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5. The 2 ways to edit the controls

You can edit your controls using two distinct methods, depending on your workflow preference:

  • Editing from the Policies Menu or
  • Managing them centrally from the Control Menu.

1. Edit your Controls from your policies​

Editing controls directly from the Policies Menu is often the initial and most intuitive approach, as controls are typically created and associated with policies from the start.

  • Navigate to your desired Policy, Category, or Subcategory.
  • Locate the Control Card within the chosen category or subcategory.
  • Instantly edit the control directly from the card view.

This approach ensures a contextual workflow, allowing you to manage controls in alignment with their respective policies.


2. Edit your Controls from the Control Menu​

The Controls Panel serves as a central hub for managing and monitoring all policy controls in one place.

  • Easily view, edit, and manage controls without navigating through individual policies.
  • Use advanced filter options to search, sort, and locate specific controls quickly.
  • Perform the same actions available in individual policy views, but with the efficiency of a consolidated interface.

This streamlined method provides a comprehensive overview, improving productivity, clarity, and consistency across your controls.