Use the following procedure to create controls from a library in a program that you can access from the Service Manager console.

To create controls from the library in the program

  1. In the Service Manager console, in the Navigation pane, select Compliance and Risk Items.
  2. In the Compliance and Risk Items pane, expand All Compliance and Risk Items, expand Program Management, and then select All Programs.
  3. In the All Programs view, select a program.
  4. In the Task pane, click Create Controls from Library.

    The Create Controls from Library Wizard appears.

    Complete the Create Controls from Library Wizard using information in the following table.

    Information to Complete the Create Controls From Library Wizard

Wizard page

User action

Before You Begin

  1. Click Next.

Program Selection

  1. In the Select a Program that you own, where the Control Objectives and Activities will be imported box, select the <program> to which you want to import control objectives and control activities.
  2. In the Select the Category , where the Control Objectives and Activities will be imported box, select the <category> name of the control objectives and control activities that you want to import.

    Tip   If you have not created a category, you can leave the default set to  None.

  3. Click Next.

Authority Document Selection

  1. In the Category box, select the <document_category> to define the type of authority document that you want to select.

    Note: If you do not select a category, all authority documents display.

  2. In the Authority Documents search box, click the check box next to each <authority_document> that you want to add from the library, and then click Add.

    Note: You can select as many authority documents as your program requires.

  3. Click Next.

Control Objective Selection

  1. In the Select Control Objectives box, select the check box next to each <objective> or select the Select All check box to select all control objectives that you want to  add from the library.

    Note: You can select as many control objectives as your program requires.

  2. Click Next.

Control Activity Selection

  1. In the Select Control Activity box, select the check box next to each <activity> or select the Select All check box to select all control activities that you want to  add from the library.

    Note: You can select as many control activities as required by your program.

  2. Click Next.

Summary

  1. Review the list of control objectives that you want to import
  2. Click Create.

    Note   This process can take a number of minutes depending on the number of control objectives to import.

Completion

  1. Review the status of the import process.
  2. Click Close.

    The Program Management property dialog box appears.

  3. In the Program Management dialog box, on the Framework tab, in the Expand to area, click Level 7, and then click Expand.

    The framework hierarchy of the program displays in the Framework list box. Review the list of control objectives that you have added to the program.

  4. In the Program Management dialog box, click OK.