the view selector.
  3. Click the Manage Views button.

    The Manage Views modal appears.

  4. Make changes as necessary. For more information, see Manage Views Modal Reference.
  5. Click the Save button.

Manage Views Modal Reference



Field
Description
Set Default View for All Users

Site Admins can set default view for all users in the organization.

Select Default View

Site Admins can select the default view for all users.

My Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Make this View Public

Enable this setting to allow other users to use the selected view.

Delete View

Click the Delete View button to delete this view.